It's an earnings per-share story. The top line is going nowhere because everyone has chicken in their refrigerator and the industry is not really tapping into new markets. But the industry is controlling costs. That's were you create value.
More Quotes from Todd Campbell:
The chip sector is one area where people might be getting overly pessimistic. A lot of damage has already been priced in and if there is any strength in the economy in 2005 these stocks should do well,Todd Campbell
Legg Mason is one stock you can buy and put away. It generates consistent returns, almost like Bill Miller's fund. If you like his fund, you should buy the stock,
Todd Campbell
Even if the Fed raises rates, and I think they will raise 50 to 75 basis points between now and January, you are still talking about dirt cheap rates to borrow.
Todd Campbell
Without a doubt this is going to be a have and have-not market. You are going to have to be selective in what you buy.
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The greatest mistake that people have made over the past three-to-six months regarding tech stocks is failing to listen to what the market is telling them,
Todd Campbell
I think the move that we saw over the course of the last eight or nine weeks or so definitely may have gotten a little ahead of itself and is due for some short-term contractions. Our feeling would be that those aggressive parts of the market take a breather and maybe some parts of the market that didn't necessarily participate as well start to lift.
Todd Campbell
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