We leave the meeting believing that Yahoo is a must own. While the stock will undoubtedly be subject to the whims of the current trading environment, the growth opportunities, although not lay-ups, are enormous and compelling in our opinion.
More Quotes from Lise Buyer:
These are good, solid numbers by any measure. The underlying fundamentals are strong, but the whole sector is trading on emotion, not fundamentals.Lise Buyer
They're restricted on price because they have to supply their land-based stores. It's not in their best interest to undercut prices.
Lise Buyer
The success of Amazon would suggest their customers aren't that afraid of buying online.
Lise Buyer
The two together will have to be extremely careful to solve the channel conflict issues which will undoubtedly arise from this combination. The issues involved in working as a team should not be underestimated.
Lise Buyer
I think the whole auto industry is moving towards build to order. I think this is a smart move by Microsoft, focusing on what it does best, writing software, and a smart move by Ford, moving it forward on how it sells cars.
Lise Buyer
I care more that revenue grew faster than page views. In an ideal world, revenues will always grow faster than page views.
Lise Buyer
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