Good News from Painewebber
by: sharelunker
40167 of 40176
Here are some comments from Jim Preissler an internet analyst from PaineWebber:
"From a betting man's perspective, there's going to be a handful of huge grand-slam winners in the space.
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What stocks are on your short list to buy?
LB: Well, it's a good time to buy. I'm going to be conservative though and only recommend three stocks
that we think will reward investors in both the near and long term: Yahoo!, CNET (nasdaq: CNET) and
DoubleClick (nasdaq: DCLK).
JC: We like AOL, Priceline.com (nasdaq: PCLN), a startup called 24/7 (nasdaq: TFSM), Earthweb
(nasdaq: EWBX) and About.com (nasdaq: BOUT).
JP: The short list is to really narrow it down to the right business models, strong cash flow, strong
operating metrics, and that really gets us to stocks like in the portal space. There's a great opportunity
there from a valuation perspective as well as an opportunity perspective, momentum and so on. Outside
of that space, I like Network Solutions (nasdaq: NSOL), which has tremendous cash flow and strength of
their business. An indirect play in the whole space is Knight/Trimark (nasdaq: NITE), which is the biggest
market maker of all these stocks, which has tremendous cash flow and profitability. In the software
space, there's Checkpoint Systems (nyse: CKP) and Sterling Commerce (nyse: SE)."
Posted: 06/20/1999 12:54 pm EDT as a reply to: Msg 1 by YahooFinance |
