BusinessWeek interviews S&P analyst Scott Kessler who is bullish on certain Internet stocks and believes the dot-com bubble is behind us. The big opportunity, says Kessler, is, are you sitting down, advertising.
Amazon is a company whose growth from a top-line perspective is maturing. I’m not the biggest fan of the online-retail model. On the other hand, I’m very enthusiastic about the online-advertising market.
Asked about his picks for the Winter Olympics, Kessler said he thinks Tonya Harding is ready for a come-back.