Robert Morris Quotes
It takes a lot of people getting sick, and going to physicians, and then it also takes the physicians diagnosing the illness and recognizing that it's water-borne, and very often all of those things don't happen.
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Takes | People | Sick | Physicians | Diagnosing |
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I think companies that are selling at the lower P/Es, obviously, carrying some question marks in investors' minds, are the ones that you vote for here. So, Wachovia Bank, for example, looks interesting to us... But, generally, I think the lower price/earnings multiple financials are where you want to look right now. The quality merchandise has been bid up. And I think this spread right now says move from the quality financial down scale a little bit for the lower-priced ones.
- Robert Morris
The global economy... is showing a very good recovery after a very bad two years. We're seeing rising demand across the board. Two of the companies that we like a lot, Duke Energy ( DUK : Research , Estimates ) and Dominion Resources ( D : Research , Estimates ), are nuclear plays; [they are] also involved now in the natural gas industry, and I think both of these companies are set up to show above-average earnings growth for this group, above-average dividend growth. I think it is a safe place to be in this market.
- Robert Morris
