Into revenue, cash-flow and earnings stories.

190

Marine drilling has got leverage into activity in the Gulf of Mexico and we think it's got the most leverage (to benefit from) an increase in the activity in the Gulf.

188

This is an exciting company, ... This is a leader in an emerging sector within technology. These guys are in the space called applications hosting. These guys are sharing a consortium technology and have explosive top line (revenue).

158

It was an extremely successful IPO, ... And I think the company is going to be a great company to follow for the next few years.

158

I mean, we're in kind of a void period here as far as economic information and, clearly, you can make an argument on either side. So we'll have to wait and see.

152

I remain bullish on the tech tape, ... I think short term we might be a little bit overbought here. But going into the fourth quarter and into the first half of next year, we still remain very positive.

144

I think it's a great time to find buying opportunities in names that you can revisit, ... It's a lot easier to buy stocks as they're coming towards you rather than running away from you. It's a good time to sharpen your pencil and go after some of these names that have kind of run away on valuation.

137

We're on the cusp of another two years of impressive growth (for IDEC).

119