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.
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.
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.
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,
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,
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.
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.
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.