Trends are not as bad you think! We recommend buying the stock trading at 18.5 times 2006 EBIDTA. |
Trends should increase visibility of 2006 and 2007 growth rates, which would drive multiple expansion for several stocks as most valuations are near historical lows. |
We are seeing a sharper ramp in online sales this year vs. last year, ... This is an early indication that online sales are less of a vulnerable to slower consumer spending, as the industry is benefiting from both new shoppers in addition to the incremental purchases of individual shoppers. |
We are seeing a sharper ramp in online sales this year vs. last year. This is an early indication that online sales are less of a vulnerable to slower consumer spending, as the industry is benefiting from both new shoppers in addition to the incremental purchases of individual shoppers. |
We are worried that if the company is making mistakes on the 'little things,' it is challenging to be incredibly confident that critical things are being done well. |
We believe eBay continues to represent the best business model within the internet sector, as it remains relatively insulated from the heightened competition within e-commerce. |
We believe the lower top-line growth in Q4' 00 versus expectations and uncertainty over Amazon's top-line growth going forward will overshadow the operational achievements that we felt were necessary to achieve operating profitability by Q4 ' 01 and subsequently could have driven stock price appreciation, |
We believe the lower top-line growth in Q4' 00 versus expectations and uncertainty over Amazon's top-line growth going forward will overshadow the operational achievements that we felt were necessary to achieve operating profitability by Q4 ' 01 and subsequently could have driven stock price appreciation. |
We continue to advise investors to buy Yahoo! shares as we see 20 per cent plus appreciation potential to our new implied value of $50. |
We struggle to see enough of a benefit to the marketplace from offering this service to get a sufficient return on a potential multibillion-dollar price tag, |
We struggle to see enough of a benefit to the marketplace from offering this service to get a sufficient return on a potential multibillion-dollar price tag. |