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

JMP launches coverage on the Internet sector with a bullish bias. Google (GOOG), Priceline (PCLN), AOL, eBay (EBAY), and Zillow (Z) have been started at Outperform, while Amazon (AMZN), Facebook (FB), and Expedia (EXPE) have been started at Market Perform. FB +0.8%. GOOG +0.5%. Z +1.3%. EBAY +1.5% with the help of Cantor's upgrade.
Comments (3)
  • Michael Bryant
    , contributor
    Comments (5380) | Send Message
     
    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 2013, 09:28 AM Reply Like
  • gwynfryn
    , contributor
    Comments (3907) | Send Message
     
    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 2013, 10:11 AM Reply Like
  • Zoomiesa
    , contributor
    Comments (59) | Send Message
     
    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 2013, 12:24 PM Reply Like
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