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  • Does Cell Therapy Hold The Key To Treating Stroke? [View article]
    Very informative and well researched article. My main takeaway is that stroke treatment is a hazardous minefield for pharmaceutical companies. Perhaps this is why Pfizer chose to partner with Athersys on less risky potentialities other than stroke.
    As an investment, I clearly like the upside potential and multiple avenues of possible use with Multistem. At about $2 a share I see an investment in Athersys as a rather astute roll of the dice.
    May 13 12:36 PM | 1 Like Like |Link to Comment
  • Yelp Laps Up Growth On Mobile Traction And International Expansion [View article]
    Skeptical E- I imagine our disagreement is rooted in our different interaction with Yelp. You are a visitor. As a small business owner, I am a potential customer. As a NON PAYING visitor Yelp is viewed as "cool". I enjoy it too when I visit. However, as a businessman, it would be extremely foolish of me to spend my ad $ on Yelp when I reap the benefit for free. I used to advertise in the Yellow Pages because the ads were a way to differentiate my business from others. Advertising influenced who to call. With Yelp, the FREE REVIEWS are the ads. Nobody cares about ads on Yelp. When you use Yelp, is it the ads or the reviews that guide your buying decisions? So it doesn't really matter if Yelp hits a billion visitors. They can't make money until there is value for potential paying customers like me. Their lack of profitability is a symptom. Their business model is the problem. http://tinyurl.com/cam...
    May 9 12:02 PM | Likes Like |Link to Comment
  • More on Clean Energy (CLNE): Q1 beats on a per shares basis as total sales increase by 13% Y/Y. Gallons delivered totaled 49.9M gallons, up 14% from 43.7M gallons delivered in the same period a year ago. Net earnings swung to a loss however, as bottom line margins were hit by an accounting charge related to how it values its Series I warrants. Shares +2.2% AH. [View news story]
    Appears Boone Pickens is not senile and his baby CLNE has turned the corner to a bright future. I expect market forces and the proactive push from states like PA., CA. and OK. will propel this company into a very profitable future. 14% increase in gallons delivered is very impressive and has convinced me to finally get on board with CLNE. Maybe Cramer was right about this one.....
    May 8 04:57 PM | 1 Like Like |Link to Comment
  • Yelp Laps Up Growth On Mobile Traction And International Expansion [View article]
    Think a lot of people got head faked by a huge short squeeze caused by irrational exuberance that artificially ran up prices. I'd imagine the author may want to reconsider getting back to or below their target price of $16.
    This remains an unprofitable company that has yet to turn a profit in a decade. Reality bites.
    May 8 02:18 PM | Likes Like |Link to Comment
  • Can Yelp Live Up To Its 12X Sales Multiple? [View article]
    @ Ives Research,

    Kudos. Nailed it.

    My only disagreement is with your statement, "the stock is basically guaranteed at least a 5% drop." I dunno. I suspect with Yelp we are seeing irrational exuberance on steroids defying gravity. The fact that a company with all the negatives you point out could still sell at 12.3X price to sales gives me pause. I recall some very smart people believed in Bernie Madoff until the bitter end.

    Yelp will be fun to watch from a spectator's viewpoint until the inevitable crash and burn. However, think I'll take a pass on timing Yelp's fall with a short position.

    Thank you for your well researched and excellent article.
    May 6 07:42 PM | 2 Likes Like |Link to Comment
  • Athersys Has Some Promise, But Controversy And Doubt Remain [View article]
    Think it's a bit of a stretch to imply that there is some unresolved controversy involving the scientific basis for Multistem. As we all know, any fool can make baseless accusations without supporting evidence. This was the case in one of the articles you cite as proof of some unresolved "controversy". I'd call this more of a red herring rather than evidence of any valid dispute. This bit of trickery on your part brings your whole analysis into question from my viewpoint.
    May 2 08:09 PM | Likes Like |Link to Comment
  • Yelp: Future King Of Content [View article]
    Yep, the stock price is rising. Have you ever heard of irrational exuberance aka, a bubble? Guess we'll agree to disagree on this one. Time will tell.
    May 1 07:13 PM | Likes Like |Link to Comment
  • Yelp: Future King Of Content [View article]
    @Stone Fox

