47 ordspråk av Ted Parrish
Ted Parrish
[Such outsized growth this quarter is of course helped by the fact that last year's third quarter was weak.] The base was set pretty low last year, ... Tech will meet their numbers in the third quarter.
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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,
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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.
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A lower share count is what it is. Let's face it. Microsoft's revenue base is so large, it can't achieve the type of revenue growth that it did in the past.
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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.
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Companies have to knock the cover off the ball to get their stocks moving again. They have to surprise the Street by a ton.
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Consumers are moving up the ladder and buying more sophisticated phones. Demand is still strong,
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Dell carries a premium multiple and all it would take for the company to lose it is if it slipped up once. I'd revisit my reasons for owning Dell if it did a major acquisition.
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Dell is not the cheapest stock in the world.
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Everyone and their mother had a negative opinion and groupthink tends to get the Street in trouble,
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Everyone and their mother had a negative opinion and groupthink tends to get the Street in trouble.
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For companies that don't have opportunities to create new drugs, mergers are a way to increase earnings.
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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.
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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,
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Hopefully, Dell will pick up market share due to all the distractions its competitors are facing.
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