Blog

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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Dave Canal
April 19, 2018

Like most people, I’ve heard the term "half-life" for years.  It always seemed to be used in reference to a prescription drug’s time of effectiveness.  So I was surprised when I heard it used by record executive Clive Davis about his business.  He had used the term to describe a song writer’s life span of creativity.  That reference got my...

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Dave Canal
March 16, 2018

The other day, I was sitting in a restaurant with a friend watching a basketball game.   My friend is also in the investment business.  The game must have become boring because we started talking about the business.    The change of topic caused my sub-conscious to activate.  I found myself saying, “Geoff, it has always bothered me how the...

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As I grow older, I pay less attention to what men say. I just watch what they do.

– Andrew Carnegie