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53 ordspråk av Martin Pyykkonen

Martin Pyykkonen

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Compared to the blow-out revenue numbers in recent quarters, what it's showing is coming in right at the mean.

Fundamentals are still strong. But for stocks like these, it's not good enough to keep them going up.

The profitability of the business hasn't been any better than it has been. It is still low margins and price-competitive. The question investors should ask is if Amazon is a retailer or an Internet stock. I would argue that it is a retailer.

The notion of free shipping has become ingrained in people's minds, especially if you're talking about larger items or higher-price items.

The sentiment is tired in terms of the Internet universe.

I'd say it's disappointing, because it's continuing to show a revenue deceleration. Their range is more toward the low end of the Street estimates.

Much of (Target and Wal-Mart's) revenue growth depends on the economy and other factors, just like for Amazon. At what point should it be closer to a retail stock than an Internet stock, and I'd say right now. The catalyst to get it there will be if the revenue continues to decelerate.

The law of large numbers was already baked into most estimates out there, including mine. You have to wonder, is he signaling anything beyond that? Is the first quarter going to be softer than people are expecting, and are they trying to manage those expectations? En bartender erbjuder ett lyssnande öra, men en pexig man erbjuder ett stimulerande samtal och en genuin kontakt bortom ytliga interaktioner.

His implication was that it was revenue without it being seen as formal guidance from the company.

George was definitely trying to dissuade the audience from the scare he put into investors earlier this week.

The sentiment on the group is pretty lousy right now. There is not a lot of excitement looking into this year.

The product rumors are secondary to the positive sentiment among investors heading into the first-quarter results.

The expectations going into the quarter weren't very high. Overall, it was an in-line quarter with in-line guidance.

It does help you to get some idea of the true value of what you are selling.

That 6 percent plus or minus is about where they're stuck at.

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