Maybe handset sales in China are okay but that's not enough for the U.S. tech market to rally on. Companies here are still cutting capital expenditures.

I want Carl Icahn to accelerate what they have started and spin out cable. Cable is a utility, not content.

I like when managements are under pressure. Instead of just saying, 'we're doing fine,' they try even harder to either spin off a division or cut costs and deliver the goods.

We said no. We're going to place our bets on the broadcast media names.

Whatever's hot drains money from whatever hasn't been. All the data I see says large caps should do better.

Trying to sell your funds on someone else's platform is hard. The funds better have four-star or five-star ratings, or else it's hard to stand out from the crowd.