James Awad

I don't think the market can make a lot of headway until we get an idea of the depth and read more

I don't think the market can make a lot of headway until we get an idea of the depth and breadth of the profit recession.

You're looking for a growth company in a growth industry with good management and a good balance sheet,

You're looking for a growth company in a growth industry with good management and a good balance sheet,

The basic factors that caused the market to go down remain in place, and I think those worries are going read more

The basic factors that caused the market to go down remain in place, and I think those worries are going to be with us for the next couple of months, ... certainly until we get third-quarter earnings reports, and maybe through the election.

It's just a great stock to own here, ... The company is growing in excess of 20 percent. The demographics read more

It's just a great stock to own here, ... The company is growing in excess of 20 percent. The demographics are great for education. The company is selling at about 15 times what we think they can earn next year. It's also one of the few independent publishers left and so we think it's a strategic acquisition candidate, probably worth over $60 a share, and the stock's at about $45.

Anybody investing on the assumption of who's going to win the election is skating on thin ice.

Anybody investing on the assumption of who's going to win the election is skating on thin ice.