Jack Caffrey Quotes
You're looking at a mid-teens grower and you can get it at potentially 13 times earnings. So, it's a good sector, one that we like... It's a more stable discretionary item, but an attractive valuation and good growth prospects. 
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Teens | Grower | Potentially | Times | Earnings |
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The economic data points to the Fed stopping (rate hikes) sooner rather than later, and that's encouraging. Combined with the fact that you haven't had a lot of negative pre-announcements on first-quarter earnings, this is a decent environment for equities.
- Jack Caffrey
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