GOOG is the real danger here, this may not be too far away, one of the reasons PLCN retains such a high valuation is that everyone is looking for a wave of consolidation in the online travel sector.
Current price will keep away any voracious takeover bids, hence the insiders offloading at what they obviously see as the top.
Look to see a "social" market entry that will hoover up the likes of Tripadvisor / Lastminute.com & others to create a new wave of how to do business in this space.
Plug some Android love into this scenario & off we go.
A high-level look at insider trading at Priceline Com Inc over the past 12 months. A total of 303,679 shares of Priceline Com Inc stock was sold by insiders, totaling $165,605,633.
Over the same time 12 month time period, no shares of Priceline Com Inc were purchased by company insiders.
have a look at this daily chart .... now look at yesterdays trading, bookrunners did not advise their clients that this would fly ??? http://bit.ly/z1JVFK . Ridiculously over subscribed when compared to 50 & 100 day SMA.
now look at the same chart, using Keltner, as an indicator of where the stock may go technically http://bit.ly/zfqBQ9 , suggests that there is a little more to run on this, with the upper channel suggesting a push onwards to 92(ish) however, the lower channel has already peaked & turned negative.
Looks as though shorts will get a good opportunity shorting late Monday, as we are looking at a slew of crappy data coming out of Europe, which will hit market sentiment in general.
great article, pretty much underlines my own thoughts regards LinkedIn.
however, as we have seen with other faddy stocks, Web 2.0 is in vogue & the book runners still have plenty to squeeye from the sheeple, so this will continue to rise going forward, although enjoying a number of sharp pull backs from time to time.
great swing trade opportunities with LNKD, if you can get your timing right ... slow, slow, quick, quick, slow
Baidu: The Cheapest Growth Stock In The Market [View article]
Baidu is looking at building out its own mobile OS, probably based on Android (similar to China Mobile), also with iPhone 4s being cleared on the market, mobile internet & hence search useage will triple in the next 18 months.
Baidu: Buy This Stock Only On Dips Around $100 [View article]
Premature on calling it short ... my Magic 8 ball (courtesy of stockcharts) says it can quite easily ride up to 140 with a bit of buying.
It also says that the bottom in current trading atmosphere is around 117
Even in the terribad times of October, it only got down to 105.
Baidu is making a big push into Android, which will in the long term help push its search revenues much higher .... so long term, its a buy ... if you have the cash that is :)
After AT&T: 4 Telecom Merger Possibilities for 2011 [View article]
personally can't see VOD making any play into N America ... too expensive & as Dan neatly points out, the network issue is a major one regards GSM / CDMA.
VOD exiting some non-core assets is very much a strengthen the sheets play ... for the moment. They have major issues in India with govt tax case ($2.5Bn) & erstwhile partner Essar is asking for an additional $700k for the last slice of the cake.
I would not be surprised to see VOD making a venture into LatAm ... the Global Director for Consumer used to be the Chief Sales Officer for Vodafone Spain. So why promote a Spanish speaker into such a high profile position.
My gut says LatAm acquisitions in Q4 this year or Q1 2012
in the meantime, I am short VOD, hearing some things from the industry which point to poor performance in FY 2010 & some large write downs to be announced on 17th May.
Edit : In addition, the much vaunted warming of relations between VOD & VZ can be espoused by all & sundry, however, still no sign of a dividend payment coming this year ... $5Bn in free cash flow off the table
Just One ETF: Momentum, Fundamentals - and a Good Value in Russia Fund [View article]
Thanks for a very balanced & well written piece, pleasant change to see someone writing in a more positive light regards Russia. Sure it has it's problems, but doing business there is becoming much easier & much more transparent than some of the Seeking Alpha contributors would lead people to believe.
Hope to see a follow up article from you on RSXJ once it gets some wind under it's wings
Market Share Is Bunk: Why Apple's Leaving Room for Android in China [View article]
one additional factor, the iOS stats reflect both iPod Touch & iPhone figures, so are a little skewed. Currently looking to find a more lock down mobile rather than wireless figure for this.
