Scott Kessler - S&P Capital IQ

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Last quote by Scott Kessler

In part because they are big, they can make these kinds of investments. The other subtext clearly, is because they are the biggest, you get a disproportionate amount of passively allocated money, and there are benefits to that as well.... I think these companies have done well by all accounts. People are encouraged by their results.feedback
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Apr 24 2017 Microsoft
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Scott Kessler is associated, including IBM, S&P, and deal. Most recently, Scott Kessler has been quoted saying: “Are they leading because they are big, or are they big because they are leading? I kind of think there's a little of both. Part of it is these companies executing well, people are excited about what's to come. They allow investors to focus on the megatrends of what a lot of us are doing – virtual or augmented reality, self-driving cars – massive greenfields where companies are making tremendous investments.” in the article As the Nasdaq closes in on 6K, it has Apple, Microsoft and the 'big five' tech stocks to thank. An other article where Scott Kessler has been quoted is Snapchat shares soar despite disappearing message app's invisible profits.
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Scott Kessler quotes

It doesn't seem like that much of an impact on its user base. That's a big part of what Verizon has been focused on and buying into. So, I think it's going to be hard to make an argument that there was an material adverse change when usage didn't change at all.feedback

If you're looking to buy a house and enter into a contract, and then you find something out that makes you want to reduce your offer, that's not necessarily as easy to do as it is to say. Everyone wants a better deal. Whether or not it's legally supported or possible I think is still unclear.feedback

In doing an analysis of the tech companies in the S&P 500, you see a handful of companies that are paying 15, 16 percent tax rates. I would argue those type of companies would definitely be in the cross hairs of a new approach to taxation from the Clinton presidency. IBM and Alphabet would be on that list.feedback

Weaker consumer spending in the U.K., perhaps due in part to Brexit uncertainties, could adversely affect eBay and PayPal.feedback

The S&P 500 technology sector generates a greater percentage of revenues from non-U.S. sources than any other sector.feedback

China is just an extremely difficult place for tech companies to gain traction and succeed. It's extremely difficult because… it's the best home-court advantage in the world. The government has afforded advantages to home-grown companies.feedback

Despite earnings per share significantly exceeding estimates, IBM did not raise guidance, it actually maintained its outlook.feedback

We see the potential for related disappointment, given continuing fundamental challenges and questions about company leadership. There's no reason for me or anyone else to be more optimistic on Yahoo's business than we were days, weeks or months ago.feedback

Private market valuations around the technology areas have collapsed over the last three to six months. Wouldn't it make sense to capitalize on the opportunities that have arisen? That has to be yes. They haven't done any significant acquisitions since Periscope.feedback

It really is so unique. And the reality is they are doing a very, very good job of delivering each and every quarter. It's clear that they have a focus, and they are executing against it.feedback

These changes probably are painful and unfortunate in many respects. The reality is that I don't know that Satya Nadella would have acquired the Nokia kind of businesses that were bought in April. That was a deal he inherited.feedback

User growth and engagement growth, I think is somewhat called into question at this point. Twitter has pretty much been a momentum story, a momentum stock but it seems like in certain respects the momentum has maybe fallen somewhat when it comes to the fundamentals.feedback

Twitter is not the first, the second, or the third but the forth largest global social network based in the US behind Facebook, Google+ and behind LinkedIn and there was a reason for that because it is just not as accessible or easy to use as maybe other platforms are.feedback

It seems like maybe people forgot about the fact that Google let us know multiple times recently that they were taking a pretty significant restructuring charge associated with Motorola.feedback

It's really a combination of Google sites and Motorola which we think largely contributed to the disappointment.feedback

If you think about this, it's really all about one thing – it's about competition with Google, and Microsoft and Yahoo frankly have had some difficulties being successful in competing with Google; they've had some small victories in the last number of months, but ultimately Microsoft decided the time was right to strike.feedback

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