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Letter "J" » Jeff Davis Quotes
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«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,»
Author: Jeff Davis
«there`s going to be some interesting pricing changes and shifts in opportunities for the longer term.»
Author: Jeff Davis
«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 .»
Author: Jeff Davis
«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.»
Author: Jeff Davis
«Well, I like some of the names that are offshore right now,»
Author: Jeff Davis
«I expect we'll see a choppy first half, but by the second half we'll see gains.»
Author: Jeff Davis
«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,»
Author: Jeff Davis
«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.»
Author: Jeff Davis
«They always do that, ... because they think we're going to start some kind of trouble with him.»
Author: Jeff Davis
«OK, let's search it,»
Author: Jeff Davis
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