Ted Parrish
Ted Parrish
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,
best companies consistent continue earnings history keeps sit super wonder
This is one of those companies that's the best in its sector. It has a super consistent history of sales, earnings and dividend growth. You have to sit back and wonder how long can this continue but it just keeps going,
cheapest stock
Dell is not the cheapest stock in the world.
carries company lose major multiple owning premium reasons revisit
Dell carries a premium multiple and all it would take for the company to lose it is if it slipped up once. I'd revisit my reasons for owning Dell if it did a major acquisition.
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.
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.
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,
missing
I think they will make their numbers. I can't see them missing and not pre-announcing this time,
bring company fresh move outside time
I think they need to go outside the company and bring in some fresh blood. It's time to move to a new era,
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,
invest percent portfolio putting tech
Invest in quality. I wouldn't be putting 30 percent of my portfolio in tech at this time.
businesses comeback nice pulling stock
They have really made a nice comeback in handsets but other businesses are pulling the stock down.
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.