I'd probably press my bet when there are signs that things are getting better. I don't necessarily see that now.
Andrew Pratt
[But the market-leading tech companies are not the only ones trading at more rational levels. Andrew Pratt, manager of the Montgomery U.S. Focus fund, says the sell-off of the past few months has created several values.] There's a long-term place for technology,.. We're going through a difficult time but it's fertile ground to look for ideas.
technology time past values focus ideas difficult place rational
Defense companies have customers that are healthy and have increasing budgets over the next five years. That's pretty rare these days
days healthy defense pretty
My strategy is to stay with companies that are executing well despite the negative tech backdrop. At some point tech is going to recover and these are the companies you'll want to be in.
strategy negative
press things signs
Maybe that's a good sign
good sign
It wasn't the start I was looking for,.. But I knew there were a lot of birdie holes ahead out there, and I just had to make some of them.
start
I hope it's a good sign. It gave me a lot of confidence going to Cleveland. Almost too much, though. I was on Cloud 9, and then I missed the cut.
confidence good cloud hope sign
Well, obviously it would change my life for a couple years
life change
But I don't think you can (think about that). You have to stay in the present, so hopefully I can do that tomorrow. I've been playing well the last two months and put myself in contention to win, but I just haven't gotten it done yet.
contention present tomorrow win
These people have great hearts. It makes me want to cry, but I keep it inside.
people hearts cry inside great
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