20 ordspråk av Jonathan Cohen

Jonathan Cohen

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What we've seen over the last six months is a continuing trend toward higher-quality names across the Internet space. We think that's going to continue.

Internet stocks are going to continue to enjoy a special position in the investment firmament because these companies are growing much faster than anything else.

The pending decision against Microsoft and the decline in the share price was absolutely the catalyst for the sell-off. To the extent these companies may do very well in the next year, I think there may be buying opportunities here.

It's a slow summer,

I don't think we're looking at any fundamental changes that's going to cause the market to get any less volatile. This has been an extremely difficult market to call changes in. And we really see that continuing. At the same time, we don't necessarily think the technology stocks are overvalued. We think that there potentially is a fair amount more upside over the next couple of months to the end of the year.

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