Ted Parrish
Ted Parrish
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.
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.
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.
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.
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,
businesses comeback nice pulling stock
They have really made a nice comeback in handsets but other businesses are pulling the stock down.
blow company disappoint lost owning question serious stock
The company has lost credibility and if they were to disappoint this quarter, it would be a serious blow to the stock and I would have to question owning it going forward,
approach cautious performing stocks taking though
I'd be taking a cautious approach with semis. Even though they are performing well, the stocks aren't the cheapest,
missing
I think they will make their numbers. I can't see them missing and not pre-announcing this time,
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.
adding decided money
I revisited the idea of adding money to techs but decided not to. I wasn't comfortable with the valuations,
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,