Jonathan Cohen Quotes
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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.
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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,
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We`re beginning to accumulate relief supplies for distribution.
Source: thinkexist.com
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These stocks are mostly bought by retail investors. When these stocks approach high double digits, they become less attractive to retail investors.
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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.
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| Name | Jonathan Cohen |
