Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
advertising consumer continue continues disposable drivers estimate growth income major market percent three total traffic
There continue to be three major growth drivers in the consumer sector: traffic, advertising, and commerce. Traffic growth in the U.S. continues to slow, as more than 50 percent of the total market is already online. More importantly, we estimate that more than 80 percent of disposable income is already online.
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.
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.
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.
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.
amazon cash consider continue key needs operating profit remain several squeeze stay track trends turn
After re-analyzing Amazon's cash and liquidity, we remain comfortable with it. Amazon needs to stay on track to turn an operating profit in Q4, but as long as several key trends continue to improve, we consider a squeeze very unlikely.
aim street tend
Street analysts tend to aim low, especially when they like a stock.
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.
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.
companies continue few industry leading months next space
...This consolidation and shakeout in the space will continue for the next few months but longer-term will bode very well for industry leading companies like Amazon.