General Electric (GE) is experiencing a surge in orders in Indonesia as Southeast Asia’s largest economy seems at last to be following through on its pledge to upgrade its overburdened infrastructure. The company says sales have soared more than 25% since last year, and it expects more than 25% growth this year as well. One glaring example: After selling an average of just five locomotives per year in Indonesia for the last 50 years, GE just finalized an order for 100. [View news story]
GE is getting back to basics and making things rather than playing with financials. I'm bullish about their future stock price.
Yelp (YELP -10.9%) has plunged after delivering a Q3 beat and in-line Q4 guidance. The fact sales/marketing expenses totaled 58.5% of revenue, and revenue per new business account fell 11%, is likely raising fresh concerns about the operating leverage in Yelp's business model. Yelp noted on its earnings call its mobile apps were used on 8M devices/month in Q3, up from 7.2M in Q2. Total monthly unique visitors rose 7% Q/Q and 37% Y/Y to 83.5M - the Y/Y growth rate is down from Q2's 52%. Mobile site ad pricing is said to be similar to PC ad pricing, and ads will be rolled out on Yelp's apps by the end of Q4. [View news story]
"Sales/marketing expenses totaled 58.5% of revenue, and revenue per new business customer fell 11% - that's likely raising fresh concerns about the operating leverage in Yelp's business model."....
The only way they can market this turkey is to beat the bushes for the dwindling supply of small business owners who are gullible/naive enough to buy Yelp's overpriced ads. This is not sustainable and will fail. It's not a question of if it will totally collapse but when.
The accompanying part of the Yelp scam is directed toward investors. News of new international markets and mobile monetization are simply head fakes to distract the market from the cold, hard dismal numbers of their downward spiral. As stated in previous comments, Yelp is a scam.
Yelp - Bubbles Swell Before They Burst [View article]
I disagree that Yelp is run by "retarded kids". Con artists are better described as shrewd and cunning. Yelp's founders will do very, very well. Now as how to describe the "investors" in Yelp.....well that's another matter. -:)
Yelp - A Profitable Third Quarter Will Not Be Enough [View article]
I don't make baseless charges. That is the point of providing the "silly link" which is an in depth investigative report by an actual journalist (not a day trader as you assert) supporting every statement in my comment. If facts are "silly" then I'm placed at an insurmountable disadvantage in replying to your rant. Accordingly, I again wish you good luck in your self admitted risk taking strategies. .
Yelp Shareholders Should See Rewards Of European Expansion [View article]
You state Qype was in 13 countries with a "strong presence" in the U.K. and Germany plus has a "huge" database of users. That begs the question as to why they were happy to take YELP's measly 50M and run? Perhaps the prudent investor might wonder if YELP's position is fairly valued at it's current 1.5bn if their mirror image in Europe is only worth such a pittance? The one ray of hope you offer appears to be in their entry into a Groupon like daily deal scheme. However, we all know that is a rapidly failing company also. My math says that you add one revenue negative company (Yelp) + one failed business model (Groupon) and it = POS.
Yelp - A Profitable Third Quarter Will Not Be Enough [View article]
I'm a small business owner. I am not motivated to bash YELP because I'm a short. I do admit to being a hater when it comes to YELP. In fact, you'll find that a majority of business owners hate YELP, so I'm not alone. Unless you're simply a fanboy of this company, then this should seriously concern you as I and the legion of YELP haters are their prime market. I will never advertise with them because (1) they are extortionists (2) they offer unbelievably poor ROI (3) most knowledgeable consumers know their reviews are fake. I have made some serious charges regarding YELP and their business. But rather than elaborate, I'd ask you to read this lengthy investigative report on YELP before dismissing it's critics as "shorts and haters". Good Luck! http://bit.ly/RW2Akg
Yelp Pays $50 Million To Acquire Its Big European Rival Qype [View article]
Will doubling down on an unprofitable business model save YELP? No. But for the foolish investor it should provide enough hype & horsesh#t to keep them from dumping shares in mass. Bet those boys at Qype are breathing a sigh of relief as they rush to cash YELP's check before it bounces. What a joke.
Don't think it much matters whether one likes or dislikes using Yelp. There are countless examples of crappy products that made millions of $ for their stockholders. The issue with Yelp is NOT the user experience or lack thereof; the issue is whether YELP stock is a wise investment. Please remember that YELP makes no money from users. YELP only profits when a business owner agrees to advertise. Currently they cannot find enough gullible business owners to turn a profit. My opinion as a small business owner and ad buyer is that they never will. Their reputation is tarnished by fake reviews, sales tactics based on extortion and numerous other competitors (especially in foreign markets) that offer better value. Many people love Yelp. I suspect this accounts for their 1.5 bn market cap. But love is a fickle thing in the market. When reality inevitably corrects illusion, I also suspect that there will be a lot of broken hearts and money lost.
sheltron3030, I'm always open to novel ideas. Please elaborate why YELP is a "great company". Also please make clear if you are speaking from the perspective of an investor or a fanboy? Thanks.