    "Virtually breakeven" after ten years of unprofitability and still unprofitable? Guess that's certainly a milestone losing less investor money. Kinda like saying the patient is still going to die but we slowed the bleeding. I agree with a lot of your articles but think you're beating a dead horse with this Yelp thingy.
    May 1 04:56 PM | 1 Like Like |Link to Comment
  • Yelp's Mobile Monetization And International Growth Are Keys To Earnings [View article]
    I'm confused. Your article uses glowing terms like "solid" and "grew" repeatedly in harmony with this unprofitable enterprise Yelp. Yet, your final paragraph contains the ominous forecast that one should expect a 35% swoon in the stock price (YIKES!). Normally analysts support their conclusions in the preceding paragraphs. Am I alone in sensing the sadly predictable pump and dump?
    Apr 30 04:24 PM | Likes Like |Link to Comment
  • Yelp: Future King Of Content [View article]
    I will assume you don't dispute the flaws in their business model since you chose not to rebut those points. Regarding your assertion that their seemingly improved fortunes are not the result of smoke and mirrors, I would suggest you comment on a previous article in Seeking Alpha elaborating a different viewpoint entitled " As Web Traffic Declines Yelp Spends $2 to earn $.90 cents." http://seekingalpha.co...
    Apr 28 10:03 PM | 2 Likes Like |Link to Comment
  • Yelp: Future King Of Content [View article]
    "Why did people advertise in the Yellow Pages?" Because the consumer had no way to make comparisons other than ads. Yelp's business model is based on comparison shopping via reviews. Hence to compare Yelp to Yellow Pages is a flawed analogy.

    "Why do people advertise on TV?" Because they wish to reach a segment audience with their message. Yelp's business model puts the message in the user reviews which are free. Regardless of ad dollars spent, the Yelp advertiser will reach the same market segment. Why buy the cow when the milk is free?

    "Explain why local ad growth surged 87%" It surged because marketing expenses surged. If you continuously open new markets and throw more marketing $ at obtaining business you will see a transient top line increase as Yelp has. However, it is obviously an illusionary gauge of true value. Unless you're in government (-:), simply throwing money at a problem doesn't work. Yelp has a real problem turning a profit and I respectfully suggest they never will unless they find a solution to their unprofitable business model.

    "The one with the ad is likely to be noticed the most." Again you make the false Yellow Page analogy. People go to Yelp and make buying decisions based on reviews. Unless you choose to ignore their entire rationale for existence it becomes problematic to believe that people go to a review site to make buying decisions based on ads.

    I agree that advertising is probably not your area of expertise and would not make sense to you. However, to properly analyse the future of an advertising venture it may behoove you to get up to speed on why advertising works or does not. Otherwise, your analysis may miss the forest while speculating on the trees.
    Apr 28 07:49 PM | 1 Like Like |Link to Comment
  • Yelp: Future King Of Content [View article]
    Yelp is almost a decade old and has yet to become a profitable business.Their site is fun but their business model is fatally flawed. In brief, as a small business owner I have been solicited on numerous occasions by Yelp marketing. Perhaps you could answer what they cannot. Why would a prudent businessperson spend ad dollars on a service they already obtain free of charge? Keep in mind that consumer buying decisions are made based on the reviews not on paid advertisements. If I have good reviews they will call me. If I have bad reviews they will call someone else. Either result is totally independent of how much one gives Yelp for ads. See the problem? This is not a unique insight I have stated. Ask your local business if they advertise on Yelp. 80% will say no for the reason I have stated. Another 10% will say no because they are almost universally despised in the small business community. Proof? Google "Yelp is a scam" and read what their customers have to say. Investing in Yelp is like buying a ticket on the Titantic. It may look pretty and shiny but it's going to the bottom.
    Apr 28 05:21 PM | 3 Likes Like |Link to Comment
  • Trading Athersys: Risks And Rewards [View article]
    Anything is possible. Perhaps the moon landing was fake too. Who knows? However as an investor, it's probably better to base decisions on probabilities rather than possibilities.
    Apr 22 03:19 PM | 1 Like Like |Link to Comment
  • Trading Athersys: Risks And Rewards [View article]
    I am unconvinced by the author's assertions. Apparently many other investors share my skepticism. Accordingly, if the author offers valid opinion, it would appear reasonable for him to respond with supporting evidence regarding his position. Specifically, (1) Proof of any fraudulent action(s) by the principals of Athersys and or (2) Hard data supporting the claim of a 95% certainty of trial failure.

    I would respectfully suggest the author either rebut these questions via reply or concede through his silence that this article was nothing more than a crude attempt at market manipulation.
    Apr 19 03:15 PM | 3 Likes Like |Link to Comment
  • What Are Hedge Funds Buying Recently? [View article]
    You are right to be skeptical about Yelp. Should you trust a hedge fund manager or Yelp insiders who are actively dumping shares in million block lots.
    Apr 12 08:08 PM | Likes Like |Link to Comment
COMMENTS STATS
137 Comments
142 Likes