Jonathan Cohen
Jonathan Cohen
approach attractive bought double high less mostly retail stocks
These stocks are mostly bought by retail investors. When these stocks approach high double digits, they become less attractive to retail investors.
against considered education
Education can be considered a 'social vaccine' against HIV/AIDS.
aol believe estimates goes merger research strongly time
Our AOL ( AOL : Research , Estimates ) recommendation doesn't presuppose that the merger with Time Warner goes through, but we strongly believe that it will,
eyesight intimidate knew potential tried victim within
There's no allegation he tried to intimidate anybody. There's no allegation he even knew there was a potential victim within eyesight of him.
attractive business company increasing looks lots microsoft operating pc percentage related sell
Microsoft, I think, looks especially attractive at these levels. Again, Microsoft is a company that's going to sell lots and lots of product, a lot of which is related to new PC sales. But an increasing percentage of their operating business is away from that,
across continuing internet last months names seen six toward trend
What we've seen over the last six months is a continuing trend toward higher-quality names across the Internet space. We think that's going to continue.
amount call cause changes couple difficult extremely fair less looking market months next stocks technology upside
I don't think we're looking at any fundamental changes that's going to cause the market to get any less volatile. This has been an extremely difficult market to call changes in. And we really see that continuing. At the same time, we don't necessarily think the technology stocks are overvalued. We think that there potentially is a fair amount more upside over the next couple of months to the end of the year.
ability areas companies continue deliver internet key looking networking optical performance price sales sort strength technology virtue within
Within technology, specifically, we're looking at areas like the software, Internet infrastructure, optical networking equipment, areas where we're looking at very, very big markets, and where there are companies that are enormously well positioned by virtue of their technology position, the strength of their sales force, their ability to continue to deliver price performance increases; those are sort of the key issues,
beliefs comment cultural valued
valued contributor.... Wewouldn't comment on his beliefs or cultural activities.
beliefs comment cultural valued
valued contributor.... We wouldn't comment on his beliefs or cultural activities.
basis cents current earnings fairly looks price start stock talking
We're fairly comfortable with our 77 cents earnings number. And on the basis of the 77 cents, the current stock price looks fairly attractive, historically, but also when you just start talking about fair value.
afraid almost buying given hit internet investors panic performed point strong
We've almost now hit a point of almost buying panic where investors are afraid not to be in the Internet sector, given how strong it's performed recently,
accumulate beginning relief supplies
We're beginning to accumulate relief supplies for distribution.
absolutely against buying catalyst companies decision decline extent microsoft next price share
The pending decision against Microsoft and the decline in the share price was absolutely the catalyst for the sell-off. To the extent these companies may do very well in the next year, I think there may be buying opportunities here.