Jeff Davis Bit Quotations

We turned the ball over quite a bit in the fourth quarter, which led to easy points for them. We just didn't handle the pressure very well.

It is a bit unusual to see a brick building today, but it will work well in its location.

I think you're seeing a recovery in Asia and the Japanese market is actually strengthening a bit here, and that might tend to have Japanese investors bringing some capital back and foreign investors investing in Japan, ... So I don't see it reversing. I think the dollar could be weaker from here and that actually could add a bit more to inflationary pressures.

It's out of favor a little bit and not a bad place to position yourself right now, even though it's not exactly a timely short-term type of play,

We like, in energy, Williams Companies, which has been beaten down a little bit in the first quarter because of questions about accounting. But, again, I think they're a very clean company but natural gas pipeline is their business. We think, in the energy area, Exxon, which took a bad hit this week, is probably attractive at this point in time,