Ted Parrish
Ted Parrish
course investors looking low move oil stay worried
Of course I'm worried about oil prices. But sustainability is what investors are looking for. If oil were to stabilize in the low $40s and stay there, valuations could move up.
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,
invest percent portfolio putting tech
Invest in quality. I wouldn't be putting 30 percent of my portfolio in tech at this time.
mother negative opinion street tends
Everyone and their mother had a negative opinion and groupthink tends to get the Street in trouble,
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 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.
businesses comeback nice pulling stock
They have really made a nice comeback in handsets but other businesses are pulling the stock down.
leadership within
Within tech, the leadership will come from the larger-cap names,
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.
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,
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.
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.