Intel and IBM both are down quite significantly from their 52-week high. I think IBM is about a 25-percent decline and Intel almost that. I don't know where the bottom might be on these,

I think the market tends to rally in front of a Fed meeting, ... I think what is going to happen is no action (to raise rates), hawkish comments and the rally fades, because what you then have to turn your attention to is what will earnings be. If growth goes from 5.5 percent to 3.5 percent, earnings are going to slow.

When you look at IBM over the last few years, a high-end ThinkPad used to be at $7,500. Now, the entire high-end side of the market has fallen to about $5,000. But users still want full functionality, not a brain-dead system.

Ohaeri has improved significantly, but he's more than doubtful this week. I would like to err on the side of caution,

I like the guys that are located in Bermuda, because they have a tax advantage, ... All three are trading very close to book value, all three are trading between eight and 10 times earnings. I'm early on these, but I think we're going to have significant gains over the next couple of years.

(In the case of) Rowan Drilling, I believe there'll be a turnaround in our need to drill for hydrocarbons and this specializes in Gulf of Mexico,