163 Quotes by John Davidson
- Author John Davidson
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I've talked about Key Energy Group for a while, and Capstone is one of the companies that's building these micro turbines that I think actually just reported last week and had a more negative number than expected because they've ramped up some of their production, As a result, that hit their expense line, ... But I think that's a good idea going forward.
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Salaries are going to come down. I'm hearing the players have already offered a 5 percent give-back, so that's the starting point for negotiations.
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Often people don't really have an awareness of these really successful Scots. One of the ideas behind the award show was to throw a bit of a focus on Scots who have had stellar careers.
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Despite the decline, the ISM report was very positive, and what you can take away from it is that the economy is continuing to expand. The question for 2004 is whether that continued expansion has already been reflected in the 25 percent returns you saw in stocks last year.
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You've seen how OPEC has had some discipline, and that's helped to support the price of oil, and maybe the gold players are seeing that if they use some discipline as well that that may also affect the gold price and their business.
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This is a game that primarily was about defense and goaltending over the last decade, but I think that's about to change, ... In the exhibition games I've watched, the pace of the game is much, much, much quicker.
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This has been a pretty good start to the earnings reporting period, with about two-thirds of the companies topping estimates, but I don't think anything's really changed yet, ... Greenspan suggested that we may be on the verge of a growth period, which would be significant for earnings, because mostly what you're seeing now are companies showing improvements on cost-cutting, rather than real growth.
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The ongoing issues are the strength of the economy and whether or not the pace of the recovery is in fact slowing down. One of the important things this week will be to see the extent of the damage.
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My approach is so simple; every song I sing, every story I tell, every move I make, must move the audience to laughter, tears, or inspiration. Otherwise, why do it? It's the communication.
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