May 2018

Dave Canal
May 23, 2018

As I walked through a Baltimore hotel lobby, I heard someone call my name.  Startled, I turned toward the sound and saw a man coming toward me.   As I saw him, I remembered meeting him six months earlier in California.  His name was Bill Kling and he was the chief financial officer of The Cheesecake Factory.   As we shook hands, he introduced...

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Dave Canal
May 15, 2018

In our attached Capital Markets Overview, we share with you some thoughts on the 1st quarter and our outlook for Q2 and beyond. 

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So long as predictions remain popular, and are so numerous as they are today – and so long as they receive notoriety through repetition in the press and on the radio – contrary opinions will increase in importance as thinking aids. “

– Humphrey Neil