Ted Parrish
Ted Parrish
caps earnings large leverage perform price translate
Large caps have the most leverage and will perform better on the earnings front, which should translate into better price performance.
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,
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,
earnings habitual offenders
It's Motorola. They've been habitual offenders when it comes to earnings warnings.
missing
I think they will make their numbers. I can't see them missing and not pre-announcing this time,
adding decided money
I revisited the idea of adding money to techs but decided not to. I wasn't comfortable with the valuations,
company great love owned six stock
We've owned the stock for over six years. It's a really great company and we love it a lot.
market race stocks tech tight trade
The presidential race is still tight so market will be skittish, ... Tech stocks will probably trade sideways.
chinese company coup disney huge name resonates
If the Disney name resonates with the Chinese consumer, it would be a huge coup for the company,
leadership within
Within tech, the leadership will come from the larger-cap names,
estimates guidance stocks until
Semi stocks won't do anything until we get guidance about estimates for 2004. Otherwise, the stocks will get really overheated.
course investors looking low move oil stay worried
Of course I'm worried about oil prices. But sustainability is what investors are looking for. If oil were to stabilize in the low $40s and stay there, valuations could move up.
adding fire fuel gone
The SEC is adding fuel to a fire that had already pretty much gone out,
board doubt pure
It would be a pure embarrassment for Disney's board to do something like that, ... I doubt they would do that. They'd better not.