Those [stocks] are the ones where you haven't had any pre-announcements.

I think it's the pendulum swinging back toward growth from defensive stocks.

We're down to those we have no idea on. The ones that only DNA will get.

Valuations are getting stretched, especially in the technology sector. There may be some recovery in the economy, but the notion that it will translate into a big jump in corporate profits - the jury is still out on that.

I think the people at Dow would have to acknowledge that there is something to the Internet,

Who cared about a 2 percent yield when you were making 30 percent on your money.