Jack Caffrey Quotes
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. 
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Digestion | Period | Broadly | Speaking | Market |
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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
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