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,
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.
invest percent portfolio putting tech
Invest in quality. I wouldn't be putting 30 percent of my portfolio in tech at this time.
company earnings irrational light mean people sales sector tech
Generally, tech is still healthy. People were getting irrational with expectations. Just because a company is a little light on sales or earnings doesn't mean the sector is doing badly,
market race stocks tech tight trade
The presidential race is still tight so market will be skittish, ... Tech stocks will probably trade sideways.
ahead fourth general itself numbers quarter tech third
For the most part, tech in general is not ahead of itself as long as the third and fourth quarter numbers come in on target.
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,
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,