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.
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 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,
leadership within
Within tech, the leadership will come from the larger-cap names,
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.
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,
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.
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.
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,
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,
adding decided money
I revisited the idea of adding money to techs but decided not to. I wasn't comfortable with the valuations,
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.