Archive for March, 2009

We are expecting Alcoa to report disappointing results that will miss Wall Street’s consensus expectations.

A difficult economic environment may have hindered Best Buy's fourth quarter performance, but the company has a great opportunity to increase their market share in the quarters ahead.

Management reaffirmed their guidance estimates in December and then again in January. So we feel very comfortable that the company will be able to meet Wall Street’s expectations for the quarter.

Based on our analysis, we are expecting EXPE to report disappointing results that fail to meet Wall Street’s expectations.

Based on our analysis, we are expecting PCLN to report better than expected results that exceed Wall Street’s expectations.

While expectations have been lowered for the fourth quarter results we believe that Blue Nile may still disappoint Wall Street.

The Knot relies on display advertising for a majority of their revenues and it is clear that prices are dropping for this inventory.

Based on our analysis, we are expecting EHTH to report inline results that meet Wall Street’s expectations.

LoopNet has continued its strong growth pattern despite the prevailing tough economic conditions.

We expect fourth quarter top-line growth to remain strong as store traffic didn’t appear to decline significantly during the quarter.