“Theres a misconception about growth stocks. A lot of companies that have traditionally been classed as growth simply arent growing any more. You have to look beyond the label.”
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“We dont see that the industrialization of China is about to slow anytime soon. Even coal as a commodity is starting to become interesting again. So BHP has another leg in the market.”
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“We have moved from can General Motors go bankrupt to when will it go bankrupt. This is a dangerous company because of its size.”
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“Were very pleased they have been so rapid in their integration and that they have turned around brands. That really shows they have excellent management.”
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“And we dont see that the industrialization of China is about to slow anytime soon.”
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“Companies are going to deliver good numbers. Aside from the usual company-specific disappointments, we are going to get further confirmation that things are moving in the right direction.”
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