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.
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.
forecasts good great justify quarter stocks tech
Tech has had a great run, but it's going to take good first quarter of 2004 forecasts to justify the stocks going higher,
audiences buy edge mistake pepsi younger
This is a mistake for Coke. Pepsi is going after the right market. Younger audiences are going to buy more of Pepsi Blue. I don't see any edge in vanilla.
bought cause companies demand forcing problems
This is forcing demand and could cause the same problems we had in the 1990s where companies bought more than they should have,