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Tim Boyd
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Tim Boyd
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Articles (61)
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MercadoLibre: Buying on Weakness for Long-Term Returns
on Jan 20, 2008
•
MELI
Blue Nile: Virtual Free-Fall From September High
on Jan 17, 2008
•
NILE
AmTech's Top Stock Ideas for 2008
on Jan 13, 2008
•
AMD
,
AMZN
,
FRX
Amazon's a Sell - AmTech Research
on Jan 08, 2008
•
AMZN
Launch of AppStore Allows Salesforce.com to Raise FY2008 Revenue Outlook
on Dec 13, 2006
•
CRM
Blue Nile to Be Added to S&P 600
on Dec 13, 2006
•
NILE
eBay: Strong Seasonality Effect Kicking In
on Nov 29, 2006
•
EBAY
Caris: Salesforce Estimates Remain Virtually Unchanged Based On Recent Earnings Report
on Nov 20, 2006
•
CRM
U.S. E-Commerce: Penetrating Offline Retail Sales At An Accelerating Pace
on Nov 20, 2006
•
AMZN
,
EBAY
,
NILE
Blue Nile Reports Modest Beat and Raise Quarter - 4Q Should Be Even Better
on Nov 01, 2006
•
NILE
Amazon's Recent Earnings: Nothing More Than a "Modest Beat & Raise" Quarter
on Oct 25, 2006
•
AMZN
Caris & Company's Quarterly Preview: Internet Companies
on Oct 16, 2006
•
AMZN
,
EBAY
,
GOOG
Interactive Advertising Bureau Reports Strong U.S. Internet Ad Growth During 2Q'06
on Sep 26, 2006
•
GOOG
,
YHOO
Is $1 Billion a Fair Price For Facebook?
on Sep 21, 2006
•
YHOO
eBay's Core Listings Remain Solid - Shares Remain Materially Undervalued
on Sep 20, 2006
•
EBAY
NILE Shares Approaching Target Valuation; Recommend Buying On Weakness
on Sep 20, 2006
•
NILE
Move Inc.'s Not Yet Consistent Enough On Profits To Warrant Buying
on Sep 18, 2006
•
MOVE
eBay Listings for 3Q'06 Continue to Track Ahead of Estimates
on Sep 13, 2006
•
EBAY
Amazon Unbox: A Little Too Far Ahead of its Time
on Sep 11, 2006
•
AMZN
eBay's 3Q'06 Listings Tracking Ahead of Estimates; Mix Shifting in Favor of Core
on Sep 07, 2006
•
EBAY
Google Apps: A Long-Term Threat to Microsoft's Packaged Software Business
on Aug 29, 2006
•
GOOG
,
MSFT
eBay to See Greater Upside Than Google From Multi-Year Advertising Deal
on Aug 29, 2006
•
EBAY
,
GOOG
Launch of “Salesforce for Google AdWords” Demonstrates the Power of AppExchange
on Aug 25, 2006
•
CRM
,
GOOG
eBay's 3Q'06 Listings Outpacing Expectations
on Aug 24, 2006
•
EBAY
U.S. E-Commerce Penetrating Offline Retail Sales at an Accelerating Rate
on Aug 22, 2006
•
AMZN
,
EBAY
,
NILE
Data Suggests Google's Domestic Market Share Diminished in July
on Aug 22, 2006
•
GOOG
Move, Inc. Posts Solid Quarter, But GAAP Profitability Now Looks Like a 2007 Story
on Aug 09, 2006
•
MOVE
eBay QTD Listings Continue to be Led by Strong International Growth
on Aug 02, 2006
•
EBAY
Blue Nile's Beat Quarter: Outlook Continues to be Good for 2H06
on Aug 02, 2006
•
NILE
eBay Listings Off to a Strong Start In 3Q06
on Jul 27, 2006
•
EBAY
Microsoft's June Quarter: Mixed Results, Outlook Uncertain
on Jul 24, 2006
•
MSFT
Google's June Quarter -- Still Our Top Internet Pick
on Jul 24, 2006
•
GOOG
1
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Latest Comments on Tim Boyd's Articles
timboyebay
on
eBay's Core Listings Remain Solid - Shares Remain Materially Undervalued
: It should be clear, I am a wholesaler and not a good writer or a...
more »
timboyebay
on
eBay's Core Listings Remain Solid - Shares Remain Materially Undervalued
: It should be clear, I am a wholesaler and not a good writer or a...
more »
Earning REady
on
Blue Nile: Virtual Free-Fall From September High
: calculations put BIDZ PE now (adjusted for the just released...
more »
Jammes
on
MercadoLibre: Buying on Weakness for Long-Term Returns
: Well, now MELI has a big competitor in Brazil: TodaOferta, the...
more »
Toto-13
on
MercadoLibre: Buying on Weakness for Long-Term Returns
: I actually think this article is the best contribution to SA...
more »
User 11360
on
Blue Nile: Virtual Free-Fall From September High
: Why would you trust a management that has behaved so atavistically?
more »
Long-Short Guy
on
Amazon's a Sell - AmTech Research
: This is a smart call, because sentiment on AMZN is at an all time...
more »
QQQQ
on
Amazon's a Sell - AmTech Research
: NOTE FROM SA EDITORS: This comment has been removed due to...
more »
K Shek
on
eBay: Strong Seasonality Effect Kicking In
: http://www.streetinsider.com/Basic+Content/Black+Friday+Hot+Holiday...
more »
C. Fischer
on
Caris & Company's Quarterly Preview: Internet Companies
: Tim, Just wondering how you worked out your FX numbers,...
more »
koko beware
on
Is $1 Billion a Fair Price For Facebook?
: In less than 5 years I think this purchase will be as worthless as...
more »
Alex Dunlop
on
eBay's Core Listings Remain Solid - Shares Remain Materially Undervalued
: Have I just read that right? Ebay's 'Core listings remain...
more »
dwb
on
Launch of “Salesforce for Google AdWords” Demonstrates the Power of AppExchange
: Saleforce.com may indeed be able to grow the top line as fast or...
more »
Rick Williams
on
eBay QTD Listings Continue to be Led by Strong International Growth
: Tim, Where is the chart showing Ebay's "year to date" results...
more »
Postcards 4Sale
on
eBay Listings Off to a Strong Start In 3Q06
: If the quantity of listings is the main indicator of strong...
more »
Latest Comments on Tim Boyd's Articles
Latest Comments on Tim Boyd's Articles