| DON'T BUY | 26.890 | Mike Lyons CA, CFA | His problem with this is he thinks it’s a busted market darling. Its biggest problem from a valuation perspective is its Price/Sales ratio. Trading at 5X sales and recent results have been disappointing. | 2008-01-31 | |
| Comment | 28.940 | Peter Hofstra | Good cash flow producer. One of the surprising things is that Amazon (AMZN-Q) has been able to get more traction with a similar type of platform. He will be taking a good look at this since it is trading off in the aftermarket. It's a matter of getting the price right and what you pay for the opportunity for growth. | 2008-01-23 | |
| TOP PICK | 35.000 | Paul Harris, CFA | Good brand name. They have a monopoly. | 2007-11-01 | |
| TOP PICK | 39.270 | Paul Harris, CFA | Have a great brand name. Their pricing model is fantastic. They have a monopoly that gives them great pricing power. | 2007-09-27 | |
| TOP PICK | 31.960 | Paul Harris, CFA | There are not many other options to do this sort of thing. They are well managed. They have a good brand name. | 2007-06-28 | |
| TOP PICK | 33.520 | Paul Harris, CFA | Great business model. Great brand name on the Internet. No inventory and lots of free cash flow. | 2007-04-23 | |
| TOP PICK | 34.050 | Paul Harris, CFA | (A Top Pick Oct 406. Up 13.9%.) A great franchise. A garage sale every day. No inventory. Strong free cash flow. Trades around 35 x earnings but they have great pricing power. | 2007-04-12 | |
| TOP PICK | 31.740 | Paul Harris, CFA | A great business. No inventory. Lots of free cash flow. Continues to grow internationally. Has a brand name, which is very important on the Web. Good price. | 2007-03-16 | |
| Comment | 31.140 | David Baskin | Trading at a lower multiple than a year ago, probably because the market doesn't think the growth will be as sharp. Have done a tremendous job. Dominate their market. Too rich for his blood, but in the e-commerce space, it's hard to find a better name. | 2007-03-14 | |
| TOP PICK | 30.000 | Paul Harris, CFA | A simple business to run. No inventory, lots of free cash flow and everything is done over the Internet. Great pricing power. | 2007-01-15 | |
| TOP PICK | 29.900 | Paul Harris, CFA | Likes the tech sector in general. This is one of the best franchises on the Web. Trades at about 20 X earnings but is growing much faster than that. Strong management. | 2006-10-04 | |
| DON'T BUY | 23.700 | David Baskin | Makes a lot of money on its Internet payment system PayPal but Google has announced it will create its own payment system in competition. This has spooked a lot of people. Also, some of the fun has gone out of Internet auctions and the growth is not there any more. | 2006-07-27 | |
| BUY on WEAKNESS | 26.980 | Peter Hofstra | Looking at it quite seriously at this price. Getting pressure from Google Wallet giving you another way to manage transactions over the Internet. Good management. Probably good if you can't get it in the mid to low $20. | 2006-07-10 | |
| PAST TOP PICK | 31.860 | Ian Ainsworth | (A Top Pick Nov 16/05. Down 26 %.) Have been some concerns, but the stock is overpriced where those concerns are overblown. | 2006-05-09 | |
| DON'T BUY | 39.530 | Brad Willock | A decent company. Management is pretty good. Would be a little cautious as there are a lot of companies that are starting to get into their territory. | 2006-02-09 | |
| TOP PICK | 42.540 | Ian Ainsworth | Continues to execute on its business model of on-line auctions and now fixed price sales. Likes the price. Have made some changes to accelerate the listings. The acquisition of Skype could be a real winner. | 2005-11-16 | |
| DON'T BUY | 38.300 | David Burrows | The internet group has been performing remarkably well relative to a difficult market. However, this one has been underperforming. | 2005-10-26 | |
| WEAK BUY | 41.300 | John Zechner | Still expensive. Worried about competition in the industry and the growth margins down the road. For now they seem to be delivering on all metrics. | 2005-09-29 | |
| DON'T BUY | 35.370 | Jonathen Wellum, B. Comm, B. Sc | A very strong company. Pretty decent business model. Trades at a high multiple of 6 X book value. They have increasing competition. Free cash flow yield is still only about 2%. | 2005-07-19 | |
| DON'T BUY | 34.930 | David Burrows | The risk in any growth company, and certainly when it turns into a momentum play like this one did, is that you start to see slowing in the growth rate. They are starting to see competition from some of the search companies. Margins are shrinking. | 2005-07-13 | |
| DON'T BUY | 32.790 | Mark Jackson, CFA | This is one that actually recovered almost everything until the first stumble this quarter where they had a miss. Expects to see the next report in the next week or so. Valuation seems rich. | 2005-04-13 | |
| DON'T BUY | 36.100 | Danny Tomka | Wonderful business model. A fantastic business in terms of cash generation and a market that continues to grow. Market cap in the $45 billion range there's a lot of good news still in there. Expensive. Would prefer it at about half the price. | 2005-03-29 | |
| HOLD | 116.210 | Richard Croft | Caller bought option strike price $120 (2007) for $11. Now $24.
Would take half profit and ride the rest for a bit. Should have some legs for the next month or two. Wouldn't want to be holding a lot of US equities after the 1st quarter. | 2004-12-14 | |
| DON'T BUY | 93.490 | David Baskin | Wonderful company, terrific business model and wonderful leadership, but much too expensive. Doesn't understand why the market feels that internet stocks such as Amazon, Yahoo and Google have to be priced at such a high multiple. | 2004-10-12 | |
| DON'T BUY | 93.490 | Paul Harris, CFA | A great company and very well run but incredibly expensive. | 2004-10-12 | |
| TOP PICK | 92.440 | Craig Blum | Likes their use of technology to create a more efficient trading platform. | 2004-10-01 | |
| DON'T BUY | 92.810 | David Chapman | Yahoo, eBay and Amazon are stocks that are over owned by large institutions and are trading at 100 X earnings. As a rule of thumb, you will never make money at this multiple. | 2004-06-28 | |
| SELL | 55.450 | David Chapman | Trading at 100 X earnings. You don't make money with this kind of stock. Has had 2 tops and is starting to break down. | 2003-11-12 | |
| BUY | 113.130 | David Burrows | Has been a survivor in the internet space and will do very well going forward. Some risk. | 2003-07-15 | |
| TOP PICK | 85.310 | Michael Smedley | A great growth stock. Enormous driving power. | 2003-03-31 | |
| DON'T BUY | 78.870 | Gavin Graham | Too expensive now. | 2003-03-05 | |
| BUY | 59.900 | Brendan Kyne | Has reported profits. Should continue to do well. | 2002-01-24 | |
| DON'T BUY | 56.400 | Mark Jackson, CFA | Have always liked. Good business model. Generates good profits. 80 X earnings is too expensive. | 2001-08-27 | |
| DON'T BUY | 64.060 | Noah Blackstein, B.A., CFA | Has been a great performer. Expensive stock. | 2001-06-14 | |
| WAIT | 42.438 | Ian Ainsworth | Likes. Shakedown is still going on | 2001-03-07 | |
Experts that have talked about eBay Inc
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