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 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,

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,

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.

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.