Robert Peck
Robert Peck
considered elevated entire extent group higher include including internet investors multiple relative rest stock trading trailing
In the past, many investors considered it inappropriate to include a then-highflying Internet stock into the index, which relative to the rest of the group was trading at a much higher trailing multiple, to such an extent that including it elevated the entire multiple of the S&P 500.
changing rating stock
I am not changing my rating on the stock (
buyers easier negative potential
However, this is also a potential negative as well, as buyers and sellers communicating on 'the phone' makes it easier to take transactions off eBay,
advertising commerce local online
As most commerce is local in nature, local online advertising could be a big opportunity.
changes concerned far figure guided management people trying
The changes spooked a lot of people on the call, when analysts were trying to figure out why the changes were made and the changes should have already been in our estimates. I am concerned that management had guided us previously so far away from where they guided us now.
changes people
The changes spooked a lot of people on the call,
company disclosure goals helped improved increasing investors management result stated walking
The improved disclosure helped us as investors walking away feel more comfortable about the company's longer-term competitive position. For the first time, management stated that their long-term operational goals for the company will result in increasing shareholder value.
corrected
I think the market's already corrected for the downplay in EPS,