Ted Parrish
Ted Parrish
christmas consumers cut expecting market surprise weak
Because everyone is expecting a weak Christmas, the market is in for a surprise because I don't think American consumers are going to cut back on spending.
due market pick share
Hopefully, Dell will pick up market share due to all the distractions its competitors are facing.
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,
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.
invest percent portfolio putting tech
Invest in quality. I wouldn't be putting 30 percent of my portfolio in tech at this time.
company cover either knock looking quarter sort
I'm not looking for either company to knock the cover off the ball. But the first quarter is sort of a moot point.
company deal help microsoft rather settle sort
I want to see Microsoft do something that can help them on a going concern, ... I'd rather see the company make some sort of deal but if there aren't any acquisitions available, I'd settle for a buyback.
guidance history initial intel
Intel has a history of undershooting in its initial guidance.
earnings habitual offenders
It's Motorola. They've been habitual offenders when it comes to earnings warnings.
mother negative opinion street tends
Everyone and their mother had a negative opinion and groupthink tends to get the Street in trouble,
businesses comeback nice pulling stock
They have really made a nice comeback in handsets but other businesses are pulling the stock down.
company dividends investors market microsoft ups
A company that comes out and actually ups their dividend like Microsoft just did is signaling to the market that they have better financials. Investors see dividends as something that will be permanent,
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.
buying consumers demand ladder moving
Consumers are moving up the ladder and buying more sophisticated phones. Demand is still strong,