Ebay - 9 Tage runter - 500 Beiträge pro Seite

[Struwwelpeter]

9 Tage runter, von 160$ auf 111$

[momi]

Wem sagst du das?
Bin selbst investiert
Halten oder verkaufen?
Ich dummes Huhn habe die Dinger auch noch zu 183Euro gekauft.
Trotz guter Zahlen und Aktiensplitt. Nur runter.Wie der gesamte Markt.Ich glaube ich muss das ganze wohl oder übel aussitzen.
Cu Momi

[Struwwelpeter]

Ich hab`die nichtmal, mir ist es nur aufgefallen.
Das Ergebnis war doch nicht so schlecht, oder?
Ich würde an Deiner Stelle nicht verkaufen, so schlecht ist die Firma nicht. Warte einfach ab. Wenn es sein muß, warte halt noch bis zum Jahresende. Wenn du jetzt aussteigst, wie willst Du die Trendwende rechtzeitig feststellen? Ins Bodenlose werden die nicht fallen, überlege Dir mal, was Du im Depot hast. Das ist immerhin der Marktführer.
Ich selbst spiele mit dem Gedanken, mir ein paar zu kaufen.


Gruß
Struwwelpeter

[momi]

Hallo Struwel,

danke für die tröstlichen Worte.
Die Zahlen von Ebay haben alle Analystenerwartungen weit übertroffen,gerade deshalb verstehe ich den Kursverfall nicht.
Aber mit Vernunft hat der derzeitige Markt sowieso nichts mehr zu tun.
Ich denke wir sehen Ende Mai Anfang Juni wieder bessere Zeiten.

Bis dann Momi

[Akifpower]

Ebay ist überbewertet, ist doch klar das sie in dieser Situation abgibt, ich sehe die ebay um die 35-40$ bis zum Splitt wachsen. Behalt die Nerven, und die goldene Regel: Niemals mit verlust verkaufen - denn just dann wenn du umswitchst, knallt die ebay hoch.
:-)

[martinvail]

Wär das ein Kaufkurs? Ebay wird überall empfohlen! Capital hat ein Kursziel von 250 Euro gesetzt. Was meint ihr, am Montag rein gehen?

[Struwwelpeter]

Jetzt rein oder noch warten?
Ich bin noch nicht drin und warte noch ab.
Die Stimmung an der Nasdaq ist zur Zeit einfach nur schlecht.
Solange an der Zinsfront keine Entwarnung gegeben wird, scheint sich die Stimmung auch nicht nachhaltig zu verbessern - Schaukelbörse halt.

Und der Chart von Ebay sieht auch nicht gerade vertrauenerweckend aus.

Die Aktien, die ich langfristig halte, werde ich zu diesem Zeitpunkt nicht verkaufen.
Ebay gehört IMO zu den langfristig aussichtsreichen I-Net Unternehmen.
Marktführer bei Auktionen, gutes Wachstum, schwarze Zahlen. Also langfristig würde ich halten, zum Einstieg warte ich noch ab, bis die Stimmung besser wird. Eine kurzfristige Kursprognose ist zur Zeit unmöglich.



Der Chart sieht noch nicht so gut aus.





Marktkapitalisierung ist mit 15,5 Milliarden immer noch recht hoch, Umsaatzwachstum und Gewinnwachstum sehen aber nicht schlecht aus.



Five Quarter Earnings and Revenue History
Selected Qtrly Financials YYMM(Quarter) 0003(1) 9912(4) 9909(3) 9906(2) 9903(1)
Revenues(millions) 85.8 73.9 58.5 49.5 34.0
Sequential Rev. Pct Chg(vs. Qtr Before) 16 26 18 46 NA
Net Income(millions) 6.3 4.9 1.4 0.8 5.9
Shares Outstanding(millions) 130.183 129.782 129.102 128.441 120.770
Earns Bef. Inc. Tax(millions) NA .4 -4.8 -.2 9.6
Profit Margins 7.3 6.6 2.4 1.6 17.4
Per Share Data MAR 00 DEC 99 SEP 99 JUN 99 MAR 99
E.P.S. .05 .04 .01 .01 .05
Sequential E.P.S. Pct Chg(vs. Qtr Before) 25 300 0 -80 NA
Dividends/Shr .00 .00 .00 .00 .00
Share Price High 255.00 186.00 161.00 234.00 177.38
Share Price Low 117.38 124.50 70.28 126.69 55.28
Balance Sheet Items as of: December 31, 1999
ASSETS($Mill) LIABILITIES & OWNER`S EQUITY($Mil)
Current Assets 459.8 Current Liabilities 88.8
Cash & Equivalents 219.7 Short Term Debt 12.3
Property,Plant and Equipment 111.8 Long Term Debt 15.0
Intangibles 8.8 Other Liabilities 7.6
Other Assets 383.5 StockHolder`s Equity 852.5
Total Assets 963.9 Total Liabilities and Equities 963.9
Five Year Selected Financials History: Fiscal Year Ends on December
(in millions) 12mos(1)* 1999 1998 1997 NA NA NA
Revenues 267.7 224.7 47.4 5.7 NA NA NA
Revenue Pct Chg(vs. Year Before) NA 374 732 NA NA NA NA
Depreciation NA 25.4 5.4 .1 NA NA NA
Earns Bef. Inc. Tax NA 3.1 6.2 1.4 NA NA NA
Net Income 13.4 10.8 2.4 .9 NA NA NA
E.P.S. .11 .08 .02 .01 NA NA NA
E.P.S. Pct Chg(vs. Year Before) NA 300 100 NA NA NA NA
Dividends/Shr .00 .00 .00 .00 NA NA NA
Current Assets 459.8 459.8 83.4 5.0 NA NA NA
Current Liabilities 88.8 88.8 8.0 1.1 NA NA NA
Long-Term Debt 15.0 15.0 .0 .3 NA NA NA
Shares Outstanding(millions) 130.183 129.782 120.760 61.261 NA NA NA
Common Equity 852.5 852.5 84.4 1.0 NA NA NA
Profit Margin 5.0 4.8 5.1 15.8 NA NA NA
Return on Equity 1.6 1.3 2.8 90.0 NA NA NA
Return on Assets 1.4 1.1 2.6 16.1 NA NA NA
P/E Ratio NM NM NM NA NA NA NA
Price-Sales Ratio 57.48 72.36 206.00 NA NA NA NA
Price-Book Ratio 18.05 19.05 114.77 NA NA NA NA
Debt/Equity Ratio .02 .02 .00 .30 NA NA NA
Book Value/Shr 6.55 6.57 .70 .02 NA NA NA
Div Payout Ratio .00 .00 .00 .00 NA NA NA
Interest Coverage Ratio NA 11.6 NC NC NA NA NA



