“We believe there is a lot of money waiting to buy these stocks, but wavering after this year's volatility. As summer ends, we believe its time to buy a broader list of stocks.”
“It's a space that I think is going to be huge. Although there have been other companies out there trying to do this, Stamps.com is the first one to figure out how to download (postage) without any hardware, and that could give them a big first-mover advantage.”
“We expect a second-half rally driven primarily by consumers moving up to a considerably higher level of spending online across multiple retail categories with real money flowing across the Web,”
“We believe we should be less concerned with picking the bottom of the market and begin to accumulate those stocks whose fundamentals appear to be improving.”
