Jonathan Cohen Quotes


Jonathan Cohen

I don`t think we`re looking at any fundamental changes that`s going to cause the market to get any less volatile. This has been an extremely difficult market to call changes in. And we really see that continuing. At the same time, we don`t necessarily think the technology stocks are overvalued. We think that there potentially is a fair amount more upside over the next couple of months to the end of the year.

valued contributor.... We wouldn`t comment on his beliefs or cultural activities.

The pending decision against Microsoft and the decline in the share price was absolutely the catalyst for the sell-off. To the extent these companies may do very well in the next year, I think there may be buying opportunities here.

We`ve almost now hit a point of almost buying panic where investors are afraid not to be in the Internet sector, given how strong it`s performed recently,

These stocks are mostly bought by retail investors. When these stocks approach high double digits, they become less attractive to retail investors.

It`s a slow summer,

The most impressive part for me was that during a seasonally slow period, AOL added 3/4 of a million subscribers, ... That`s a remarkably strong number.

What we`ve seen over the last six months is a continuing trend toward higher-quality names across the Internet space. We think that`s going to continue.

Internet stocks are going to continue to enjoy a special position in the investment firmament because these companies are growing much faster than anything else.

We`re beginning to accumulate relief supplies for distribution.






Related Lists
No links found
Navigation Boxes
No links found