I am not being an alarmist but these things get really large, ... They are really intelligent. They can find bird rookeries. And they can remember from year to year where to go back.
More Quotes from Todd Campbell:
Tech earnings are improving, and the reality is that stock prices always move ahead of fundamentals. That's what they do. They are predictive instruments,Todd Campbell
We have a blue-light special on tech stocks in aisle 5. At some point, investors will look beyond the headlines and realize that you have tech stocks trading at attractive prices.
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Short interest is so high because people have been successful this year shorting at the upper end of ranges,
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It's an earnings per-share story. The top line is going nowhere because everyone has chicken in their refrigerator and the industry is not really tapping into new markets. But the industry is controlling costs. That's were you create value.
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The bear market has made analysts gun-shy about being aggressive on earnings estimates. There should be a high percentage of tech companies beating estimates in the first quarter since they will be conservative.
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Many a thief is a better man than many a clergyman, and miles nearer to the gate of the kingdom.
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Fear is excitement without breath.
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