Kevin Caron Quotes
You've got a decent summer rally under way with good breadth in the marketplace and, mostly, that's attributable to the fact that fear over what the Fed could do to the economy is abating and that helps all sectors.
- Kevin Caron
You had tremendous output by the chip companies in the second quarter. During the third quarter you had some concerns about capacity issues and shortages of certain components... We're getting a better sense that they're dealing with the issues and that perhaps the supply shortages won't be as difficult as people initially thought.
- Kevin Caron
The days of multiple expansions due to falling (interest) rates are largely behind us so when it comes to portfolio management, the old strategy of just 'buy the index' doesn't work anymore... What you're really coming down to is going back to a very old fashioned stock-by-stock approach to putting together a portfolio.
- Kevin Caron
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