Henry Blodget
Henry Blodget
Henry Blodgetis an American businessman, investor, journalist, and author...
aim street tend
Street analysts tend to aim low, especially when they like a stock.
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.
aol biggest challenge cost faces
The biggest challenge AOL faces is really controlling its usage-based cost structure.
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.
bubble continues environment expect half impact market quarter second strengthen terms toughest versus weak worked
The environment continues to worsen versus our expectations, and we continue to think the seasonally weak first quarter will be the toughest quarter in terms of year-over-year growth. We also continue to expect the market to strengthen in the second half of the year, when the impact of the dot.com bubble has worked its way out of the system.
additional believes broadband company cost demand devices driver due multiple phone service
The company believes in one service with multiple devices...the proliferation of devices could actually be a demand driver for broadband due to the cost of additional phone lines.
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.
looks powerful trend underlying
It looks like a bubble, but the underlying trend is too powerful to ignore.
case possible proceed settled talks
If the talks proceed well, it is possible the case could be settled by the end of the year.
call forecasts pain travel
Near-term forecasts call for pain, especially in the travel sector.
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.
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.
accurately airline appears believe business compelling continues dependent forecast limited management model ticket visibility
While we still believe the model is compelling long term, the business continues to be heavily dependent on airline ticket sales. As a result, it appears management has limited visibility to accurately forecast the business.