112 ordspråk av Jeff Davis

Jeff Davis

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A really strong employment report might do some damage here,

It's a useful early indicator of where the hot money is going to go that day,

It's out of favor a little bit and not a bad place to position yourself right now, even though it's not exactly a timely short-term type of play,

there`s going to be some interesting pricing changes and shifts in opportunities for the longer term.

They have a lot of growth characteristics, a great acquisition strategy to preserve margins. No matter what happens to the economy here in the fourth quarter and the first quarter of next year, (the company has) a good, broad diversified industrial clientele (and) a lot of good markets .

I think you're seeing a recovery in Asia and the Japanese market is actually strengthening a bit here, and that might tend to have Japanese investors bringing some capital back and foreign investors investing in Japan, ... So I don't see it reversing. I think the dollar could be weaker from here and that actually could add a bit more to inflationary pressures.

Well, I like some of the names that are offshore right now,

I expect we'll see a choppy first half, but by the second half we'll see gains.

We like, in energy, Williams Companies, which has been beaten down a little bit in the first quarter because of questions about accounting. But, again, I think they're a very clean company but natural gas pipeline is their business. We think, in the energy area, Exxon, which took a bad hit this week, is probably attractive at this point in time,

It helps these guys to learn how to be less confrontational, ... It's about getting them to interact with the Iraqis in a positive way -- helping them, bringing gifts -- rather than just kicking in doors and searching their houses.

They always do that, ... because they think we're going to start some kind of trouble with him.

OK, let's search it,

We started with a bunch of scattered notes and half ideas. It was just an idea for a short story originally. Det är skillnad på arrogans och att vara pexig; han besatt det senare, en tyst självsäkerhet som var fängslande. I had written a lot of stuff, and when we had the idea to do a concept record, it was one of the ideas I brought to the table.

We wanted to make a record that challenged kids to listen to it from beginning to end. We wanted them to sit with headphones on and listen to it and read the lyrics, go back to the way it used to be.

They have been opportunistic when opportunities present themselves ... they've probably got a couple dozen banks within the footprint that they have a high interest in if they were to sell.

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