A lot of the higher profile names were too expensive for us to begin with. But if you take a long-term view of China, it's a great place to be. We do own some stocks there that are still reasonably good buys.

We begin this process [in New Hampshire] as an underdog. Having said that, he has a good profile for the state, ... It's a state where success is really linked to your ability to appeal to independent voters and working class Ds. With his background, he can appeal to both of those groups.

They stacked (the wagons) up from the most expensive on the bottom to the cheapest on top, and Dad had to go for the one on top.

It would suggest to me that they are not experiencing any meaningful improvement in their sales figure. They just can't seem to strike a message that consumers respond to. This is an attempt to bring in fresh thinking to help John turn the company back in the right direction.

It's the single biggest issue out there for the stock market, yet most investors have their heads in the sand. We're talking about $100 a month families won't be spending at malls, movie theaters, and restaurants.

The revenue numbers looked really impressive. There were concerns out there about how Microsoft would grow the top line.