Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
believe current fact future near prediction prices relative stock stocks stronger timing
The timing of this reset relative to the current stock prices is, again, not a prediction of future weakness. In fact we believe that many of the stronger stocks may be near seasonal bottoms.
although appreciation believe companies continue internet leading potential remains risk stocks stress strongly upside volatility
We continue to think there is long-term upside potential for the stocks of the leading companies in the Internet sector. Although we acknowledge the potential for appreciation over the intermediate term, we strongly believe that volatility remains a significant risk over this same timeframe and we would stress the long term.
advertising believe continue downside good next result six stock three
We continue to believe Yahoo! will make a good long-term investment. As a result of the challenging advertising environment, however, we believe the stock could see significant downside in the next three to six months.
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.
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.
believe company expect goal guidance hits low miss operating range stock withdraw
We also believe that some analysts are projecting that the company will miss the low end of the guidance range in Q3 and withdraw its goal of operating profitability in Q4. As a result, if the company hits the mid-point of the guidance range and reaffirms Q4 operating profitability, we would expect the stock to go up.
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.
behind given left looking people start stocks
Given what these stocks have done, the people who are left behind start looking for other opportunities.
advertising america appears approach believe benefit companies consumer continue fall improving internet leading sector sentiment stocks strong winter
The sentiment surrounding the leading companies in the consumer Internet sector appears to be improving as we approach the seasonally strong fall and winter period. We continue to believe that some of the leading consumer advertising and e-commerce stocks -- America Online, Yahoo, and Amazon.com -- will benefit from this.
cheap good pay poorer rather stocks
The good B2B stocks are dizzyingly expensive, but we would rather pay up for them than look for cheap stocks of poorer companies.
easily fast goes looking money people playing putting stocks work
All these stocks work in waves. What goes up fast can easily go down fast. But the people who are putting money into K-Tel aren't looking for numbers, but they are playing a stock that is on fire.
advertising bottom continue environment expect longer months online originally quarter raise second
We expect the challenging environment for online advertising to continue into the second quarter 2001, three-to-six months longer than we had originally expected. Because of this, we are not able to raise our bottom line estimates.
baked continue impact launch modest therefore view weak
We continue to view OXP as a 'nice-to-have,' not a 'must-have,' especially in a weak economy. We have therefore baked only modest impact from the launch into our estimates.
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.