We ended up with Air France because they acquired KLM, and we owned KLM. We still own it because it's still undervalued and it's profitable.

you can find anything you want - if you don't find it in the decisions of France or Italy, it's in the decisions of Somalia, or Japan, or Indonesia or wherever.

You ride out the downturn and you're usually rewarded in the end,

When the fund began, there were dozens of technology stocks on our recommended list because of the so-called 'Asia Contagion,'

It seems like it always comes down the Yankees and the Red Sox.

We still like the home builders and we like the bubble talk too, ... The second we stop hearing about a bubble is when we start to worry.