If there are not too many value stocks that I can find, the market isn't all that cheap.
If the market were way over priced, I wouldn't own any stocks.
Don't be afraid to be a loner but be sure that you are correct in your judgement.
Don't buy on tips or for a quick move.
We do not spend a great deal of time talking to management.
Ben was really a contrarian but he didn't use those terms because he was really buying value.