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Carlin Lee

 
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  • Has A Strong Buying Opportunity Emerged In RetailMeNot? [View article]
    CORRECTION: 22.9 million email subscribers
    Aug 12 11:07 AM | Likes Like |Link to Comment
  • Has A Strong Buying Opportunity Emerged In RetailMeNot? [View article]
    The disinformation surrounding RMN. Google changes their algorithm 500 times a year*. Despite this RMN continues to demonstrate strong performance across: revenue, visits, traffic distribution (SEO v. organic) and product efficiency (revenue/visits). Yes visits are down, but seasonally adjusted (June vs. June) this amounts to only 12%**, which is a fraction of what pundits erroneously quote.

    Consider the following with respect to traffic origination:
    -36% direct referral (inline with Yelp)
    -2.7 million Facebook followers (compared to 1 million for Coupons.com)
    -18.5 million app downloads
    -6 million email subscribers


    *http://bit.ly/1sNgZlX
    **http://bit.ly/1sNgZm6
    Aug 12 10:30 AM | Likes Like |Link to Comment
  • Newmont Mining: No More Gold In Gold [View article]
    According to the charts, this is an excellent time to buy NEM.

    They are sitting nicely at the bottom of a 30 year trend channel.
    Jan 26 07:28 PM | Likes Like |Link to Comment
  • Yelp's Growth Increasingly Relies On Its Success With Mobile Ads [View article]
    That's the beauty of YELP ads. They are "stealth" in nature. Businesses are able to buy sponsored listings which add functionality and information to their profile. All of which enhances consumer experience. Even more interesting, is the discrete, "you might also consider" ads, which allow companies to "intercept" consumer viewing substitutable offerings in their market, via click through into their profile, where they are greeted with a built-out and information rich profile - thus they are more likely to convert.
    Jun 7 12:53 AM | Likes Like |Link to Comment
  • Private Equity IPOs Keep Flowing: HCA Holdings's $3.5B Offering Expected This Week [View article]
    HCA is the dominate owner and operator of facilities within the US. More so, health care reform will reward those with concentrations of power. This is evident by CY 2010/2011 reimbursement cuts at the level of the provider while simultaneous increases at the facility level. The result--forced integration between physicians and facilities. The era of privately practicing physicians is over. As more and more physicians embrace the employment model hospitals will gain better control of their revenue and cost centers.
    Mar 9 11:44 AM | Likes Like |Link to Comment
  • Is Microvision Ready For a Big Fall? [View article]
    biz.yahoo.com/ap/07072...

    Motorola...ouch
    Jul 24 10:08 AM | Likes Like |Link to Comment
  • Is Microvision Ready For a Big Fall? [View article]
    How much you down?
    Jun 20 07:18 PM | Likes Like |Link to Comment
  • MEMC Electronic Materials: Why I Sold Short [View article]
    I acted early and got burned...double top didnt hold and I was forced to cover. That's the beauty of TA though...react to the market and control risk. Covered at $60.89.
    May 9 10:24 PM | Likes Like |Link to Comment
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