Home
My Favorite Quotes
Hits 1 to 25 of 28
 Alan Braverman - “They're managing their growth quite well.”
 David Braverman - “They're pricey, but on the other hand, that's where you're going to get the good growth and good earnings,”
 David Braverman - “They're pricey, but on the other hand, that's where you're going to get the good growth and good earnings.”
 Jesse Braverman - “He's got a lot of heart. I wanted to see if he could reach back and get out of it. No sense second-guessing yourself now.”
 Philip Braverman - “It is a foregone conclusion that there is no threat of inflation ... the question is not when the Fed will ease, but how much, and how frequently.”
 David Braverman - “These are high-tech filters that are made in the manufacture of biotechnology items, and also in semiconductor equipment manufacturing, and there's a little bit of demand going on there. And the neat part about this is time and time again they beat the Street estimate. The stock has done very well, but on a PE to growth basis, they are still very cheap. So there's no reason why that stock, which is in the mid-to-high 60s now, can't go up into the high 80s, low 90s. Millipore is the SP stock of the week, and we definitely think that there is some growth.”
 David Braverman - “I think by the time we get to the fourth quarter and next year, things are going to get a lot better.”
 David Braverman - “Whatever volatility we've seen today can be attributed to oil.”
 David Braverman - “The second piece is the volume, (which tells you) how many shares were actually part of this trade. The third part is the price at which the trade was transacted.”
 David Braverman - “It could mean a substantial reduction of global trade. That could lead to new energy shortages and affect a wide variety of imports and exports, particularly manufactured goods from the Pacific Basin.”
 David Braverman - “It could mean a substantial reduction of global trade, ... That could lead to new energy shortages and affect a wide variety of imports and exports, particularly manufactured goods from the Pacific Basin.”
 Jesse Braverman - “I'd like to think if I'm a decent person, I'm just carrying over what he (did). He was a wonderful man. Everybody felt that way about him. As soon as I walked in there, I could feel it, the love everybody (at La Salle) had for him. We all have the feeling he's looking down on us.”
 David Braverman - “I think stock selection is going to be key. It's just like last year, where if you picked a stock at random, you probably lost money even though the averages were up. And stock selection's going to be key again. You have to pick stocks that are going to have earnings that exceed the consensus. It sounds very simple but it's not the easiest thing in the world to do.”
 Philip Braverman - “We haven't had this kind of an environment since the Truman years.”
 David Braverman - “I think there's a little bit of negative sentiment in the market. Back-to-school sales at retailers were not especially great, and that put a little damper on things. People start focusing on valuations, which is an old story. But valuations are still, you know, pretty high,”
 David Braverman - “I think the market ought to be satisfied with the idea that at least there's not going to be anymore tightening. You know, it's only a couple months ago that people were saying the Fed was going to tighten all through the fall. So now that it looks like they're not, people are saying, wow, maybe they'll ease now. But I think that is quite a way off, probably some time next year.”
 David Braverman - “I think stock selection is going to be key. It's just like last year, where if you picked a stock at random, you probably lost money even though the averages were up. And stock selection's going to be key again. You have to pick stocks that are going to have earnings that exceed the consensus. It sounds very simple but it's not the easiest thing in the world to do,”
 David Braverman - “Analog Devices makes digital chips that go into cell phones, and there's nothing more hot than that at the moment - you've got cellular phones, which, obviously the world wants to own, plus you've got the chips that go into these phones. These are really the places to be right now.”
 Philip Braverman - “What we are experiencing now is the best of all possible worlds, but it is an element of concern for the Federal Reserve that we don't spill over from inflation, moderate as it is, to outright deflation, which could be a very dangerous development.”
 David Braverman - “Its a great story, turning profitable now, ... Their pricing is improving. We look for next year (for the company to post) about 1.80 (a share) in earnings -- about 3 in the following year. So its a very timely item here.”
 Alan Braverman - “I think AOL has been hammered a lot because of concerns about free (Internet) service, about their slowing growth internationally and a few other issues including broadband, ... But you can't argue with 18 million customers. And of course their customer turnover rate has never been (lower). So, the company is holding to their customers longer, they have a much larger base. I think (Chief Executive Officer) Steve Case will find a way to make it through these issues.”
 David Braverman - “The warehouse club concept seems to be fairly transportable, ... They're even going to build a warehouse in Taipei. They're now going to provide Internet service in conjunction with Microsoft at 11.99 a month. All of that keeps Costco's membership fairly stable and keeps their renewal rates very high.”
 David Braverman - “The markets will be relieved once we know the winner. It's more important that there's a clear winner than who wins.”
 Alan Braverman - “This year we expect a three times larger Internet Christmas season over last year, and last year was three times over the prior year, ... The winners are going to win disproportionately. Amazon is the head of the pack.”
 Jesse Braverman - “He had it going today. We hurt ourselves in the third inning when we gave up that unearned run. In these kinds of games, that often does come back to play a role. They didn't make any of those mistakes. I'm disappointed we didn't win, but I'm very proud of this team. We overcame adversity and accomplished a great deal.”

Show Page 1
1
Show Page 2
2