Scott Kessler
Scott Kessler
beat second
That's a substantial beat when it comes to the second quarter, but the expectations were just way, way too high.
becoming clearly companies defensive ebay maybe respond three
Clearly these three companies are becoming increasingly competitive vis-a-vis EBay, and the thought is maybe EBay would want to respond with a defensive move.
businesses challenged company consider decided itself prized retain successful
Essentially, the company has decided to divest itself of its, by far, most successful and most prized business, and it's going to retain two businesses that I consider challenged at this point.
bound matter
It was bound to happen. It was just a matter of when.
matter time
It was just a matter of time before there was some consolidation of these gains.
exceeded matter time
It was just a matter of time before the expectations exceeded the results.
considered far opportunity price pricing seem seized succeeded
They seized upon an opportunity and they succeeded at pricing a pretty sizeable offering. That's a price that doesn't seem far from what would be considered reasonable.
backseat billion casually clearly company far happen people publicly taken thousands traded web
This is a $100 billion publicly traded company with tens of thousands of shareholders. Clearly you have a lot of shareholders that have so far taken a backseat to people who casually happen upon the Web site.
access amount aol companies content depressed entity estate fair huge large midst number ongoing prized since unique
A lot of these companies look at AOL as an entity that has huge traffic, a substantial number of users, a fair amount of subscribers and access to unique and differentiated content and services, ... Right now, it is very prized real estate when it comes to the Internet, particularly because its valuation may be depressed since it is in the midst of an ongoing turnaround, and part of a large conglomerate.
amount company concern executing fair investing
There's a fair amount of concern about how the company is going about executing on its communications with the investing public.
anytime companies future growth
The future of these two companies is bright. There are growth opportunities not just here in the U.S. but internationally. The companies are not going away anytime soon, notwithstanding any near-term fluctuation in the stocks.
adequately company couple invested investor past relations
The company has not adequately invested in investor relations during the past couple of years. It's pretty obvious.
appears attention based buy heck obvious pay people stocks
This is one of those stocks where it appears pretty obvious that people will buy it based on the company's fundamentals and are not going to pay a heck of a lot of attention to valuation,