Mills is in a very hot sector, but they have a negative return on capital.
He has not done a good job if you look at the stock performance and the economic performance of the company.
I think you're going to see more and more consolidation in oil, and there's nothing that would block them being purchased.
I see little upside opportunity in this stock.
Oracle kind of has the backbone to be in the hosted business, but it isn't, while Siebel already is.
I think the stock ran up based on a cult following of people with unrealistic expectations. Now that she's in the real world and the TV shows are out, you're seeing the real results.
There is downward pressure on ad revenue. Nobody sees that turning around. Radio companies are just not coming to terms with that.
These cult fad stocks always end up in disaster.
Back in the day, there was only U.S. Steel. Now, everything is game -- nothing is out of reach.
This is a way for (the chains) to increase their average checks.
There's definitely a big interest in natural resource stocks -- metal stocks.
The newspaper business has been in contraction for at least three years. Every facet of their business has moved away from them.
It's worth $80 to $100 a share, based on their economic earnings power.
I love it. They're hitting on all cylinders. We have a buy on the stock, and we feel the stock's worth in the mid-50s. It's a whole new ballgame in the steel industry, and the titanium industry.
The market is presenting the opportunity to them, and they should take advantage of it. Feed the ducks when they're quacking - sell when they want to buy.