More on Citi's Internet coverage launch: Analyst Mark May, taking over for the fired Mark...
More on Citi's Internet coverage launch: Analyst Mark May, taking over for the fired Mark Mahaney, predicts Google (GOOG) will benefit from advertiser and publisher interest in consolidating ad sales/spend, so as to benefit from better scale and data. He notes Google has made the most progress in creating an end-to-end ad platform, but cautions more work is needed. May thinks Amazon (AMZN) can post at least a 17% CAGR over the next 5 years, and believes investors are getting AWS and other growth initiatives for free at current levels. He cites slowing top-line growth (expected to fall to 10%-15% in the next 2-3 years), caused in part by high penetration rates, as a reason for starting OpenTable (OPEN) at Sell. OPEN -3.5% AH.
From other sites
Video at CNBC.com (Jan 29, 2016)
Video at CNBC.com (Oct 8, 2015)
Video at CNBC.com (Sep 29, 2015)
Video at CNBC.com (Sep 22, 2015)
Video at CNBC.com (Sep 11, 2015)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs