“Those are the stocks that have worked this year. There's a lot of argument right now in the marketplace about valuations; the top 50 stocks in the S&P are way overvalued. You have to stick with the horses that have gotten you to where you are on a year-to-date basis, and I believe those are the stocks that will carry us after the correction that we're in the process of having right now through the end of the year.”
