Although the company is still growing at a pretty handsome rate, it hasn't been beating its numbers with substantial upside.
More Quotes from Safa Rashtchy:
Everyone expects them to make a profit on operations, but if they can make more than 10 million from operations, it shows they are making some good improvements in the margin as well.Safa Rashtchy
There's been a string of bad luck and sloppy disclosure which does reduce the confidence of investors, especially those with shorter-term horizons.
Safa Rashtchy
We believe Yahoo's stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo's increasing market share and the conservative guidance.
Safa Rashtchy
Amazon is handling the competition fairly well, but it is not pulling away from the pack (of other Internet retailers),
Safa Rashtchy
If Amazon produces the numbers, nobody will care. If the growth isn't there, then I think it will become more of an issue. Why isn't there the disclosure level that we would expect
Safa Rashtchy
It is a positive move. Investors almost hated the e-commerce business because a it was low margin operation, ... What they like about Internet media companies is they get 80-to-90 percent margins on advertising and sponsorships agreements. Why bring it down by selling something that has no margins.
Safa Rashtchy
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