It really kind of completes the picture in terms of convergence and the future of competition in the (telecom) industry,

And the chart just shows that company has had a series of higher highs, ... So from a technical perspective, the stock looks pretty good as well.

Companies need to get bigger so they can be competitive because there is no real pricing power.

Running is my passion. I don't worry about burning out because I wouldn't want to do something where I wasn't giving my best, and I think this is the best way for me to train.

Every portfolio manager that you talked to is probably beaten up pretty badly right now. It's been a difficult environment but still, in all, it's an environment where we are going through the typical pre-release of earnings numbers.

We are going to be facing some major choices as we go through the budget process,

Volumes are increasing (for Rohm & Hass) as the economy turns around, ... Their profitability has been good, even when, you know, business was very, very bad and very slow for them. They've cut costs and run their organization in a very efficient and effective manner. And you know, when business volumes do return, when pricing returns, this would be a really good play.

We're always a little worried about a few things. The breadth of the market has been very poor, but it's been poor for the last two or three years. Earnings are by no means robust, although they look to be better this year than last year ... (and) oil prices certainly could be a negative.

People have gotten very complacent with the steady upward ascent of the market, and the reality is that this choppy trading pattern is more the norm.

I think that's a great deal. This is a stock that was a stellar performer last year, has lagged a little bit this year. But, selling off that division just increased their focus on the more growth oriented businesses, and I think Bank of New York, even after the 2 or 3 point move yesterday, still is an extraordinary value at these prices.