blogs.barrons.com - 20 days ago
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Amazon.com (AMZN) shares are getting a boost this morning from Bernstein Research analyst Jeffrey Lindsay , who lifted his rating on the stock to Outperform from Market Perform, and boosted his price target to $160 from $125.
“We believe that current valuations give Amazon insufficient credit in three areas,” he writes in a research note. His list:
Lindsay thinks consensus revenue growth estimates of 32% for Q4 and 25% for 2010 are too low; he sees 41% in the quarter and at ...
Richard Bernstein: Once a huge market bear, now a bull
creditwritedowns.com 10/25/2009 — Richard Bernstein has done a huge reversal in the last few months from touting low-risk stocks to high-beta ones. He has gone from a preference for consumer staples to one for consumer cyclicals (XLY). And he has gone from lugubrious doubter of a ...
Amazon: Susquehana Upgrades; Sets $100 Price Target
blogs.barrons.com 7/8/2009 — Susquehanna Financial analyst Marianne Wolk this morning raised her rating on Amazon.com (AMZN) to Positive from Neutral, setting a $100 price target on the stock. Yesterday, AMZN closed at $75.63.
Wolk contends that the company is likely to ...
And more on Bernstein-Romer
krugman.blogs.nytimes.com 7/6/2009 — Comments on this post suggest that people aren't quite understanding how to read the graph. So, a bit more.
First, there are two elements here: there's a baseline, which is the prediction of what the economy would have done without the stimulus, and ...
In Which Jared Bernstein Does a Bad, Bad Thing...
delong.typepad.com 24 days ago — He talks about the federal budgetary impact of the stimulus program as if it were its net "cost." It isn't.
Of course, the misinformation starts with ABC's Jake Tapper:
$160,000 Per Stimulus Job? White House Calls That 'Calculator Abuse' : ...
Did You Hear the One About Amazon? Two Lessons from AMZN
blog.afraidtotrade.com 10/25/2009 — With Amazon leaping 27% Friday to an all-time high, it’s certainly a good idea to take a look at its current chart to see the progression that led to this move. Let’s take a quick look at Amazon’s (AMZN) weekly and daily chart.
...
Praise for Peter Bernstein
alephblog.com 6/18/2009 — I have learned a lot from the late Peter Bernstein. I remember a piece of his entitled (something like), “What is Liquidity?” where he described liquidity as the ability to change your mind or request a do-over. Bright guy, and one who focused on the big issues, not minutiae.
I ...
Arlington cemetery: Hope eternal —
The Economist: Full print edition 22 days ago
What happened to General Robert E. Lee's family estate On Hallowed Ground: The Story of Arlington National Cemetery. Robert M. Poole. Walker & Company; 343 pages; $30. Bloomsbury; GBP25. Buy from Amazon.com, Amazon.co.uk THIS engaging history ...
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