Internet and Catalog Retail

  • Amazon: Newer Highs Await?

    By Ishfaque Faruk - March 11, 2013 | Tickers: AMZN, AAPL

    Amazon's (NASDAQ: AMZN) strategy has always been to forego current margins for building up scale and dominating a market category. The company has and will be dominating newer product categories based on its relentless customer focus and a firm belief in the long run.

    Going in the Right Direction

    The recent run-up and increased optimism by investors has been due to margin improvements and strong top line growth. Amazon more »

  • Google's Road to $1000

    By Ishfaque Faruk - March 9, 2013 | Tickers: AMZN, GOOG, MSFT

    The powerful Google (NASDAQ: GOOG) is still heavily reliant on search advertising for generating most of its revenues. However, the company is increasingly getting a lot of momentum in its other businesses as well. Some of these have strong growth prospects in the long-run, which will likely lead the company to grow in the 15%-20% region for years to come. Google has four catalysts that will propel the stock more »

  • Analyzing with Google Trends

    By Grant Hosticka - March 7, 2013 | Tickers: DECK, JCP, KSS, NFLX, SKUL

    Investors use many tools to analyze investments, some more conventional then others.  Using Google Trends was not something I have heard of before, but after taking a look at the graphs below, the connection was startling and made sense.  Consumers drive business, and if they are not interested in the product, the business suffers.  Each graph below spans 2005-2013, with the number 100 representing the peak search volume.   

    Search Term more »

  • Facebook: A SWOT Analysis

    By Ishfaque Faruk - March 6, 2013 | Tickers: FB

    Facebook (NASDAQ: FB) is rapidly innovating and constantly trying to launch newer products for a better user experience. The company went from barely any mobile revenues to generating almost a quarter of its ad revenues from mobile devices, as well as the unveiling of Graph Search and Gifts. A good look at Facebook's Strengths, Weaknesses, Opportunities, and Threats can help us paint a better picture of the company going more »

  • This Home Furnishings Company Is A Bit Too Pricey

    By Matthew Frankel - March 4, 2013 | Tickers: BBBY, PIR, TGT, WSM

    Williams-Sonoma (NYSE: WSM) is one of the leading retailers of high-quality goods for the home, with well-known brands such as Williams-Sonoma, Pottery Barn, and West Elm.  Since bottoming out at $4.35 in 2009, when pretty much all of retail was in a free-fall, the stock has rebounded and more, and is currently trading around $47, higher than it ever was before the crash.  My only problem is that now more »

  • LinkedIn: Coming of Age

    By Ishfaque Faruk - March 1, 2013 | Tickers: FB, LNKD, MWW

    Professional networking giant LinkedIn (NYSE: LNKD) has managed to silence skeptics when it posted year-end figures. The rapidly growing company has not only managed to demonstrate its ability to grow revenue and members but also laid out the foundation for getting users to frequent the platform. And most importantly the company's business has been growing profitably, unlike numerous other young tech companies. 

    Strong Reacceleration of User Engagement

    A major more »

  • Google's Notable Investment Risks

    By Ishfaque Faruk - February 27, 2013 | Tickers: GOOG, MSFT, QIHU, WBMD, YELP

    The mighty Google (NASDAQ: GOOG) has long been the most dominant Internet firm for a while now. And over time, its footprint has expanded into numerous other areas as well. With Google's stock trading near all-time highs, the stock still has a decent amount of upside.

    Before buying into the Google story, the material investment risks should be evaluated carefully. Investors should be well aware of the dark sides more »

  • Not the Best Way to Play Sporting Goods

    By Matthew Frankel - February 27, 2013 | Tickers: CAB, DKS, NKE, UA

    Dick’s Sporting Goods (NYSE: DKS) is a leading operator of sporting goods stores, with over 550 locations in 43 states.  Dick’s has done an excellent job of growing revenues over the past decade (see chart), and as a result, shareholders have been handsomely rewarded as the stock has climbed from $3 in 2003 to the current level of just under $50. 

    <img src="/media/images/user_14267/dks-revenue_large.png" />

    However, I believe that the stock may more »

  • Fact-Checking With Tiger Global

    By Ishfaque Faruk - February 19, 2013 | Tickers: AMZN, AAPL, GRPN, YHOO, YNDX

    Editor's Note: This version has been modified to better describe the relationship between Chase Coleman, his fund, and its holdings.

    Unlike numerous other hedge fund managers, Tiger Global's Chase Coleman doesn't self-advertise. The publicity-shy Coleman has every right to brag about himself, as his funds are amongst the top performers in the hedge fund universe that manage over a billion dollars, according to Bloomberg. Even though it more »

  • Time To Buy This Web 2.0 Company?

    By Ishfaque Faruk - February 15, 2013 | Tickers: FB, GOOG, TRIP, YELP

    Up and coming local search and review site, Yelp (NYSE: YELP) continues to grow at a rapid rate. In 2012, the company's top line revenues grew 65% year-over-year along with accelerated user growth. There have been a number of reasons to be skeptical about the Web 2.0 Company previously, but there are a few positives as well in Yelp's strategy.