Analysten sind optimistisch.

Analyst Ratings Today 1 month ago 2 months ago 3 months ago
1=Strong Buy 13 11 11 10
2=Buy 11 11 10 10
3=Hold 4 5 4 6
4=Sell 0 0 0 0
5=Strong Sell 0 0 0 0
Consensus (mean)
(strong buy) 1 - 5 (strong sell) 1.61 1.71 1.65 1.78





Hier noch was aus fool.com



Stocks for Mom
eBay
By Rick Aristotle Munarriz (TMF Edible)
May 9, 2000

Trading at $128 1/2 as of May 8, 2000

Mom, stop! I know, this time of year the spring cleaning bug is buzzing around your head. You`ll ruffle through all the old stuff and toss out most of it -- saving choice items to donate to charity.

Let`s try something different this year. Let`s go through a few things and list them on the leading online trading community, eBay (Nasdaq: EBAY) . You know the old saying. Someone`s trash is another`s winning bid on Item 337097198.

That`s the beauty of eBay. A seller is creating value out of something that holds minimal, if any, current intrinsic value. Meanwhile, a buyer is picking up the deal of a lifetime -- at least in the eyes of the buyer.

If you work up the nerve to go ahead and list an item in one of eBay`s more than 4,000 categories, you won`t be alone. Last week there were more than 4.5 million live auctions taking place. They stretch out as long as 10 days each. And unlike costly and ineffective classifieds in the local rag, the submission fee for a targeted eBay auction starts at just a quarter.

Yes, you can borrow the gavel for free at Yahoo! (Nasdaq: YHOO) but it probably won`t make a sound. You see, there is a major difference between those auctions and the ones on eBay: results. eBay is the only major auction site where the majority of its listings close in a handshake.

With more than 1.5 billion page views every month -- and growing -- it`s an exercise in futility for even the leading eye magnets like Yahoo! and Amazon (Nasdaq: AMZN) to compete against eBay. It`s where the sellers are. And they are there because that`s where the buyers are. And they are there because that`s where the sellers are. You get my circular point. Traffic creates an efficient market so desirable that even with some of the competition giving it all way eBay still wins.

So, online, where barriers to entry can sometimes be marked down to a $30 domain registration, eBay has that rare business model encased in a fortress.

Yet eBay has never taken advantage of its ability to lay low and collect. It has bulked up its offerings by acquiring high-end auction dealers and serving its registered community of more than 10 million with innovative features like the credit card enabling BillPoint.

It`s hard to find fault in eBay. The company is generating close to a billion dollars in value for its sellers every passing quarter. How much of that would have been collecting dust bunnies in the attic if not for eBay? Granted, a lot of what eBay has become now is the product of traditional antique and art dealers closing up their showrooms and galleries and enjoying the riches of wide audiences and narrow overhead. Then again, color me red, white and blue and duct tape me to a flagpole, but isn`t eBay what the American dream is all about, Mom?

eBay is living that same "wide audience, narrow overhead" dream. Since it serves only as the planks and nails that hold the trading post together it produces some pretty amazing margins (74% gross margins last year for those keeping score at home).

Here is that headturning exception of a dot-com that came public as a profitable entity. And, yes, it continues to operate in the black. The top line isn`t too shabby either. Revenues shot up 161% last year. They soared 724% the year before that.

It`s solid. And I would put my love for you up on eBay, Mom -- if not for the fact that I doubt that anyone could match the reserve price. So, this year, it`s eBay for you.

And, don`t worry if the items you will bid on seem insignificant. eBay was started back in 1995 when a husband created a site for his wife to interact and trade with fellow Pez collectors. Pez, I says. Small morsels of sweetness can go a long way. With that, Mom, a kiss -- and the hope that next year you present your favorite charities with a proceeds check. Not another sack.


eBay Company Information:
Trades on the Nasdaq under symbol EBAY
Website: www.ebay.com
eBay is a Rule Breaker Portfolio Holding



Gruß
Struwwelpeter