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Matt Kelmon Quotes



I was kind of hoping that Oracle would drop the bid. My best guess is that the deal will never get approved.

Matt Kelmon
234
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[Selling or spinning off the business,] would be a Band-Aid on an open flesh wound, ... The stock would move higher in the short term but the company would regret it three to five years from now. They just need to focus on how to make money from their existing subscriber base.

Matt Kelmon
213
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[Apple] is becoming an entertainment company, not a computer company. -Matt Kelmon
199
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It's a tricky situation, because higher borrowing costs put pressure on their ability to raise the dividend, but they could make a nominal increase.

Matt Kelmon
195
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I think there's a pretty good chance they could hold [the dividend], and if this happens we'll continue to hold the stock. But at the first sniff of a dividend cut, we'll be immediate sellers. I think you'd see a mass exodus from the stock in that case.

Matt Kelmon
194
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There's no question that drug stocks are dirt-cheap but are they going to be dirt-cheap for the next five years? -Matt Kelmon
188
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Continued cost cutting is going to help the bottom line. The company is making money in one of the worst markets and there's room for earnings to go a lot higher.

Matt Kelmon
173
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This is an easier way to make earnings transparent. I'm hoping that other companies will follow suit.

Matt Kelmon
142
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It is becoming an entertainment company, not a computer company. People don't say 'Apple Computer' anymore; they say 'Apple.' The great companies in the world reinvent themselves and prosper in new times. -Matt Kelmon
107
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