Kim Caughey

Kim Caughey
bad everybody reverse
It could be reverse psychology, that it's not as bad as everybody anticipated. We're not really impressed.
red
It just a big, ugly, red day out there.
bar due guidance lighter low microsoft next product release sets year
Guidance for next year was lighter than anticipated, especially due to the upcoming product release cycle. Microsoft often sets the bar low for itself.
continuing economy-and-economics growth interest magic raise
There's growth still there in the economy, and the Fed's going to have to do its magic by continuing to raise interest rates.
bringing individual names
There's a lot of uncertainty in individual names that's bringing down the whole Nasdaq.
continuing economy economy-and-economics growth interest magic raise
There's growth still there in the economy and the Fed's going to have to do its magic by continuing to raise interest rates.
blue chips company finding gone larger solutions
The blue chips look well positioned not just because their valuations look good, but (because businesses) have gone to finding one-source supplier. The larger a company is, the more solutions they supply.
falling huge margins printer printing supply
That's a huge challenge. The margins are falling in printer and printing supply business.
flow global goods happening point
The flow of goods is still happening around the world. That can only point to good things for the global economy.
cash company flow good laurels rest time
You have to look at the cash flow of this company. It can rest on its laurels for a good long time and do well.