JMP launches coverage on the Internet sector with a bullish bias. Google (GOOG), Priceline...

This news story has 3 comments:

Register or Login to rate comments »

Michael Bryant Comments (3750)
 
The only one I really like is (PCLN). (AMZN) and (GOOG) will grow, but they already are $100+ billion companies. (FB) needs to prove itself. I still don't get why people will pay to play (FB) games or send gifts to friends.
19 Mar, 09:28 AM Reply Like

gwynfryn Comments (1825)
 
Just different strokes for different folks, I guess? I don't get it either, nor do I get fashion, or why so many people are so susceptible to advertising, but, evidently, they make the world go around...
19 Mar, 10:11 AM Reply Like

Zoomiesa Comments (6)
 
Z is going to be a monster. Very little competition that ones close to their scope of activities - they will be the new MLS standard. Many revenue streams - agent participation, click thru/referral revenue for premium services, rental listings, Zillow "Digs" and their new partnership with HGTV, their incredible data base of 90%+ of all domestic residential, sales and tax history, valuations and many with pictures. (Forward) They haven't even scratched the surface on International listings or commercial/industrial sales and rentals - although they have alluded to this as "future."

Their market cap - a tiny fraction of most of the companies listed above. The competition is pale - Trulia (spotty coverage, limited onsite information), Redfin is only in a few markets, Realtors.com doesn't measure up to any of the top 3.

I'm in at 34.25, 38 1/8, 44, and 49 3/4. Going to add more. This is easily the next 100+ stock. DO YOUR OWN DUE DILLIGENCE - go to Zillow.com and check the information on your own home, your neighborhood homes, and your previous homes. They are the Orwellian "Big Brother" of real estate.
19 Mar, 12:24 PM Reply Like