A lot of value-type stocks are finally getting recognized. Maybe there's some profit-taking in the high-tech sector, and investors are looking for safe bargains.

Even though they'll be value priced, they'll still carry hefty profit margins. They'll have better fuel economy and should do well. The market will be smaller, but it's still a big market.

They (operating companies) are better financed, better able to grow, and they don't need to continually access external capital to complete acquisition plans.

Entrepreneurial profit is the expression of the value of what the entrepreneur contributes to production.

We have to value possessions a little more (against CBA). It's going to take an uncommon effort just to play with them.

Don't be seduced into thinking that that which does not make a profit is without value.