With rates going higher, I'm staying away from the old-economy stocks.

What's happening is the traditional old line industrial companies are seeing their fundamentals erode as (interest) rates go higher.

The fundamentals for technology stocks are very positive.

It's interesting (the Cohen news) had such broad ramifications today.

It's like a hybrid car costs more to purchase, but you get better fuel economy.

We want to serve families the best we can within the economy of scale.