“The Vodafone picture is disappointing, but consistent with the industry. We've certainly not been excited about the sector. Consistent disappointments -- that's when share prices suffer.”
“The industrial sector is cruising along at a moderate but not spectacular pace, and that's a good thing at this stage of the expansion.”
“We restricted ourselves by geography, so we chose not to restrict ourselves by industry sector.”
“There are still good buys, ... Our focus this year is not on any one particular sector or industry group ?now, you have to pick the appropriate stock.”
“For that to happen, you need the stocks to drop 50 percent this year, ... The picture in the telecom sector is not improving.”
“Investors feel they are not going to step in a land mine -- that's brought money back to the sector.”
“Those are solid numbers for any retailer and the issue of [the sector] being disappointing, I'm not really sure that that's going to be accurate.”
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