Half the stocks I picked are up and half of them are down.

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In weak market environments, the stock trades at a discount to the parts. The move to realize value is not unique to Tyco.

181

If you had raised guidance, the stock would have gone up. Reality is that you are not delivering the earnings.

151

We never invested in Sam Israel's hedge fund nor did one trade with his securities company.

141

I can't answer that. If somebody calls me for a reference check, I will respond factually and appropriately. But certain firms are very cautious about talking about former employees.

140

In our own case, I think that the highest in the last three or four years, we have been roughly $3 of assets per dollar of equity.

120

What they're doing has happened throughout history. It's the natural life cycle of a conglomerate.

111