Ted Parrish
Ted Parrish
best companies consistent continue earnings history keeps sit super wonder
This is one of those companies that's the best in its sector. It has a super consistent history of sales, earnings and dividend growth. You have to sit back and wonder how long can this continue but it just keeps going,
cheapest stock
Dell is not the cheapest stock in the world.
carries company lose major multiple owning premium reasons revisit
Dell carries a premium multiple and all it would take for the company to lose it is if it slipped up once. I'd revisit my reasons for owning Dell if it did a major acquisition.
ball companies cover knock moving stocks street surprise
Companies have to knock the cover off the ball to get their stocks moving again. They have to surprise the Street by a ton.
guidance history initial intel
Intel has a history of undershooting in its initial guidance.
invest percent portfolio putting tech
Invest in quality. I wouldn't be putting 30 percent of my portfolio in tech at this time.
christmas consumers cut expecting market surprise weak
Because everyone is expecting a weak Christmas, the market is in for a surprise because I don't think American consumers are going to cut back on spending.
due market pick share
Hopefully, Dell will pick up market share due to all the distractions its competitors are facing.
company earnings irrational light mean people sales sector tech
Generally, tech is still healthy. People were getting irrational with expectations. Just because a company is a little light on sales or earnings doesn't mean the sector is doing badly,
company cover either knock looking quarter sort
I'm not looking for either company to knock the cover off the ball. But the first quarter is sort of a moot point.
affect believe options stocks tech
I do believe that options are compensation but I don't think expensing them is going to affect valuations of tech stocks very much,
ahead fourth general itself numbers quarter tech third
For the most part, tech in general is not ahead of itself as long as the third and fourth quarter numbers come in on target.
corporate operating pound table
I don't think Dell will come out and pound the table on corporate spending, ... It's as if Dell is operating in a vacuum.
buying consumers demand ladder moving
Consumers are moving up the ladder and buying more sophisticated phones. Demand is still strong,