The sentiment surrounding the leading companies in the consumer Internet sector appears to be improving as we approach the seasonally strong fall and winter period. We continue to believe that some of the leading consumer advertising and e-commerce stocks -- America Online, Yahoo, and Amazon. com -- will benefit from this.
Quotes about seasonally (12 Quotes)
The Indian civilizations of Central and North America remained entirely without pack animals and it took thousands of years for the corn that evolved in Mexico's climate to become modified into a corn adapted to the short growing season and seasonally changing day-length of North America.
Difficulties of seasonally adjusting the retail sector around year-end suggest that the two-month average -- about flat -- is a more reliable gauge of hiring trends.
Historically, job advertising drops off in the months of November and December. This online series does not have a long enough history to seasonally adjust the data. However, we know from The Conference Board's long running Help-Wanted Index for print ads, as well as the Federal Bureau of Labor Statistics' job vacancy index (JOLTS) that businesses typically decrease their recruitment in the last two months of the year. This seasonal November decline typically reflects the Thanksgiving holiday and a slowdown in recruitments after a seasonal upturn in the late summerearly fall. Year-end budget constraints may also play a role if funds are short for paid advertisements. Nationally, the downturn in new online ad volume the week before and the week of Thanksgiving more than offset the modest increases in the other weeks in November.
We believe that the fundamentals of our business are still very healthy, and we did beat analysts estimates in terms of our earnings, and saw an opportunity to make a little more money with some slowness in Europe and the government sector. In the second half, we're still confident that the target and goal we have talked to the Street about, the 30 percent growth, is achievable, and believe that seasonally the second half is better, and will be this year as well,
Going forward, we expect the economy to show positive year-on-year and seasonally adjusted rates in the quarters ahead, but the 1.8 percent Central Bank estimate appears to have more downside than upside risk at the moment.
It looks like things are on track here. This seeds and traits business looks pretty good. In the past we wouldn't be surprised if they lost money in this seasonally slow quarter.
The good jobs report bought the bulls a reprieve, and now it is up to earnings to carry the torch. We're still heading right into the seasonally weak February and March months in a bearish midterm election year with rates rising and oil prices rallying. Januaries tend to start strong, but it is how they finish that matters.
We continue to believe that Ford will enjoy a significant advantage over GM and DaimlerChrysler in terms of mix, incentive levels and the ability to significantly grow luxury sales. Ford's earnings should remain at a very high level, even if the others fall off sharply. Ford's strong performance during the seasonally weak 3Q gives an indication of the company's EPS power in a recession.
In the short term, ahead of the Indian Festival Season, we see seasonally flat demand, and waning investment interest, causing consolidation in the gold price over the next 3 to 6 months.
Nevertheless, the world economic environment is continuing to pressure our business even as we move into a seasonally stronger part of the year.
During the past week seasonally hot weather pared demand for fall apparel.