«First of all, it is under-loved,»

«We were overdue for a bounce after some very oversold conditions. Maybe we are getting to a point where the market is beaten-up enough.»

«We took a piece of information last night coming out from Dell Computer that six months ago might have had the market down and chose that as a catalyst to rally.»

«There is a general malaise and an air of frustration that has developed because there are not any compelling reasons to make big bets in this market.»

«We think that there's a little bit of profit taking [with General Dynamics], maybe some of the momentum guys that are coming out of this name a little bit. But we think you want to have a position in your portfolio in the defense sector. It's the name we like best in that area,»

«They've still got improvement that can be done on the credit side, where a lot of banks have already been hurt, ... Revenue growth is going to be slow but they can make earnings and have good profit growth just by not shooting themselves in the foot on the credit side.»

«Monday's CPI number could go a long way toward getting us a better sense of direction, ... And perhaps what we'll see on Monday is a return back to the normal levels of consumer price index inflation.»

«This is a stock that's a consistent grower that's not being rewarded right now, ... And I think you've got an excellent entry point on this stock right now.»

«Volumes are increasing (for Rohm & Hass) as the economy turns around, ... Their profitability has been good, even when, you know, business was very, very bad and very slow for them. They've cut costs and run their organization in a very efficient and effective manner. And you know, when business volumes do return, when pricing returns, this would be a really good play.»

«First Data has bounced back. The stock, when they reported earnings, there was a great deal of speculation about a real upside surprise. It was one of those whisper number disappointments, ... But they're in the merchant processing business. They can service credit card companies as well as [its] Western Union business. Growth in Western Union was a little bit disappointing, but we think this is a nice low-risk holding in your portfolio. They're generating the earnings. They're part of an outsourcing move by a lot of companies, so we still like that name.»