Seeking Alpha

Jayadams22

Jayadams22
Send Message
View as an RSS Feed
View Jayadams22's Comments BY TICKER:
Latest  |  Highest rated
  • It's Finally Time To Buy Alibaba [View article]
    Wouldn't dream of touching this before the lockup. I expect this stock to go down a little more to around the mid 70's before I would consider buying.
    Mar 5, 2015. 02:01 PM | 3 Likes Like |Link to Comment
  • Recent Buy - Deckers Outdoor [View article]
    In China, UGG's brand awareness is 50%, which is significantly higher than other international brands like Coach and Timberland. Is that a joke? All Chinese people know Coach way more than they know UGG's. I go to China often and everyone has a Coach bag, nobody is wearing UGG's over there though. Agree that your valuation of DECK is low compared to the rest of the market, I'm a buyer.
    Feb 24, 2015. 01:30 PM | 1 Like Like |Link to Comment
  • One Star For Yelp [View article]
    You don't have to pay for YELP if you are a small business owner but you will soon see all of your positive reviews either dissapear or float to the bottom of your page. YELP works, just go and type in any restaurant in NYC and you will see that the product is being used and is very successful. The company has a strong balance sheet and should be aquired north of $70 a share at these levels. It may break it's resistance at $50 after this next earnings call but the future is promising. Google knows that their review system is nowhere near Yelp's. Opentable was aquired at a very large premium by PCLN, don't see YELP as being much different. Owners pay a lot more if people book a table on Opentable rather than through the actual establishment.
    Jan 21, 2015. 12:31 PM | 1 Like Like |Link to Comment
  • Don't Bet On A Yelp Buyout [View article]
    The author who wrote this article isn't very bright. I'm not betting per se on a buyout but I believe a buyout of Yelp is more than likely either this year or next year. The valuation may be high but so was Opentable's when they were bought out by Priceline. I've worked in the hospitality space and can say with conviction that there is nothing even close to Yelp. Yahoo or Google aren't even in Yelp's leauge when it comes to the structure they have built. Yelp should get bought out in the low $70's at it's current price point.
    Jan 20, 2015. 02:50 PM | 1 Like Like |Link to Comment
  • RetailMeNot Is Seeing A Surge In Growth That Nobody Is Noticing [View article]
    Great article, SALE is a great buy at these prices, some downside is possible on the next earnings release but I think this should be the qtr that they turn this ship around.
    Jan 20, 2015. 02:45 PM | Likes Like |Link to Comment
  • RetailMeNot: Mobile Coupon Company On Sale [View article]
    I agree with CheckAgain. I just did a broad search of "company name" and coupons on Google and 9 times out of 10, SALE is the first site to pop up. I like the upside but am waiting until after the next earnings report to buy more shares. I like the fact that hedge funds are hopping in, we will see how long they stick around.
    Dec 31, 2014. 10:19 AM | Likes Like |Link to Comment
  • PepsiCo looms large in SodaStream rally [View news story]
    Sell on the rumor, this happens quarterly like clockwork. Sell before this POS goes to the teens.
    Dec 11, 2014. 03:10 PM | Likes Like |Link to Comment
  • No bid for Genworth as S&P cuts to junk [View news story]
    Going to ZERO, 2008 all over again
    Nov 7, 2014. 11:43 AM | Likes Like |Link to Comment
  • RetailMeNot: Goldman Sachs Says EPS Beat Consensus -- Jefferies Maintains Buy Rating [View article]
    Consensus did this stock in, not EPS. I'm still long but I am down big. Avg price is $25.50/share. Sheesh, good thing it's in my Roth IRA.
    Aug 6, 2014. 09:51 AM | Likes Like |Link to Comment
  • Goldman's picks in small caps [View news story]
    Yeah seriously, thanks for the SALE recommendation. I just got hosed.
    Aug 5, 2014. 04:03 PM | Likes Like |Link to Comment
  • Herbalife rebounds after Mr. Ackman fails to deliver a knockout punch [View news story]
    Ackman was crying cause his short position is getting CRUSHED! Cry now homeboy!
    Jul 22, 2014. 07:12 PM | 4 Likes Like |Link to Comment
  • Earnings Preview: eBay Q2 2014 [View article]
    I sold this morning ahead of earnings, they can't possibly report anything that the street will like. I'll buy back at $50 or lower.
    Jul 15, 2014. 07:43 PM | Likes Like |Link to Comment
  • SanDisk buys Fusion-io for $1.1B [View news story]
    I'm wondering the same thing, sell or keep FIO? Could get a higher bid but it seems unlikely...
    Jun 16, 2014. 10:35 AM | Likes Like |Link to Comment
  • Pimco may end certain money outflows [View news story]
    Bill Gross needs to take a hike
    May 30, 2014. 11:20 AM | Likes Like |Link to Comment
  • Yelp: Just Getting Started [View article]
    I love how people bash an article and have no evidence to back up their thoughts. Stay long YELP, it's gonna be a rocky couple of months but the long term growth of this company will be explosive.
    May 8, 2014. 02:21 PM | Likes Like |Link to Comment
COMMENTS STATS
26 Comments
19 Likes