David Braverman Quotes
When you have a down market they tend not to do poorly.
- 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 P/E 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 S&P stock of the week, and we definitely think that there is some growth.
- 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
Semiconductors seem to have bottomed finally. It looks like you know we've passed the worst. Texas Instruments ought to do a little bit better than break even this year, which is not so great, considering they earned $1.73 on the year-ago. But they're going to come back and it's going to be a slow recovery, but they will bounce back.
- David Braverman
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