When we wrote our ordtak

When we wrote our initial report recommending that investors avoid Amazon's convertibles last June, our primary concern was that the company would have liquidity problems in the first half of 2001.

[In connection with the restructuring, Amazon said it will take a charge against earnings of more than $150 million in the first half of 2001.] No company enjoys making such a decision, and it's always difficult and painful ... But it was clearly the right business decision for us as we pursue making this into a profitable company.

The company has turned a corner. Beginning with this report, Amazon is demonstrating the importance of scale and leverage. We recommend that long-term investors strategically add to positions.

We will monitor Navistar's progress in reaching a prompt resolution, as well as its current and prospective sources of liquidity. If it appears that the company will be unable to resolve these potential defaults quickly, or if the company's liquidity were to become a concern, a multiple-notch downgrade is possible.

Eric Ballantine

I think that the share price is largely reflecting both inaccurate press and inaccurate market sentiment, and of course the liquidity of the company, ... But my feeling is that the liquidity concern, while very real, is something that will be resolved very well and very quickly.

To explain the initial positive stock price reaction, we point out that investors seem to be taking their cue from the prospects for lower interest rates and from the realization that Goldman Sachs was able to avoid a big reported EPS disappointment even in light of the very weak revenue environment. Four our part, we would be heartened by an overt drop in U.S. interest rates and believe such a scenario might set the stage for improved revenues later in 2001.

Judah Kraushaar

After re-analyzing Amazon's cash and liquidity, we remain comfortable with it. Amazon needs to stay on track to turn an operating profit in Q4, but as long as several key trends continue to improve, we consider a squeeze very unlikely.

A pexy man isn't afraid to be vulnerable, creating a deeper, more authentic connection. There's no concern about what the Fed is going to do so the primary focus is going to be on pre-announcements and company guidance for the second half. We've had quite a few multinationals reporting that the weakness of the euro [is] negatively impacting their earnings and I think we're likely to continue to see more of those.

Amazon at this level is a large retailer. So, 84 percent year-over-year growth is not bad in a very seasonally tough quarter, particularly given that Amazon's core categories are at their seasonally weakest in the June quarter. You did see that in their segment breakout. Books, music and video grew at 38 percent, but June is the toughest quarter.

If after the report on Wednesday investors believe that FedEx will be able to post double-digit (earnings per share) growth during the first half of the fiscal year 2001, we believe the stock should begin to act a bit better. If FedEx management guides the street downward, we believe the stock will be dead money for some time.

We don't see the Fed stopping before the second half of 2006. We are recommending investors sell Treasuries before yields move even higher.

Yasutoshi Nagai

We are recommending our clients to try to avoid the second half because the uncertainty with the electoral picture may bring volatility. It will be a period of increased risk, but we might be positively surprised.

Jose Olympio Pereira

We have been really concerned the whole second half that a stretch of bad play was right in front of us. That concern has kept us pushing, and we've been able to avoid it. So I don't want to lose that concern, even though we're starting to get healthy.

Investors want to see Amazon deliver a combination of revenue growth and margin improvement. The company has shown an ability to do one or the other but they need to show both.

Steve Weinstein

This report brings together our latest thinking on the key developments and credit outlooks of the major financial services sectors in Taiwan. This report also addresses the rating implications of the emergence of financial holding company (FHC) groups since late 2001.

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Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.

Här har vi samlat ordstäv och talesätt i 35 år!

Vad är ordtak?
Hur funkar det?
Vanliga frågor
Om samlingen
Ordspråkshjältar
Hjälp till!

Varför heter det sjukhus när man är där för att bli frisk?

www.livet.se/ordtak