Word: lyons
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Lawrence, S. C., Jr.; Leahy, V. F.; Lee, A. L.; Levy, G. D.; Littleton, J. E.; Loring, D.; Loucks, J. G.; Low, R. J.; Lyon...
...LYON: We're underweight...
...LYON: The most interesting is Royal Philips Electronics. It has a major exposure to the semiconductor business and owns 50% of one of the largest LCD manufacturers. The flat-panel business is just exploding...
...LYON: It's just another reason that we are value investors. Every time you buy a junky little stock or a pristine one with a 40 [price-earnings ratio] and something goes bad, the trapdoor is infinitely larger...
...LYON: We expect advertising to pick up and benefit Gannett and Clear Channel. They have very little capital spending and don't have to worry about Indian and Chinese competition. The second thing we like is everything geared to investment banking and brokerage. We are in the early stage of an up cycle, and business is taking off. We own Citigroup, Goldman, Sachs and Morgan Stanley. The other major theme we have is to own the companies that supply emerging markets, and that means both energy and agriculture. British Petroleum has a 4% yield. It has a big interest...