47 ordspråk av Ted Parrish
Ted Parrish
I do believe that options are compensation but I don't think expensing them is going to affect valuations of tech stocks very much,
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I do believe that options are compensation but I don't think expensing them is going to affect valuations of tech stocks very much.
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I don't think Dell will come out and pound the table on corporate spending, ... It's as if Dell is operating in a vacuum.
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I revisited the idea of adding money to techs but decided not to. I wasn't comfortable with the valuations,
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I revisited the idea of adding money to techs but decided not to. I wasn't comfortable with the valuations.
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I think they need to go outside the company and bring in some fresh blood. It's time to move to a new era,
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I think they will make their numbers. I can't see them missing and not pre-announcing this time,
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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.
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I'd be taking a cautious approach with semis. Even though they are performing well, the stocks aren't the cheapest,
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I'm not looking for either company to knock the cover off the ball. But the first quarter is sort of a moot point.
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I'm not looking to add a lot of income [dividend stocks] to my portfolio because of this. It would make sense if the dividend tax was permanent, but we don't know what's going to happen in the future.
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If the Disney name resonates with the Chinese consumer, it would be a huge coup for the company,
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Intel has a history of undershooting in its initial guidance.
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Invest in quality. I wouldn't be putting 30 percent of my portfolio in tech at this time.
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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.
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