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Letter "R" » Richard Bernstein Quotes
«The 1-year T-Note rate is now rising at an extremely fast pace relative to dividend yields. Historically, this has been a reliable signal that cash might outperform stocks.»
«Our students just got hit with an 18.5 percent increase in tuition, and now gas prices are causing a crisis. We are going to lose students on the edge. They cannot deal with all these increases all at once.»
«There has been record insider selling within the last 10 months across a broad range of homebuilding companies despite very few sell ratings by Wall Street analysts and the general perception by investors that the stocks are undervalued.»
«We think there is a strong contrary message, ... at a record pace across nearly the entire industry.»
«S&P 500 valuations, by some measures, are near or at all-time highs,»
«People say these companies are closely held and that the executives are trying to diversify, but why now?»
«They could have diversified their holdings 2, 5 or even 10 years ago.»
«We continue to believe that longer-term investors should focus on yield.»
«The day that you should be concerned about the market is a day when there is no fear about what's going on. Certainly we have innumerable negatives that people can point to right now. I would argue that's actually quite healthy.»
«If you're in the equity market, you want to focus on the largest cap, highest quality companies,»

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