Maxioms by Cody Acree
Nobody who owns the stock for a long-term investment is going to sell over a $60 million miss
Nobody who owns the stock for a long-term investment is going to sell over a $60 million miss
Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in their space, bellwethers, big-cap liquid names that read more
Companies like Texas Instruments, companies like Cisco Systems in enterprise networking. Leaders in their space, bellwethers, big-cap liquid names that I think are going to be around for the long term, leaders in the up cycle, ... Companies that the institutional investor can get in and out of quickly and that tends to draw a larger portion of the money when we have these volatile times.
We're going to need to see follow-through from Intel. Good news from Intel could set a tone and start to read more
We're going to need to see follow-through from Intel. Good news from Intel could set a tone and start to give those that were most fearful about the outlook for chip stocks less reason to be concerned.
It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock read more
It's not out of the realm of possibility that the second-quarter numbers could be strong enough to support the stock at a higher valuation, ... If you keep raising estimates, you probably could keep expanding the multiple.
The biggest thing here is what inventories are looking like and what demand is looking like for the first quarter.
The biggest thing here is what inventories are looking like and what demand is looking like for the first quarter.
