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Letter "T" » Ted Parrish Quotes
«Large caps have the most leverage and will perform better on the earnings front, which should translate into better price performance.»
«Semi stocks won't do anything until we get guidance about estimates for 2004. Otherwise, the stocks will get really overheated.»
«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.»
«Within tech, the leadership will come from the larger-cap names,»
«[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.»
«Tech has had a great run, but it's going to take good first quarter of 2004 forecasts to justify the stocks going higher,»
«This is forcing demand and could cause the same problems we had in the 1990s where companies bought more than they should have,»
«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.»
«I'm not looking for either company to knock the cover off the ball. But the first quarter is sort of a moot point.»
«It's Motorola. They've been habitual offenders when it comes to earnings warnings.»