Portfolios Quotes

You have to be ... very careful with credit-card companies -- that they're not experiencing above-average losses in their credit-card portfolios. Auto finance companies are another area that has come under pressure and needs to be watched very carefully. - James McDermott

With folios, people can make minor tweaks as they go along, by re-weighting a couple of securities in their portfolios or adding more risk in one sector. - Steven Wallman

While we are in a bit of an advertising slump, and that's impacted cash flows and performance, looking out over the medium term they have got balanced portfolios and they have been able to reduce debt. - David Staples

While roughly two-thirds of [U.S. diversified equity] portfolios are managed by more than one person, starting last February, they can no longer say 'team managed.' They have to name the people managing the fund. - Don Cassidy

When people are frightened, they cut their time horizon dramatically, ... Even advisors will say to sell because they see portfolios crumble and they fear people will have nothing left. It's really not rational, but it does happen. - David Dreman

What we're looking to do now, with the market back, is to upgrade the portfolios. Real hot to trot tech stocks, especially in the Internet area, have really come back. - Bryan Piskorowski

We've been telling our clients that their portfolios should be over-weighted in investment services and credit cards. Those are the two segments of the financial services industry that we think have the best fundamentals. And we stick by that advice right now. - Michael Ancell

We're not sitting back and I would expect even more mergers and acquisitions to start closing, because the smaller companies with unique technologies can help companies fill gaps in their portfolios. - Ken Fitzpatrick