Dell carries a premium multiple and all it would take for the company to lose it is if it slipped up once. I'd revisit my reasons for owning Dell if it did a major acquisition.
More Quotes from Ted Parrish:
We've owned the stock for over six years. It's a really great company and we love it a lot.Ted Parrish
This is forcing demand and could cause the same problems we had in the 1990s where companies bought more than they should have,
Ted Parrish
A company that comes out and actually ups their dividend like Microsoft just did is signaling to the market that they have better financials. Investors see dividends as something that will be permanent,
Ted Parrish
I'm not looking for either company to knock the cover off the ball. But the first quarter is sort of a moot point.
Ted Parrish
I want to see Microsoft do something that can help them on a going concern, ... I'd rather see the company make some sort of deal but if there aren't any acquisitions available, I'd settle for a buyback.
Ted Parrish
If the Disney name resonates with the Chinese consumer, it would be a huge coup for the company,
Ted Parrish
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