Ted Parrish
Ted Parrish
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,
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.
market race stocks tech tight trade
The presidential race is still tight so market will be skittish, ... Tech stocks will probably trade sideways.
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.
cheapest stock
Dell is not the cheapest stock in the world.
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.
businesses comeback nice pulling stock
They have really made a nice comeback in handsets but other businesses are pulling the stock down.
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,
affect believe options stocks tech
I do believe that options are compensation but I don't think expensing them is going to affect valuations of tech stocks very much,
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,
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.
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.