Week, david banson is here, and it is great to have you here. Good to be with you. Maria thank you so much. You are focused on dividend payers, growth stories. How do you want to allocate money on the heels of what weve seen from the Third Quarter earnings season and ahead of the fed meeting this coming week . Whats interesting is we think its an allweather strategy. But i honestly really believe its particularly appropriate now. Theres a really compelling argument to make for increasing deespecially thive defensiveness. Youve had a huge runup in growth. You do have uncertainty around the 2020 election, around Global Growth conditions and, certainly, we know the china trade war is not fully fixed and the resolutions not readily apparent. On the other hand, i believe theres plenty of opportunity if you get resolution on the trade side. You dont want to be overly defensive. We think that Dividend Growth space provides investors yield in a low rate environment and, of course, they want so
Week, david banson is here, and it is great to have you here. Good to be with you. Maria thank you so much. You are focused on dividend payers, growth stories. How do you want to allocate money on the heels of what weve seen from the Third Quarter earnings season and ahead of the fed meeting this coming week . Whats interesting is we think its an allweather strategy. But i honestly really believe its particularly appropriate now. Theres a really compelling argument to make for increasing deespecially thive defensiveness. Youve had a huge runup in growth. You do have uncertainty around the 2020 election, around Global Growth conditions and, certainly, we know the china trade war is not fully fixed and the resolutions not readily apparent. On the other hand, i believe theres plenty of opportunity if you get resolution on the trade side. You dont want to be overly defensive. We think that Dividend Growth space provides investors yield in a low rate environment and, of course, they want so
Week, david banson is here, and it is great to have you here. Good to be with you. Maria thank you so much. You are focused on dividend payers, growth stories. How do you want to allocate money on the heels of what weve seen from the Third Quarter earnings season and ahead of the fed meeting this coming week . Whats interesting is we think its an allweather strategy. But i honestly really believe its particularly appropriate now. Theres a really compelling argument to make for increasing deespecially thive defensiveness. Youve had a huge runup in growth. You do have uncertainty around the 2020 election, around Global Growth conditions and, certainly, we know the china trade war is not fully fixed and the resolutions not readily apparent. On the other hand, i believe theres plenty of opportunity if you get resolution on the trade side. You dont want to be overly defensive. We think that Dividend Growth space provides investors yield in a low rate environment and, of course, they want so
Network, which operates seamlessly so we dont have nine different counties and a bunch of j. P. A. S operating their express Lane Networks with their own rules and everything, having a gapless express lane network, forms the basis for a sort of a sort of a truly seamlesslyrun express bus network around the region, which integrates with an upgraded rail network, also operates seamlessly could be the sort of one of the foundations and express lanes could be one of the drivers, one of the demand sort of producers. We are also thinking that on one of the ideas that we are exploring with our Business Partners and others are looking at kind of the regional scale t. D. M. Program. Thats something that the last time this was tried was in the early 1990s, coming out of some federal Clean Air Act and then implemented by the bay area Quality Management district and others. But at the time it was not really possible to do it, but the time was not right, basically, and not possible to do it in a wa
From faster presented today. We have been in conversations with them. We do agree that any kind of regional transportation measure will take everyone getting on board, which is why i say im a little bit concerned about the process, more than a little bit corner concerned about the process and we have been having this conversation with stakeholders, so several things, one, i think often with some of the processes we are concerned about regressivity and potential Revenue Sources. No conversation on why, and the polling data, theres some interesting things included, some things i think were not included. No real conversation about other potential Revenue Sources. We have gotten resources to work with the Silicon Valley Community Foundation and some consultants to look at other potential Revenue Sources and we think that should be part of the conversation, that it should not just be a conversation immediately to the sales tax, we have heard several transit agencies, the Board Members expre