Nokia: Right Phone, Wrong Partnership [View article]
they bleed
'Mad Money' Picks: 7 Tech Buys And 2 Sells [View article]
Current price will keep away any voracious takeover bids, hence the insiders offloading at what they obviously see as the top.
Look to see a "social" market entry that will hoover up the likes of Tripadvisor / Lastminute.com & others to create a new wave of how to do business in this space.
Plug some Android love into this scenario & off we go.
'Mad Money' Picks: 7 Tech Buys And 2 Sells [View article]
A high-level look at insider trading at Priceline Com Inc over the past 12 months. A total of 303,679 shares of Priceline Com Inc stock was sold by insiders, totaling $165,605,633.
Over the same time 12 month time period, no shares of Priceline Com Inc were purchased by company insiders.
time to get off this particular bandwagon
Baidu Still A Favorite In Chinese Internet Space [View article]
4 Stocks To Buy And 2 To Sell Due To High Gas Prices [View article]
cunning, get NFLX into the tickers so schmucks like me can come read .... didnt work, I hate energy stocks ... hah !!!
LinkedIn: Beyond The Headlines [View article]
have a look at this daily chart .... now look at yesterdays trading, bookrunners did not advise their clients that this would fly ??? http://bit.ly/z1JVFK .
Ridiculously over subscribed when compared to 50 & 100 day SMA.
now look at the same chart, using Keltner, as an indicator of where the stock may go technically http://bit.ly/zfqBQ9 , suggests that there is a little more to run on this, with the upper channel suggesting a push onwards to 92(ish)
however, the lower channel has already peaked & turned negative.
Looks as though shorts will get a good opportunity shorting late Monday, as we are looking at a slew of crappy data coming out of Europe, which will hit market sentiment in general.
LinkedIn: Beyond The Headlines [View article]
however, as we have seen with other faddy stocks, Web 2.0 is in vogue & the book runners still have plenty to squeeye from the sheeple, so this will continue to rise going forward, although enjoying a number of sharp pull backs from time to time.
great swing trade opportunities with LNKD, if you can get your timing right ... slow, slow, quick, quick, slow
Baidu: The Cheapest Growth Stock In The Market [View article]
Baidu: Buy This Stock Only On Dips Around $100 [View article]
It also says that the bottom in current trading atmosphere is around 117
Even in the terribad times of October, it only got down to 105.
Baidu is making a big push into Android, which will in the long term help push its search revenues much higher .... so long term, its a buy ... if you have the cash that is :)
After AT&T: 4 Telecom Merger Possibilities for 2011 [View article]
VOD exiting some non-core assets is very much a strengthen the sheets play ... for the moment. They have major issues in India with govt tax case ($2.5Bn) & erstwhile partner Essar is asking for an additional $700k for the last slice of the cake.
I would not be surprised to see VOD making a venture into LatAm ... the Global Director for Consumer used to be the Chief Sales Officer for Vodafone Spain. So why promote a Spanish speaker into such a high profile position.
My gut says LatAm acquisitions in Q4 this year or Q1 2012
in the meantime, I am short VOD, hearing some things from the industry which point to poor performance in FY 2010 & some large write downs to be announced on 17th May.
Edit : In addition, the much vaunted warming of relations between VOD & VZ can be espoused by all & sundry, however, still no sign of a dividend payment coming this year ... $5Bn in free cash flow off the table
Choice Putin-isms About Russia's Business Climate [View article]
"he who casts the first stone" ...
US institutional corruption is rife & the West has learned nothing from the Enron, WorldCom etc institutional scandals of the early 00s
Pirogi ... Polish for sausage would be a more apt monicker for the author.
Just One ETF: Momentum, Fundamentals - and a Good Value in Russia Fund [View article]
Sure it has it's problems, but doing business there is becoming much easier & much more transparent than some of the Seeking Alpha contributors would lead people to believe.
Hope to see a follow up article from you on RSXJ once it gets some wind under it's wings
Steel Is the Real Deal [View article]
Five Reasons Why It May Be Motorola Mobility's Time [View article]
pfffft
Market Share Is Bunk: Why Apple's Leaving Room for Android in China [View article]