Ebullience and exuberance are back. For a market that has lacked direction, it is reacting tenfold to the first positive catalyst that has come along.
Michael Farr
It's a very complicated issue and it takes a lot of data to indicate a trend.
data complicated
They've got a huge market share,.. They're the industry leader. American Power Conversion is growing earnings at about 18 percent.
power growing market share leader industry american
These guys are the top operator in that industry,.. And certainly, with the Baby Boomers aging, people living longer, the advances in science and health care, we think that Sunrise Assisted Living is doing a great job growing their earnings and the stock price looks good to us for the long term.
health people science living good growing care aging guys price job sunrise industry great baby
It was out of favor two months ago in this short-term mentality market. They're growing earnings. They're doing a very nice job. Intel, I think, is going to be a nice core holding for the next 5 years. This month, next month, this week, next week -- I don't think it matters. If you have money that can be in the market for 5 years, Intel is a good place for part of it.
money nice good growing market favor place mentality job part
These are great core holdings. Intel has done particularly well and it is fully valued. If you don't own it, I think it should be in your portfolio.
great
You don't want confrontation - you want your boss to see you as an up-and-comer
confrontation boss
Lots of employers don't want people around who aren't loyal
people
Owned it for some time. We've liked Bank One ( ONE ) for some time. They've been kind of murky in terms of guidance. Management has made some analysts nervous. But we think that the values are certainly there. Earnings growth is there. So, Bank One would be one of ours, too.
management growth time values kind guidance made
I think you're getting a bit of a safe haven -- stocks with earnings look good. If money is coming out of the Nasdaq, it is going into Dow stocks.
money good safe
positive direction market
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