I'm unconvinced that the real problem is Google. IMHO the real problem with YELP is YELP. By that I mean their business model depends on small business buying their overpriced ads and as their earnings reflect, that's not happening now or in the foreseeable future. YELP's response has been to market their product with a tenacity that is both financially unsustainable and alienating to small business owners. The stock has been artificially pumped because of its broad user appeal but unfortunately it is not the user that contributes to the bottom line. I see in YELP the classic smoke and mirrors bubble that is bound to burst. Good luck to any "investors" who fall for this one.
"We caught someone red-handed trying to buy reviews for this business." That line will now appear on the Yelp (YELP -2.9%) pages of businesses caught trying to buy favorable reviews. Yelp isn't a stranger to concerns about its reviews being influenced by questionable business practices: the company has been accused in the past of removing positive reviews for merchants who refused to buy Yelp ads, and/or demanding ad purchases to remove/modify negative reviews. [View news story]
I can't help but wonder if this new tactic by YELP is simply an extension of their current sales model. It is widely known in the small business community that if you don't buy their worthless advertising that they will smear you by hiding good reviews and featuring bad. It would be a clever enhancement to label a small business as a gamer of the system if one refused to be extorted. I also wonder how long it will take the market to see YELP for the worthless joke that it truly is.
Everything you said about coal's lousy fundamental's are correct. However, before you express surprise at Romney's position, remember he's now a politician NOT a businessman.
General Electric (GE) is experiencing a surge in orders in Indonesia as Southeast Asia’s largest economy seems at last to be following through on its pledge to upgrade its overburdened infrastructure. The company says sales have soared more than 25% since last year, and it expects more than 25% growth this year as well. One glaring example: After selling an average of just five locomotives per year in Indonesia for the last 50 years, GE just finalized an order for 100. [View news story]
Yelp Is A Good Company, But There Is Still Room For Decline [View article]
Yelp Is A Good Company, But There Is Still Room For Decline [View article]
1. overvalued
2. has no moat and faces intense competition from larger players
3. No profit
4. Declining stock price
And the conclusion is that this is a "good" company? I'm so confused.
Yelp (YELP -10.9%) has plunged after delivering a Q3 beat and in-line Q4 guidance. The fact sales/marketing expenses totaled 58.5% of revenue, and revenue per new business account fell 11%, is likely raising fresh concerns about the operating leverage in Yelp's business model. Yelp noted on its earnings call its mobile apps were used on 8M devices/month in Q3, up from 7.2M in Q2. Total monthly unique visitors rose 7% Q/Q and 37% Y/Y to 83.5M - the Y/Y growth rate is down from Q2's 52%. Mobile site ad pricing is said to be similar to PC ad pricing, and ads will be rolled out on Yelp's apps by the end of Q4. [View news story]
The only way they can market this turkey is to beat the bushes for the dwindling supply of small business owners who are gullible/naive enough to buy Yelp's overpriced ads. This is not sustainable and will fail. It's not a question of if it will totally collapse but when.
The accompanying part of the Yelp scam is directed toward investors. News of new international markets and mobile monetization are simply head fakes to distract the market from the cold, hard dismal numbers of their downward spiral. As stated in previous comments, Yelp is a scam.
Yelp - Bubbles Swell Before They Burst [View article]
Yelp - A Profitable Third Quarter Will Not Be Enough [View article]
.
Yelp Shareholders Should See Rewards Of European Expansion [View article]
Yelp - A Profitable Third Quarter Will Not Be Enough [View article]
Yelp Pays $50 Million To Acquire Its Big European Rival Qype [View article]
The Highly Profitable Web Company That Soros Loves [View article]
Yelp's Real Problem Is Google [View article]
Yelp's Real Problem Is Google [View article]
I'm always open to novel ideas. Please elaborate why YELP is a "great company". Also please make clear if you are speaking from the perspective of an investor or a fanboy? Thanks.
Yelp's Real Problem Is Google [View article]
"We caught someone red-handed trying to buy reviews for this business." That line will now appear on the Yelp (YELP -2.9%) pages of businesses caught trying to buy favorable reviews. Yelp isn't a stranger to concerns about its reviews being influenced by questionable business practices: the company has been accused in the past of removing positive reviews for merchants who refused to buy Yelp ads, and/or demanding ad purchases to remove/modify negative reviews. [View news story]
Romney Scares Coal Shorts (Video) [View article]