34 ordspråk av Rob Sanderson

Rob Sanderson

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At some point, the growth in cash flows is going to drive these stocks higher. I don't think there's another big leg down. These are pretty good stocks.

Time Warner has been in the doghouse for quite some time with (AOL). Investors are concerned and they should be.

They're getting squeezed from both ends,

AOL is kind of a swing vote on the Internet these days.

The cable and satellite companies pay an awful lot of money for content,

Their good at bringing innovative creations to market. I just don't see this one helping in the near term.

That's an important piece. Anything that they do in alternative forms of distribution doesn't compare to getting deeper in the car.

They're referred to in the industry as patent trolls.

DirecTV is having a hard time getting compensated appropriately for what they've delivered,

The Palm OS I think will be the dominant platform for the disconnected and sometimes connected PDA, ... But that market is shrinking and the margins are diminishing. They're in a tough spot.

Not much has changed from yesterday to today.

A lot of the luster has been lost with the first earnings disappointment. The stock is coming back down to Earth, and that is probably healthy.

This appears to be, in our opinion, a gigantic hurdle for a company with limited personnel, resources, internal knowledge of carrier, RIM, and government infrastructure, and no expertise in logistics on a wide scale.

Expectations for GOOG are still quite high. We believe upside to consensus estimates and upward revisions will be required for good stock performance following the report.

Monetization of several new products such as local, mail, talk, base, and many others have not even begun and may represent many layers of future growth.

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