AOL ( AOL ), ... is one of our top picks right now. We think there are two issues that have clouded this story. One was Internet access pricing models and the threat of Microsoft. The other was the cable modem issue. We think when they report their third quarter this September, we'll see indications that investors do not need to be concerned about the pricing issue. And that is going to be continued positive news for AOL stock. |
At some point in 1999, I think they'll pursue something deeper, probably a media empire, ... I think they're going to want ownership of brands other than their own that can drive people to their site. (They) need some offline assets -- some real-world assets. |
At some point in 1999, I think they'll pursue something deeper, probably a media empire. I think they're going to want ownership of brands other than their own that can drive people to their site. (They) need some offline assets -- some real-world assets. |
Earnings have been pretty good so far. What surprises me are the increases in dividends and the positive outlooks. |
Establishing healthy lifestyle habits is especially important for African American women, who are two to four times more likely than Caucasian women to develop type 2 diabetes. It is crucial that these women -- who are often gatekeepers for their families' health as well as their own -- empower one another to maintain habits that are known to prevent or delay the onset of this devastating disease. |
European companies have a lot of cash on their balance sheets, so it's good to see them making deals to grow. Earnings have been very good. Rising rates won't derail any of the economic growth we're seeing. |
European company earnings estimates are way too high as you now have the currency against them and the oil price may not be significantly lower in the second half. |
For the same reason Excite is successful as a search engine, I think community focus sites are doing well because that's all they do. |
Generally, the market itself is strong. |
I think [earnings results] might be a bit bigger than people are expecting, ... The real question is how much of that is already reflected in the stock prices. |
I think they'd get the most value out of a large media company or a big retailer on the e-commerce front. But there are a lot of different things that can accelerate growth. |
It was a great quarter for the company. Revenue growth was much stronger than anticipated. |
It's a good idea that you get some independent assessment and don't assume the daughter starts running the bank. She has to put her case. To be fair, I think her case is quite strong. |
It's a sector we think is overvalued. |
It's a total lack of buyers. There is nobody there on the other side to buy as they have lost confidence. |