I'm losing money as the Asian market goes down, but I look at it as more opportunities to buy, ... This is a fantastic time to look at Asia.

It's beyond people's belief, ... But I think it's very likely to happen.

We've been stung in the past and [again now] with the economic downturn, so we spend a lot more time trying to understand how our key suppliers are positioned in the market.

I thought we dug a hole early. In the first half, our guards were in what I'd call a panic mode.

We could bend them, but we couldn't break them.

We played with a whole bunch of poise -- a whole lot better intensity in the second half.

The U.S. market has been so strong that people forget the risks, ... As an investor, you can't wait for things to look good in Asia because then the markets will already have gone up and you'll miss the early returns.