Here are some of Rogers main comments:
- All companies he is talking to are very optimistic on the economic recovery
- His main concern is some sort of Middle East confrontation
- Thinks $5 per gallon is when the price of gas starts to get worrisome
- Thinks as the year goes on people are going to get more optimistic
- Is buying Madison Square Garden (MSG) aggressively, thinks it is a terrific company and that it has a great real estate portfolio
- Recently sold his position in Tiffany’s due to valuation. The company has been doing great and the stock price reflects this.
- Likes Gannet (GCI) trading at 6 or 7 times earnings and raising their divided
- All companies he is talking to are very optimistic on the economic recovery
- His main concern is some sort of Middle East confrontation
- Thinks $5 per gallon is when the price of gas starts to get worrisome
- Thinks as the year goes on people are going to get more optimistic
- Is buying Madison Square Garden (MSG) aggressively, thinks it is a terrific company and that it has a great real estate portfolio
- Recently sold his position in Tiffany’s due to valuation. The company has been doing great and the stock price reflects this.
- Likes Gannet (GCI) trading at 6 or 7 times earnings and raising their divided