5 Stocks With Intensive Insider Selling In November [View article]
I think people who sold Visa in November was merely taking profit and not a change in trend for stock. There is nothing alarming data that provide a turnaround. Visa has a value of $ 100B and I think it's still cheap, is one of the most important companies in the world. It is used worldwide, and is a trend that continues to grow, there will come a time when no one would use cash, all pass through cards and Visa is a leader in that business. I bought at $ 62.70 and still long in Visa.-
I agree. V is not for short. If anything can go back a few dollars, investors take profits, but no evidence that V change in trend. There are no fundamental reasons for this.
What Will Happen When Zynga Drops Below $2 [View article]
It is obvious that, but ask yourself why the market did not like that rumor that Facebook would enter through your side to offer online gaming. I do not say that Zynga can not develop its platform simply say that the flow of customers who use Facebook are. The platform Zynga is another thing, I doubt that all Facebook users go to the platform. Is my analysis and the market says the same, but ask yourself why $ 10 dropped to $ 2.
His whole story was and is very difficult since it started. That is the problem and in turn making it interesting.
We have on one hand a company that created something new, never seen and that led to endless amount of more companies in the world to do the same. Early reports spoke of the great growth of the firsts quarters of existence of the company, never seen before in other company, according to various reports. Then came the offer of putting $ 6B Google to buy this company, over a number of interesting and rejected by Groupon, which seemed to suggest that Google had fallen short in its bid.
Leaving the market, it was with twice the value of what Google had offered, you think that is not so bad, being that two years had passed and the back gray was already widespread throughout the world, being the leader and creator of this business model.
At its launch met all the dark spots that were unknown and that is the actual result.
conclusion: I think this story can have a happy ending. I see a lot of inexperience in the board, lack maturity, I think they are the creators of the business model and have not found a way to make profitable. So I think this company is long and the experience will make the company grow and achieve profit, they had the idea is brilliant, so as copied. Despite the copies, the market knows that Groupon is the leader and people end up choosing Groupon over the other.
Groupon (GRPN) -4% on disappointment the board plans to keep Andrew Mason as CEO for now. The drop comes even though Evercore's Ken Sena, a long-time bear, has become slightly less bearish, raising his PT to $3 from $2 on a belief Groupon Goods e-commerce sales will grow to $2.5B in 2013 from $1B in 2012, mostly offsetting a big drop in daily deals sales to $2.6B from $4.2B. Sena notes Groupon has ~40M active customer accounts to push Goods offers to, and that its Goods revenue/active user is still well below that of peers. [View news story]
Sena is ridiculous, so goes the PT from $ 1 to $ 3 ... with that freedom can put a target to $ 1? endangering the company's shares and investors, put that target baseless and had to correct it quickly. Regarding the positive news of the CEO's who are rushing, is ultimately what happened. There wasn´t fired, but if things do not change their future is bleak.
Time To Fold The Zynga Bet And Wait [View article]
If Zynga has something of value that is thanks to Facebook, therefore, if Facebook decides to compete with Zynga, the day begins the death sentence for Zynga
Is There Any Value Left In Social Media Stocks? [View article]
added that comment while the AH today
I held provided that Zynga is highly dependent on Facebook and that is his fate. The day that Facebook will close its doors there will begin the countdown to the end of Zynga, the market already anticipates a decline of 75% from the IPO
Zynga (ZNGA) -11.1% AH after disclosing it has amended its agreement with Facebook (FB). The most worrisome line: "Facebook will no longer be prohibited from developing its own games." Facebook has said it's not interested in being a game developer, but as of March 31, 2013, it won't be legally obligated on that count. The amendment also frees Zynga of the obligation to display Facebook ads or use Facebook credits on Zynga.com and other company properties, and of having Facebook be its "exclusive social platform." [View news story]
I held provided that Zynga is highly dependent on Facebook and that is his fate. The day that Facebook will close its doors there will begin the countdown to the end of Zynga, the market already anticipates a decline of 75% from the IPO
5 Stocks With Solid Catalysts And Upside Well Positioned For 2013 Gains [View article]
Very good report Bears expected a drop to Groupon this week. Not having occurred, appears to be a clear change in trend, with strong volume growth. In today finding a rock at $ 4.60 and taking some profits, would be healthy if today ended in negative. But clearly we saw earlier in the day who wanted to leave did so and then quickly recovered shares
Groupon (GRPN) +3.3% AH after Kara Swisher reports several board members have been thinking of ousting CEO Andrew Mason in favor of a "more experienced" leader, as well as making other changes. However, she cautions Mason has support on Groupon's board, and is unlikely to be replaced immediately. Management issues are expected to be brought up at a board meeting later this week. Mason has taken plenty of heat for Groupon's post-IPO performance. (COO appointment) [View news story]
After all the mistakes made by the founder of the company, seems to be this good news. But movements are certainly speculative since no concrete information as to who would come. Also I do not think it so easy to remove the company who created. It is good to meet to check issues of numbers, and if the board is still perfecting bring their good results
Is There Any Value Left In Social Media Stocks? [View article]
Zynga exists thanks to Facebook. Never recommended buy these shares and will never be in my portfolio. The author spoke of Groupon's accounting problems, but has not said anything about the 2 times that Zynga changed its annual forecasts, or the continuing turmoil in the corporate board, was anyone? lol LinkedIn is very overvalued, it is not time to buy. Yelp is unnecessary, trite business model. meaningless. Facebook can be a good option in the future with lower price Groupon is a good level to buy, stocks have been punished too and I think we will see a long-term recovery. Learning from mistakes will slowly consolidating business model, created by them and copied by many. They are owners of the business model, brand, and diversifications are doing I think you'll see improvements soon The latest rumors suggest that perhaps Groupon CEO Andrew Mason has to leave the company at the request of the board.
