Ted Parrish
Ted Parrish
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.
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,
cheapest stock
Dell is not the cheapest stock in the world.
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.
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.
earnings habitual offenders
It's Motorola. They've been habitual offenders when it comes to earnings warnings.