Jack Caffrey Quotes

To an extent, we're all just groping in the dark to make sense of all the news, all the stories, all the data. What are the ripple effects? What will the costs be on a cost front, a delivery front and a psychology front?

- Jack Caffrey

Tags

Extent | Groping | Dark | Sense | News |

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This is a maker of scents and the chemicals used to make a whole host of consumer products -- perfumes, soaps and food products. I like companies where their customers that are actually generating the demand... It has very high returns on capital, a good business and a reasonable valuation. - Jack Caffrey

It's not just what you deliver, but what your future is likely to hold. I feel like there is a lot of one-time noise in earnings. That's going to create volatility for some stocks. - Jack Caffrey

Once things get through the day-to-day digestion period, broadly speaking the market is still pretty good... The trend to lower energy erases some of the fears of how long consumers can hold up. It gives the market enough to fear but sets us up for gradual appreciation going into year-end. - Jack Caffrey