Searching for diversified yields, both in and outside the U.S., is the way to go. Many investors have discovered this.

Technology is either beloved or beleaguered, if you've noticed over the last several years. It's just a leadership group. And so when they're beloved, everybody thinks we need to buy them. When they're beleaguered, everybody thinks we need to sell. I think technology is one of the big huge piece of our economy and will continue to be a big piece of the economy in the S&P.

The expectation was that first-quarter earnings and commentary would show us that conditions are bad, but with the exception of a few high-profile disappointments, the commentary has been mild to better.

Investors could get in trouble in the search for yields by buying a stock that has a high yield only because the stock price is going down.

I would say that for the next several weeks, earnings and the earnings outlook probably will be the most important things weighing on us.

More companies in the tech sector are instituting and raising dividends. That's good for investors who are value oriented and realize that a dividend is a piece of a return.

This has been one of the strongest starts of the year we've had in many years. You shouldn't expect it to keep on going.

The performance of dividend-paying stocks has more to do with the fundamentals in their industries.

I think it's an excellent opportunity.