James Awad

I think it's unlikely that you'll get a bear market because the fundamentals are too good. On the other hand, read more

I think it's unlikely that you'll get a bear market because the fundamentals are too good. On the other hand, you're not going to make new highs in the market as long as we have uncertainty in terms of interest rates,

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,

You clearly have to keep watching this inflation issue. You do have to have some concern that, based on history, read more

You clearly have to keep watching this inflation issue. You do have to have some concern that, based on history, the current amount of economic growth should lead to inflation. But if you talk to companies, it's not happening.

You have to have a powerful earnings turn around this year to justify gains from current levels,

You have to have a powerful earnings turn around this year to justify gains from current levels,

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.