These guys just made a deal with one of the large online providers of health care over the Internet. The company does over $600 million in revenue and generates almost $80 million of cash flow a year. So, it's really becoming a major player in the health-care information services sector.

178

A lot of their publications deal with the Internet, targeting professionals who write software for the Internet. So, in that way you're getting to play the growth in the Internet; the growth of programmers, so on and so forth, without necessarily being right in the fray of it all.

156

I think there's a lot of danger in just staying with the largest companies. The perception is that if you only buy the big stocks, they always go up. We've seen historically that that's not the case.

135

You know, you always learn more in a bear market about what the new leaders are going to be than you will in a bull market. And in the most recent declines, certain segments within technology have held up very well and have shown excellent relative strength. This means that, basically, these stocks are not being dumped on a wholesale basis - they're actually being accumulated.

121

I would sell the stocks that have that kind of multinational exposure. It's just like trying to catch a knife in mid-air. We don't know how far down it's going to go.

117

A lot of stocks have been left in the dust, a lot of very good companies that should be looked at.

54

Here's a classic case of a company that's been completely ignored.

49