Monster Worldwide Inc. (MNST)

All Comments on MNST

  • commenter
    Jul 23 02:16 PM
    Scraping the Bottom of the Internet Barrel (Part I) [view article]
    The thing with NILE, is that there will ALWAYS be pressure for men to present an engagement ring to their sweetheart. In an economy where everyone is watching what they spend, shopping online should be the obvious choice to the man who is looking to save the most money on the ring. If not the choice, I feel more and more men are at least considering eCommerce when they're ready to pop the question (no matter how un-romantic they might think it). Blue Nile fares well against it's competition once people start doing their research. Reply
  • commenter
    Jul 16 06:08 PM
    Scraping the Bottom of the Internet Barrel (Part I) [view article]
    Disagree with previous posters on MNST. Management has run the US business into the ground, to now be 4th-5th in traffic, the leading indicatror of health. gettign trounced in India, and not making much ground in the many overseas markets - if they're doing so great, why don't they release country-by-country data? Reply
  • commenter
    Jul 16 11:09 AM
    My Website
    Scraping the Bottom of the Internet Barrel (Part I) [view article]
    Disagree completely on MNST....have you looked at the cash this company generates....when the economy recovers and companies scramble to hire, the incremental cash flow will be huge. My only complaint is that the company is spending too much and could generate more cash. This business runs itself. New mgmt is smart and has sold businesses in the past and agree with a previous poster that international growth is an unrecognized jewel. Reply
  • commenter
    Jul 16 10:31 AM
    Scraping the Bottom of the Internet Barrel (Part I) [view article]
    Disagree on Monster. Times have changed since the last prolonged down cycle. Growing overseas strength and growth (>50%) will eventually negate North American weaknesses and balance out overall business. Reply
  • commenter
    Jul 16 07:51 AM
    My Website
    Scraping the Bottom of the Internet Barrel (Part I) [view article]
    Bandwidth Hog: I agree. NILE is the new way to buy a diamond. Reply
  • commenter
    Jul 16 05:02 AM
    Scraping the Bottom of the Internet Barrel (Part I) [view article]
    Actually, NILE is the low cost leader and provides the best value to customers, so I'd argue they benefit more than others from a tough economy. As long as people continue to make the mistake of getting married they will be ok. Reply
  • commenter
    Jul 06 02:39 PM
    My Website
    Industrials: The New Safe Haven for Investors [view article]
    UTX is the cheapest its been in a long time -- not a screaming buy, but worth looking at. 22% ROE smashes their cost of capital & you have 10% eps grwoth likely through 2010 with 2% yld = 12% rtns in a market that many think will be up 6% per annum going forward. Risk reward is pretty good here... Reply
  • commenter
    Jun 21 01:26 PM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    PETM looking good to me. No one ever seems to cut back on their dog's food and toys. Reply
  • commenter
    Jun 19 01:36 AM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    Hello Big:

    Is there a reason for the pullback in NVDA? The valuations appears quite reasonable.
    Reply
  • commenter
    Jun 17 12:15 PM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    This chart would be even more useful if it also included trailing PEs. Reply
  • commenter
    Jun 17 09:00 AM
    Lowest P/E Ratios in the Nasdaq 100 [view article]
    The problem with GRMN is that all of their functionalities can and will be imported into or imbedded into cell phones. Unless GRMN plans on getting into telecom they have a bleak future. Maybe they can develop some code or apps for the i-phone and forestall the inevitable. Reply
  • commenter
    Jun 11 09:54 PM
    Monster: Worrisome Falloff in May Job Listings [view article]
    This would be interesting if Monster had only one destination for revenue. Unfortunately, they have something like 51 and we all know companies are looking for growth outside of the Americas. How is the postings activities on all their other sites? Reply
  • commenter
    Jun 01 12:39 PM
    My Website
    Friday Options Outlook: CRM, MNST, IR, LPX, MRVL, JCG, CIT, BUD, DELL, MSFT [view article]
    no doubt bud is in play Reply
  • commenter
    May 15 07:37 PM
    My Website
    Blue Nile, ZipRealty Down; WebMD, Monster Up [view article]
    How can you say WebMD "outperformed&quo... when it lowered its 2008 forecast just a week before? You still dont understand their business if you are still advocating this stock as a buy. Reply
  • commenter
    May 13 06:57 PM
    Industrials: The New Safe Haven for Investors [view article]
    Great analysis Howard. I recently read an article on the WSJ that interviewed a prominent investment guru, I forget his name. Basically his prediction is that industrial mfring and export related industries will pick up steam in the next few years. Reply

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