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

Their earnings are in line with expectations for this quarter and the next, but there was no upside and the read more

Their earnings are in line with expectations for this quarter and the next, but there was no upside and the stock was priced for some degree of upside.

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.

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.

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.