    User eyeballs are growing but losses continue more »

  • A Search Engine That Keeps on Rising

    By Ishfaque Faruk - February 13, 2013 | Tickers: BIDU, MSFT, YNDX

    Yandex (NASDAQ: YNDX) has been substantially ahead of competitors, Google and Mail.ru in the Russian market. The company has long dominated the search engine space with a market share of roughly 62%, which is more than twice Google's market share of 26% as of February 2013, according to liveinternet.ru. 

    In an earlier post on Yandex, I highlighted that the Russian search giant is rapidly racing towards becoming more »

  • Will This Company's Fortunes Turn Around?

    By Ishfaque Faruk - February 12, 2013 | Tickers: GOOG, MSFT, YHOO

    Yahoo's (NASDAQ: YHOO) fortunes have gone downhill in recent years. The company is no longer viewed as a technology powerhouse that it once was. Newer and more innovative companies in the Internet landscape have attracted advertisers away from Yahoo. Not surprisingly, the company's annual revenues have gone down from $7.21 Billion in 2008 to $4.98 Billion at the end of 2012. However, large share buybacks and more »

  • How Will This Retailer Compete With The Big Boys?

    By Matthew Frankel - February 12, 2013 | Tickers: AMZN, ODP, OMX, SPLS, WMT

    OfficeMax (NYSE: OMX) is one of the largest distributors of office products in the world, with almost 1,000 superstores.  However, the company’s revenues have been declining for some time now (see below) and as a result, shares have performed poorly.  This company that traded for over $55 per share just over five years ago is now just over $10.  Will the downtrend continue?  Should investors who have held more »

  • Netflix Is a Long Term Buy

    By Ishfaque Faruk - February 4, 2013 | Tickers: AMZN, NFLX, VZ, DIS | Editor's Choice

    Netflix (NASDAQ: NFLX) has disrupted the way users consume TV shows and movies via a low cost subscription online. Its large content library and low price point is a major value proposition of the company. The brand value of Netflix is unquestionable, and is becoming a key differentiating point as the company goes global. Netflix has immense upside in the long-run, and ten key factors will drive the company's more »

  • Will The Mighty Amazon Deliver?

    By Ishfaque Faruk - January 29, 2013 | Tickers: AMZN, AAPL, BKS, NFLX

     Amazon (NASDAQ: AMZN) has always been about the consumer, a focus religiously pursued by the company's transformational leader, Jeff Bezos. However, that long-term emphasis often leads the company to miss out on the short-term earnings focus of the Street.

    Sky High Valuation....Really?

    Long-term believers of the company have been rewarded very handsomely. Amazon has come up with numerous game-changing innovations and holds market-leading positions in a number of more »

  • Google Has Huge Upside

    By Ishfaque Faruk - January 29, 2013 | Tickers: AAPL, ARRS, GOOG

    Internet giant Google (NASDAQ: GOOG) has long dominated the search engine market without any hiccups. It continues to gain more revenue from the search engine space, and is ramping up its technological empire with newer business initiatives. Google just capped off its first year of more than $50 billion in revenues. As more and more revenues are flowing in from other directions, its upside potential is enormous.  

    Increased Advertising Sales more »

  • Netflix: Firing On All Cylinders

    By Ishfaque Faruk - January 28, 2013 | Tickers: AMZN, NFLX, OUTR, TWX, DIS

    Online video streaming giant Netflix (NASDAQ: NFLX) is always full of surprises, whether it’s fending off activist investors or suddenly raising prices 60%. The company surpassed its most recent sell-side EPS estimates by a huge margin, and shares are up roughly 70% after its latest earnings. In addition to silencing a lot of naysayers, the firm answered a lot of key questions regarding its future strategies. Alongside more surprises more »

  • 6 Reasons to Sell This Internet Company

    By Ishfaque Faruk - January 25, 2013 | Tickers: FB, GOOG, LNKD, MWW

    LinkedIn (NYSE: LNKD) holds the title of the world's largest professional network, with more than 200 million members. According to comScore, LinkedIn is the 23rd most visited Internet property around the globe. However, the company's competitive advantages are minimal; it is no Amazon in terms of having a wide moat, but it surely trades like one. Before buying into the LinkedIn story, investors should evaluate its dark side more »

  • Amazon Earnings: Why so Expensive?

    By Matthew Frankel - January 24, 2013 | Tickers: AMZN, GOOG

    The world’s biggest online retailer, Amazon.com (NASDAQ: AMZN) has done very well for its shareholders.  Over the past decade shares have grown from $9.03 in 2002 to the current level of around $272 as of this writing, for an outstanding 2,912% gain.  In other words, $10,000 invested in Amazon 10 years ago would be worth approximately $301,200 today!  Talk about a great return!  My more »

  • Two Big Myths About Amazon.com

    By Adam Levine-Weinberg - January 14, 2013 | Tickers: AMZN, BKS, COST, TGT, WMT | Editor's Choice

    On Monday morning, shares of e-commerce powerhouse Amazon.com (NASDAQ: AMZN) hit a new all-time high above $274.  There is no doubt that Amazon.com has transformed the retail world and made a boatload of money for investors over the past decade; ten years ago, Amazon traded for only $20/share.  While I believe that the Amazon.com business has plenty of room to grow, Amazon's stock will not more »

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