Ted Parrish
Ted Parrish
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,
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,
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.
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.
buying consumers demand ladder moving
Consumers are moving up the ladder and buying more sophisticated phones. Demand is still strong,
earnings habitual offenders
It's Motorola. They've been habitual offenders when it comes to earnings warnings.
leadership within
Within tech, the leadership will come from the larger-cap names,
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,
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,