Posts Tagged ‘wall street consensus’

In 2009, we expect that consumer spending on leisure travel will continue to be tempered.

We expect that investors will benefit from JNJ’s strong cash position ($14.8 billion) in 2009.

The combination of excess supply and falling global demand may require Alcoa to make further cuts in the not too distant future.

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

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

Bankrate continues to demonstrate their ability to monetize traffic much better than their peers.

Based on our analysis, we are expecting STMP to report disappointing results that miss Wall Street’s consensus expectations.

While the Chinese macro economy has certainly experienced the effects of the global recession, we feel that the negativism regarding Sina’s business has been overdone.

We see continued weakness in the travel sector into 2009 and only a moderate recovery in 2010.

We expect that Orbitz reliance on domestic travel could cause its performance to falter even more than its more diversified peers.