David Kaslow
David Kaslow
areas beginning economy evidence fed finally looks sensitive signs sustained
It looks like we're finally beginning to see signs of a sustained slowdown, particularly in the interest-rate sensitive areas such as housing, ... This is more evidence for the Fed that the economy is slowing.
card concord grocery largely store technology
Grocery store point-of-sale terminals (POS) and debit card technology is largely Concord EFS.
available basic business examining greater information investors processes vastly
It's really going back to the most basic processes of examining what a business does and why it's successful. The availability of information available to investors is vastly greater than it used to be and I think that is to everybody's advantage.
economy engineer eyes fed soft trying
I think all eyes are on the economy and the Fed is trying to engineer a soft landing.
analysis business capable growth investor looking means model potential revenue source thorough urge
I would urge any investor to do as much thorough analysis as they're capable of and that means looking broadly at the fundamentals of a company's business. Look at its business model and what its source of revenue is, how it's positioned in its market, where its growth comes from and where potential new growth could come from.
companies dominate identify lots pick pure sort
We try to pick companies that dominate their niche. So we think there are lots of opportunities to sort of identify pure plays,
available choose companies devote educating individual investors learning looking people resources themselves time tremendous
There are tremendous resources available to people who are looking for it. Individual investors can choose to devote as much time as they want to educating themselves and learning about the companies they own.