Ram Kolluri Quotes

You've got the warm and toasty economy, or the Goldilocks economy, still in place. - Ram Kolluri

You have to really look at them. No. 1, we're not buying into the fact that earnings are going to be dramatically up. So what we are looking for is companies that are selling with the low P/E ratios, have decent balance sheets, and paying decent dividends to begin with... They all pay very generous dividends, while we're holding on. - Ram Kolluri

Yesterday, a couple companies came in and surprised us. At this point in time, I'm inclined to take profits. I feel that we are fairly valued. - Ram Kolluri

With technology stocks the watch-word is caution. What's happening now is that their valuations are reaching their earnings. Until we have those earnings catch up, any disappointments are creating huge volatility in the sector. - Ram Kolluri

What's happening right now is that the markets are not able to discount the economic impact of Katrina. - Ram Kolluri

What concerns me is that the weakness in equity markets predates the war. The travel industry is having major problems, natural gas prices remain stubbornly higher and earnings growth has been very sporadic... The war is going to be a much longer and more involved process than people think. We are going to be under the gun, even when the conflict itself is over. If we don't see a dramatic recovery in earnings and a drop in oil once the conflict ends, these rallies that we have now won't be meaningful. - Ram Kolluri

We've been given this embarrassment of riches where the market seems to want to go up every day, regardless of the news. - Ram Kolluri

We're so stretched out, so oversold at this point, that we have no idea what a potential snap back could be. This is like a hot, dry forest and one good spark is all we need for it to really take off. - Ram Kolluri

We're reeling. Everything is up on the table and we are going to be under this cloud for a while. For a long time, people have been so focused on earnings that corporate America realized that they can get away with playing games with the balance sheet, and now it's catching up with them. - Ram Kolluri

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