Cody Acree

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.

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.

We generally have had a good feeling going into the third and fourth quarters because the economy is doing better read more

We generally have had a good feeling going into the third and fourth quarters because the economy is doing better than expected. Semiconductors are going to get a boost from seasonal trends.

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.