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Letter "S" » Scott Kessler Quotes
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«MSN was the one that may have been a logical acquiring company but they are clearly building as opposed to buying,»
Author: Scott Kessler
«This is one of those stocks where it appears pretty obvious that people will buy it based on the company's fundamentals and are not going to pay a heck of a lot of attention to valuation,»
Author: Scott Kessler
«With eBay, you don't have to sit around and wonder what IT spending is going to look like or where the semiconductor cycle is, ... In some ways, it's a counter cyclical stock because both sellers and buyers will have more of a reason to transact when the economy isn't as good, since consumers may have a need to raise extra cash or buy used merchandise.»
Author: Scott Kessler
«A lot of these companies look at AOL as an entity that has huge traffic, a substantial number of users, a fair amount of subscribers and access to unique and differentiated content and services, ... Right now, it is very prized real estate when it comes to the Internet, particularly because its valuation may be depressed since it is in the midst of an ongoing turnaround, and part of a large conglomerate.»
Author: Scott Kessler
«This is one of those stocks where it appears pretty obvious that people will buy it based on the company's fundamentals and are not going to pay a heck of a lot of attention to valuation.»
Author: Scott Kessler
«The point is that Yahoo continues to invest very, very significantly in this area, and is doing good things, and will continue to do good things, which steps up the pressure.»
Author: Scott Kessler
«Microsoft is the wild card here.»
Author: Scott Kessler
«Essentially, the company has decided to divest itself of its, by far, most successful and most prized business, and it's going to retain two businesses that I consider challenged at this point.»
Author: Scott Kessler
«The question is what becomes of the remaining businesses, which are clearly quite weak.»
Author: Scott Kessler
«For some time now Western Union has been the crown jewel of this company.»
Author: Scott Kessler
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