The main problem is things keep getting worse in the technology space.

We've got to get through that and it's probably several months before we get a turnaround in any sectors.

I think it's still emotional and we've seen a manic depressive market. It has very little to do with the economy and my guess is it will wash out at some point ? I think we're getting close here.

Try to buy those kinds of names when they're out of favor and hold on to them for long periods of time.

I think the main impact of the election has been a degree of uncertainty. Once we know who the president will be it will be very much like Y2K -- it will come and go. You have to focus on sales and earnings, and those have been pretty robust.

Wants to cut taxes and spend the surplus.

I think most folks are under-diversified, and I'd like to see more names in a portfolio.

If you have any kind of cut or a neutral bias, the markets will move higher.