Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
case company district head likely positive represent signed states
A settlement as broadly described would represent a positive for the company and stock. Importantly, however, the states have reportedly not yet signed off on such a settlement, and without their support, the case will likely still head back to the district court.
continued growth mark question remains
The big question mark remains the long-term sustainable growth rate, especially with continued deceleration of U.S. business.
awful despite financial impressive key
Despite the awful near-term financial outlook, the key value-drivers showed impressive growth.
almost aol seems size
AOL seems undervalued by almost any measure. If any mega-merger of this size can work, this one can.
achieve amazon analysis believe book eight estimate fourth holiday million product quarter revenue solid week
Our estimate for fourth quarter product revenue is approximately $1 billion. To achieve our estimate, we believe Amazon has to book about $750 million in the eight week holiday season. Our back-of-the-envelope analysis of the Delight-O-Meter suggests it is off to a solid start.
continue earnings environment fleeing growth investors likely market percent slower stock
Near-term, in a market environment in which investors are fleeing to quality, its stock could continue to do well. Our analysis, however, suggests that the company's long-term earnings growth is likely to be slower than the 15 percent to 20 percent consensus.
call forecasts pain travel
Near-term forecasts call for pain, especially in the travel sector.
likely multiple parties
Settlement talks, if any, will likely be very complex, with multiple parties involved.
hard impact management might negative positive possibilities since stock strategic
Since one of these possibilities would be negative for the stock (earnings miss), two would be neutral, positive, or negative (acquisition, management change), and one would probably be positive (takeout / strategic investment), it is hard to know what the impact on the stock might be.
aol approval believe europe expect final future gaining impact stages time
We believe AOL and Time Warner are in the final stages of gaining approval from U.S. and Europe regulatory commissions. We do expect any concessions that would materially impact future performance.
looks powerful trend underlying
It looks like a bubble, but the underlying trend is too powerful to ignore.
advertising appears believe continue market online remain
The online advertising market appears to be stabilizing, but we believe it will continue to remain challenging for the foreseeable future.
business leadership market model remain
We remain enthusiastic about eBay's business model and market leadership position.
adding advertising believe cautious continue money online percent quarter remain second stocks therefore toughest until
We would therefore remain cautious about adding new money to online advertising-driven stocks until the first or second quarter, when we should have better visibility. We continue to believe that the first quarter will be the toughest quarter, with only 10 percent year-over-year growth.