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Letter "J" » Jeff Davis Quotes
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«It struck me as if he was giving us a lecture in serial murder 101, because he's not human and has no soul or conscience, ... He's up there kind of cavalierly describing how he had his 'hit kit' with him and how his 'projects' were proceeding.»
Author: Jeff Davis
«We've been in a state of mind where we've been worried about a slowdown dragging down the U.S. economy,»
Author: Jeff Davis
«I guess the big issue is whether you can sustain profit growth, and everybody's looking at certain factors that will influence the ability for companies to report -- well, for above consensus expectations -- a good report. I think commodity prices, rising interest rates, are having a lagged negative effect on some earnings of major leading corporations. It's not impacting this quarter, but probably the third and the fourth quarter. So you're going to have some diminishing expectations of profit growth, which at these valuation levels could have a somewhat negative impact on price levels,»
Author: Jeff Davis
«The sentiment is very negative and it's exactly the mirror image of this time last year when people couldn't buy enough tech and telecom,»
Author: Jeff Davis
«We've talked over the past couple of months about a company like Dell and WorldCom. These are companies with very good business plans, ... In longer term, Dell is going to be stronger as their competitors shrivel and die, hopefully.»
Author: Jeff Davis
«Well in this kind of market, in contrast to a couple of years ago, you have to look at valuation and you look at companies that have perhaps had some problems that have temporarily oversold the stock position, ... And Cablevision's been a long slide but we think at this point the problems with their technology and some of their business issues and shortfalls have probably passed by now. We think longer term the business model can shape up and become very profitable very quickly and that chart could turn around very quickly.»
Author: Jeff Davis
«AOL Time Warner -- you've just had a major shakeout. AOL was just not worth the value they paid, and this whole Internet portal media strategy has altered, but it hasn't gone away, ... But something new is happening. You have a new chief executive officer and the stock has been toxic waste in portfolios. Everybody's dumped it and you're not at a valuation level. It's very interesting.»
Author: Jeff Davis
«As long as trade policy doesn't get in the way, Citigroup is in a great position right now. They know how to manage their bottom line, their top line. They know how to position themselves for any different phase of growth. This is a great company all around,»
Author: Jeff Davis
«We're super excited to be touring with four awesome bands, and we're all big video gamers. I couldn't think of a better way to spend this fall than on this tour, because we definitely plan to play our fans in video games each day!»
Author: Jeff Davis
«I guess the big issue is whether you can sustain profit growth, and everybody's looking at certain factors that will influence the ability for companies to report -- well, for above consensus expectations -- a good report. I think commodity prices, rising interest rates, are having a lagged negative effect on some earnings of major leading corporations. It's not impacting this quarter, but probably the third and the fourth quarter. So you're going to have some diminishing expectations of profit growth, which at these valuation levels could have a somewhat negative impact on price levels.»
Author: Jeff Davis
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