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eBay IncEBAYCOMMENTMar 26, 2014Stock price when the opinion was issued
As of Jun 12, 2026. Market Open.
AMZN-Q is the 1000 pound gorilla. Any choice in this space has to take them into account. EBAY-Q has done a good job. They beat street consensus. Their site is improving and ease of use is improving. There were up a Million users of 160 Million last quarter. They have a robust stock repurchase program going on. He would not own it.
Switch eBay (EBAY-Q) for Merck (MRK-N) for a 3-5 year hold? He made his money on eBay and has since left it. What he likes it is that Carl Icahn is in there shaking things up. Thinks you could flip a coin on who does better. You will do well on both.