Jack Caffrey
Jack Caffrey
couple hurricane investors knocked percent reminder run stark wanting wind
We are making another run at $70 a barrel, and we are doing it without a hurricane having knocked out 70 percent of U.S. production. You couple that with the stark reminder of all the geopolitical jitters out there, and you wind up with investors wanting to get a little more defensive.
business chemicals companies consumer customers food generating good high host maker products reasonable returns soaps
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.
attractive good growth looking stable
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.