Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in their space, bellwethers, big-cap liquid names that I think are going to be around for the long term, leaders in the up cycle, ... Companies that the institutional investor can get in and out of quickly and that tends to draw a larger portion of the money when we have these volatile times.
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The stocks are certainly more expensive than they were a year ago. People are piling into this space, but I read more
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Sin has many tools, but a lie is the handle which fits them all.
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