5 Stocks With Intensive Insider Selling In November [View article]
There has been considerable sells, but so far the market seems not to care.
5 Stocks With Intensive Insider Selling In November [View article]
There is nothing alarming data that provide a turnaround. Visa has a value of $ 100B and I think it's still cheap, is one of the most important companies in the world. It is used worldwide, and is a trend that continues to grow, there will come a time when no one would use cash, all pass through cards and Visa is a leader in that business.
I bought at $ 62.70 and still long in Visa.-
Is Visa Overpriced? [View article]
I am Long V
Not Special Enough [View article]
I am long GRPN, V and C
What Will Happen When Zynga Drops Below $2 [View article]
I do not say that Zynga can not develop its platform simply say that the flow of customers who use Facebook are. The platform Zynga is another thing, I doubt that all Facebook users go to the platform. Is my analysis and the market says the same, but ask yourself why $ 10 dropped to $ 2.
Groupon's Lesson: Valuation Matters [View article]
Groupon's Lesson: Valuation Matters [View article]
We have on one hand a company that created something new, never seen and that led to endless amount of more companies in the world to do the same.
Early reports spoke of the great growth of the firsts quarters of existence of the company, never seen before in other company, according to various reports.
Then came the offer of putting $ 6B Google to buy this company, over a number of interesting and rejected by Groupon, which seemed to suggest that Google had fallen short in its bid.
Leaving the market, it was with twice the value of what Google had offered, you think that is not so bad, being that two years had passed and the back gray was already widespread throughout the world, being the leader and creator of this business model.
At its launch met all the dark spots that were unknown and that is the actual result.
conclusion:
I think this story can have a happy ending.
I see a lot of inexperience in the board, lack maturity, I think they are the creators of the business model and have not found a way to make profitable.
So I think this company is long and the experience will make the company grow and achieve profit, they had the idea is brilliant, so as copied. Despite the copies, the market knows that Groupon is the leader and people end up choosing Groupon over the other.
I am Long GRPN
Groupon (GRPN) -4% on disappointment the board plans to keep Andrew Mason as CEO for now. The drop comes even though Evercore's Ken Sena, a long-time bear, has become slightly less bearish, raising his PT to $3 from $2 on a belief Groupon Goods e-commerce sales will grow to $2.5B in 2013 from $1B in 2012, mostly offsetting a big drop in daily deals sales to $2.6B from $4.2B. Sena notes Groupon has ~40M active customer accounts to push Goods offers to, and that its Goods revenue/active user is still well below that of peers. [View news story]
Regarding the positive news of the CEO's who are rushing, is ultimately what happened. There wasn´t fired, but if things do not change their future is bleak.
Time To Fold The Zynga Bet And Wait [View article]
Is There Any Value Left In Social Media Stocks? [View article]
I held provided that Zynga is highly dependent on Facebook and that is his fate. The day that Facebook will close its doors there will begin the countdown to the end of Zynga, the market already anticipates a decline of 75% from the IPO
Zynga (ZNGA) -11.1% AH after disclosing it has amended its agreement with Facebook (FB). The most worrisome line: "Facebook will no longer be prohibited from developing its own games." Facebook has said it's not interested in being a game developer, but as of March 31, 2013, it won't be legally obligated on that count. The amendment also frees Zynga of the obligation to display Facebook ads or use Facebook credits on Zynga.com and other company properties, and of having Facebook be its "exclusive social platform." [View news story]
5 Stocks With Solid Catalysts And Upside Well Positioned For 2013 Gains [View article]
Bears expected a drop to Groupon this week. Not having occurred, appears to be a clear change in trend, with strong volume growth. In today finding a rock at $ 4.60 and taking some profits, would be healthy if today ended in negative. But clearly we saw earlier in the day who wanted to leave did so and then quickly recovered shares
I am Long GRPN
Is Visa Overpriced? [View article]
I am Long V
Groupon (GRPN) +3.3% AH after Kara Swisher reports several board members have been thinking of ousting CEO Andrew Mason in favor of a "more experienced" leader, as well as making other changes. However, she cautions Mason has support on Groupon's board, and is unlikely to be replaced immediately. Management issues are expected to be brought up at a board meeting later this week. Mason has taken plenty of heat for Groupon's post-IPO performance. (COO appointment) [View news story]
It is good to meet to check issues of numbers, and if the board is still perfecting bring their good results
Is There Any Value Left In Social Media Stocks? [View article]
LinkedIn is very overvalued, it is not time to buy.
Yelp is unnecessary, trite business model. meaningless.
Facebook can be a good option in the future with lower price
Groupon is a good level to buy, stocks have been punished too and I think we will see a long-term recovery. Learning from mistakes will slowly consolidating business model, created by them and copied by many. They are owners of the business model, brand, and diversifications are doing I think you'll see improvements soon
The latest rumors suggest that perhaps Groupon CEO Andrew Mason has to leave the company at the request of the board.
I am Long GRPN