“People were just realizing that some of these under-the-radar, smaller-type names had built pretty significant franchises on the Web. I would caution investors that in many cases the easy money has probably been taken care of, but there are still plenty of opportunities.”
“Sentiment on this name is pretty weak. It's not like in prior years, where meeting estimates wouldn't do it. It's not a great blowout quarter by any stretch of the imagination, but they were able to show a little growth from the fourth quarter and that's at least a good sign.”
