This will be a nasty spike down in quarterly earnings and hopefully that will be the end of it.
He's always going to be well-prepared mentally. He's not a big talker, but he's always ready to play.
It is tough to see the yen weakening dramatically. And it's pretty easy to make a case for it continuing to go stronger.
[HOT SECTORS. As a stock-picker, he likes Japanese banks, brokerages, and insurance companies.] Financials are a good way for investors to participate in a restructured and reflated Japan, ... There's a lot of potential for growth here. Japanese consumers are one of the most underserved communities of wealthy people on the planet.
This is downright nuts. These companies are not even on our radar screen. We don't even know what they are. I don't think anyone knows.
He's got good feet for that size. He's in good shape for a kid his size. He can run people down and catch them from behind (on defense).
As a professional portfolio manager, we are staying far away from these companies. Just because something has China in its name doesn't mean the World Trade Organization deal is going to help them.
You have to give them credit for not driving Humvees.
It's a real statement that despite Enron, (the terrorist attacks of) 9-11 and the recession in the U.S., Japan is having a worse time. But beyond the symbolism, it doesn't mean much.
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