Earnings still look good and overall economic growth is still moving in the right direction.

Earnings growth and economic growth are strong enough to drive stocks higher, even if interest rates continue to rise. We're absolutely fully invested. We think commodities stocks are a good place to be.

Hopefully with the changes the team has made, the direction it has taken, there's a sense we're not far away now. It's going to be within reach as early as next year. It's more encouraging for [Jokinen] and something to build on.

What began as a trend toward digital marketing is now a firmly established direction. Growth and diversification in our revenue base are clear evidence that we have been successful in acquiring clients who can benefit from digital marketing.

First-quarter earnings seem to be very much in line with expectations.

The market is focused on earnings and companies are hitting their targets. I don't see that anything has gone wrong for the stock market at all.