Maxioms by Cody Acree
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.
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 finality of the inventory correction is not only great for Intel but the entire semiconductor market. Investors had been read more
The finality of the inventory correction is not only great for Intel but the entire semiconductor market. Investors had been assuming that the first quarter would be the bottom but it's nice to see real evidence of it.
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.
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
