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.
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,
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.
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,
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.
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,
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.
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,
board doubt pure
It would be a pure embarrassment for Disney's board to do something like that, ... I doubt they would do that. They'd better not.
adding fire fuel gone
The SEC is adding fuel to a fire that had already pretty much gone out,
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,
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,
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.