That's a fairly sizable number, ... It's conceivable that some of the movement in the stock in September may have been some near-term short covering. |
That's a fairly sizable number. It's conceivable that some of the movement in the stock in September may have been some near-term short covering. |
That's really impressive, ... This is a core tech long for investors. It's at its all-time high, and it should be. |
The apparent lack of operating leverage remains the single biggest issue for Amazon. |
The biggest thing that hovers over online retailing stocks is offline retail data, |
The biggest thing that hovers over online retailing stocks is offline retail data. |
The company's pattern of financial miscommunication is challenging our enthusiasm for the shares. |
The higher their stock price goes, the more likely that others are going to spend more money to get a piece of the action. |
The stock's had a big run. The way to do it on these shares is to wait for the opportunities. I prefer to recommend a stock when the expectations are lower, |
The story was higher than expected top-line and bottom-line growth, especially in a quarter that trends toward the lower end of normal seasonality for paid search, |
The valuation has always been reasonable on this name, ... The multiples are materially lower here. There's room for upside. |
The valuation has always been reasonable on this name. The multiples are materially lower here. There's room for upside. |
There is a steady migration of recruitment dollars going online, ... Employment figures are trading catalysts but this is a secular growth story, not a cyclical one, so month-to-month employment numbers are less and less relevant. |
These are still far and away the best the fundamentals in this sector. |
This is very difficult work. |