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  • GE's Restructuring Pleases Investors And Avoids Other Risks [View article]
    $200bn of assets and has $200bn in order backlogs; that's a combined value > the market cap of 999 of Russel 1000
    Apr 23, 2015. 03:33 PM | Likes Like |Link to Comment
  • Yelp Faces A Major User Problem [View article]
    WSJ reports $YELP to buy $GRUB competitor: http://tiny.cc/b7qutx
    Feb 10, 2015. 12:39 PM | Likes Like |Link to Comment
  • Yelp Faces A Major User Problem [View article]
    Stone,

    Thank you for the article. I believe it addresses pros and cons. I think that $YELP has a lot of potential for the long-term bulls. I use it daily both on my desktop and mobile devices. When I am looking for a new service/product locally I always have doubts about the companies that do not have at least a $YELP basic account. I have dealt with the sales people both on a for-profit and not-for-profit basis, and I have never experienced any underhanded tactics. Although, I have personally heard a lot of opinions about how everything on the internet should be free, especially from older business owners who do not see value in online advertising and presence. Perhaps that is where the feeling of discontent arises.

    I am long $YELP, and if it bases or consistently re-tests support, I may double-down. All the concerns you stated were also said about $FB and $LNKD and the long-term bulls are looking pretty smart for both cases.

    I would invite anyone reading your article to create a Social Media portfolio on SA and put in YELP,FB,LNKD,TWTR. Then peruse the "Valuation" and "Profitability" tabs, considering each metric. Then, hypothetically, if you had to make a small invest of $1,000 in one name. Which would it be?
    Feb 9, 2015. 12:29 PM | 1 Like Like |Link to Comment
  • Dover Corporation And How Do You Rank Your Holdings? [View article]
    As for a buy or sell recommendation, I would personally side with "buy". If you have a 30 year investment horizon (like I do), DOV looks appealing at the Friday (1/16/2015) closing price of $69.57. That price represents 12.6 forward P/E (vs a 5-yr avg P/E of 14.7) and a 2.3% yield (vs a 5-yr avg 1.9% yield). The buyback announcement in Nov 2014 could also help provide price support. Moreover, the dividend is safe and has a 10-yr DGR of 11.8%. Also, if you believe there some life left in the current bull market, this would make for a very conservative gambit for the next 3-5 years. I currently don't own DOV but I am considering buying some this coming week.
    Jan 18, 2015. 10:46 AM | Likes Like |Link to Comment
  • Breakout game for ESPN [View news story]
    No, "Watch ESPN" is a free app available in the Roku app store. Once you add to your Roku channel lineup, just open the app and get live content that is normally only available for big cable subscribers. I'm sure $DIS still gets revenue from it somehow, but not from me.
    Jan 14, 2015. 12:46 PM | Likes Like |Link to Comment
  • Breakout game for ESPN [View news story]
    $DIS is a great long! I am a cable-cutter and watched it on Watch ESPN on Roku. They did serve audio adds over the local team radio commentary though.
    Jan 13, 2015. 12:06 PM | 1 Like Like |Link to Comment
  • Gilead Is An Avoid [View article]
    This is the best buying opportunity for anyone who would like to get in on a great company like Gilead since Bernanke decimated the entire S&P 500 in June 2013 with "taper talk". GILD is one of the cheapest biotech stocks even before this dip, based on fwd P/E and 3-year earnings growth.
    Mar 21, 2014. 07:02 PM | 2 Likes Like |Link to Comment
  • High flying biotech sector shows signs of rotation [View news story]
    Fair enough, if you are going to buy a sector instead of the best of breed individual equities. Just pick up some GILD or CELG, you would be better off
    Mar 21, 2014. 01:56 PM | 2 Likes Like |Link to Comment
  • Short Millennial Media Ahead Of Massive Selling Expected Starting This Week [View article]
    In the current market-wide selloff, the only equities (regardless of market cap) that have been able to stave off massive pullbacks are of the high-growth variety. MM will soon announce a perfect tri-fecta of beats on top line, bottom line, and raising the 2014 outlook. Barrett, the new CEO, is going to be able to unlock value from co-opetition with Google (like he did with Admeld), not competing directly. MM is cheap now and in the out years! The social/mobile ad tech sector is finally coming alive after many years of hype. I believe your thesis is incorrect. There will be more buyers than sellers for MM on earnings day and for the next 5-10 years, unless, of course, they are acquired by a company with a strong balance sheet like AAPL, GOOG, or FB.
    Feb 3, 2014. 08:17 PM | 2 Likes Like |Link to Comment
  • Aflac: With Monster Fundamentals, What's Not To Love? [View article]
    Just bought some more $AFL at 5% off it's 52-week high. Only 2 real pull backs in 2013, so I got a discount while I could. Best in sub-sector EPS, dividend growth, P/E and balance sheet. Also, great momentum with stealth dividends (massive buybacks).
    Jan 9, 2014. 08:49 AM | Likes Like |Link to Comment
  • Aflac loses Buy rating at Credit Suisse [View news story]
    Tongue-in-cheek CreditSuisse. Alot of positives in the downgrade, including a price target raise! Abenomics will continues to weaken the yen and strengthen the Japanese domestic economic indicators, leading to better sales/revenue for AFL. Buy AFL on any weakness. It is a proven dividend grower, committed to its shareholders.
    Jan 6, 2014. 12:15 PM | 1 Like Like |Link to Comment
  • Robust Growth In Mobile Advertising Makes Millennial Media A Great Investment [View article]
    Don't be so hard on yourself. This is a great article. I am a 10-year IT executive, spending the 5 years in a private ad tech firm. I know more about the industry than most, and a see huge potential in MM and the sector as a whole.

    PS - GOOG is a good company, but if you would like a multi-bagger in 2-3 years, MM is the better bet.
    Dec 27, 2013. 04:52 PM | 2 Likes Like |Link to Comment
  • Robust Growth In Mobile Advertising Makes Millennial Media A Great Investment [View article]
    I think your conclusion on the investability of MM is correct, but I am much more bullish on it than you are. I have a price target of at least $14 by end of 2014. High growth (especially tech) companies typically get evaluated on metrics of revenue growth, p/s, and cash flow. In view of these metrics, the current MM price is a steep discount to peers like FUEL and CRTO. MM has a very large market share, cash to grow, and exposure to emerging markets in Latin America and Asia. The JumpTap acquisition and partnerships with Hipcricket and Pinsight Media+ only solidifies MMs dominant position in a white-hot sector. I am long MM, and plan on holding and building a larger position well into 2015.
    Dec 27, 2013. 12:24 PM | 3 Likes Like |Link to Comment
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