“I'm still backing the miners to outperform because there's no let up yet in the commodities boom. A lot of the good news about demand from China may be understated and you'd have to think this rally has some way to go yet.”
Paul Xiradis
“When you have a reasonable P/E and you raise the E that's how you're going to outperform.”
John Rutledge
“I don't think GM would be doing this if they didn't outperform the market -- one would suspect they have something to brag about. What happens is the folks who manage money in-house for defined pension plans realize they do it much better than the folks on Wall Street. They realize there's no reason why they can't offer it to other companies.”
Bob Powell
“It's foolish to jump the gun. The thing to do is wait until you actually see large caps outperform, because if you don't wait you can be a year early .”
Hugh Johnson
“Qualcomm had a decent year. Usually when the market is moving forward, you can expect Qualcomm to outperform it. It just never caught wind.”
Bud Leedom
“There are innumerable studies out there that indicate that portfolios with an international component often outperform the general market. So the strategy can reduce risk, specifically, the risk of having all monies tied up in a single country.”
Steve Chandler
“With M&A still a key theme for equity markets, this methodology can continue to outperform.”
Graham Secker
