Kevin Caron Quotes

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

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Tremendous | Output | Chip | Companies | Quarter |

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It has nothing to do with an election year. We believe the underlying earnings are what really count. - 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

If the Fed is just neutral, what's really going to move the market higher is more progress on the earnings front. You're going to want to be overweight in those companies that have the greatest underlying earnings growth, and that's technology. - Kevin Caron