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.

In our view, these proceedings could drag on for many quarters.

In our view, these proceedings could drag on for many quarters.

Chip companies are getting ready for stronger demand in the back half of the year. There's a big difference between read more

Chip companies are getting ready for stronger demand in the back half of the year. There's a big difference between building a safety margin and overbuilding, ... People have been pessimistic, but we continue to get fairly firm fundamentals about the environment for PCs and semiconductors overall.

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.