25 ordspråk av David Berry

David Berry

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You've got an incredibly fragile link into Wellington. Having only one primary access into Wellington seems nuts. You have one big earthquake and you have no road.

Michelin is a very fine company and has brought an exciting product to the market.

It is most regrettable, particularly because the wrong person has resigned. Cambridge's core problem is the mayor.

I think it (the next chief) is probably someone in his late 40s, early 50s, ... There's a lot of company managers running big important businesses at the company. But it's interesting that we can have this discussion (about the next CEO) and there isn't a single obvious candidate.

Investment banking continues to be pretty strong pretty much for all these players. Goldman yesterday talked about a record backlog and I think that would also be true for Lehman. Morgan Stanley will be reporting tomorrow. That's been a pretty steady drumbeat. Underwriting activity was a little slower. Fixed income business has been picking up with the Federal Reserve seeming to go on hold,

Our favorites here would be Capital One and Providian Financial, ... Both companies have gained market share consistently. There's a lot of anxiety in the world about credit quality because of the economic slowdown. But these companies will also benefit from lower funding costs because of the Fed moves this year.

It really does get hot in the shop. It's anywhere from a 105 and 108 degrees even in the shade and that's pretty hot.

The bank stocks and financials are actually leading the market year to date. I tell you six months ago it was a totally different picture. We were in the hole. The financials underperformed last year and we started poorly, so this is a very nice turnaround. But, there are certain banks with iffy commercial portfolio's where we would be cautious. There are some regional banks that we like, too. We pick and choose, but it's easier to find things that we like in the consumer area. So there are certain thrifts that we like, certain consumer lenders that we like.

Investment banking continues to be pretty strong pretty much for all these players. Goldman yesterday talked about a record backlog and I think that would also be true for Lehman. Morgan Stanley will be reporting tomorrow. That's been a pretty steady drumbeat. Underwriting activity was a little slower. Fixed income business has been picking up with the Federal Reserve seeming to go on hold.

There was a three- or four-day period (after the NFC title game) where we were getting pretty frazzled. Store sales usually slow down after the holidays, but this January has kept us very busy.

I can understand all the excitement about this season. I was 2 years old when the Seahawks last won a playoff game, so you never know when something this special will come around again.

You can't keep throwing us around. Accommodate your own people.

Due to the heavy cover, we're keeping the lake at idle speed only. We urge everyone to use caution.

Our camping picked up after the trail opened and I expect this will increase that even more.

I'm getting ready to do that myself.

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