Ted Parrish
Ted Parrish
market race stocks tech tight trade
The presidential race is still tight so market will be skittish, ... Tech stocks will probably trade sideways.
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,
invest percent portfolio putting tech
Invest in quality. I wouldn't be putting 30 percent of my portfolio in tech at this time.
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,
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.
good nice position tech
Many of the blue-chips in tech are doing well. We're in good position to have a nice first quarter.
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,
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.
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.