OpenTable

  • Yelp is to Angie’s List What Facebook was to Classmates.com

    By Scott Anderson - August 19, 2013 | Tickers: ANGI, FB, GOOG, OPEN, YELP

    Once upon a time when the Internet was new, a chat room on AOL would have been the closest thing to “Social Media”. Then suddenly there came a promising website called classmates.com. The web domain was succinct, easy to remember and made it clear what the visitor should expect.

    Over a period of years from the late 1990s into the middle 2000s, Classmates grew at a steady pace. It more »

  • Killer Apps

    By J.A. Graham - August 16, 2013 | Tickers: GRMN, OPEN, WTW, YELP

    Weight Watchers (NYSE: WTW) has been shedding market cap faster than clients drop pounds. Since the fourth quarter of 2012, it’s been a story of disappearing subscribers and slowing growth for this membership driven weight loss service.

    WTW rose from its zombie–like performance in 2008-2010, to dazzle the market with lively growth in 2011 and a subsequent resurrection of its market cap and its price. The growth was more »

  • How is a New CEO, a Buyback Program, and a Few News Tricks, Working for This Company?

    By Mike Thiessen - August 15, 2013 | Tickers: FB, GRPN, OPEN

    It is often said that the fast-moving social media landscape behaves like the weather in San Francisco: If it's foggy and gray one moment, wait five minutes for sunshine and warmth. Although Groupon (NASDAQ: GRPN) is actually based in Chicago, it is nevertheless Exhibit A for this increasingly relevant truism. In late 2012, the company appeared to be on the ropes. Beset by cratering earnings figures and a rudderless more »

  • Why Online Dining Is Not So Hot

    By Adrian Campos - August 2, 2013 | Tickers: GRPN, OPEN, YELP

    What do Yelp (NYSE: YELP), OpenTable (NASDAQ: OPEN) and Groupon (NASDAQ: GRPN) have in common? Well, in various degrees, all of these companies have exposure to the online dining segment. At first glance, this market looks highly attractive. At least in America, it seems that more users are using the Internet and apps to make their online reservations, read restaurant reviews and earn points for free meals. 

    Attracted by the more »

  • This Stock Is on SALE Following its IPO

    By Brian Shaw - July 30, 2013 | Tickers: AWAY, OPEN, SALE, YELP, Z

    It is often difficult to evaluate a company following its IPO. Share price volatility and hype bombard investors, while financial data and a detailed look into the company can be much more difficult to find. To get a better picture of whether a recently-public company is a buy or not, it is important to understand as much as you can about the company and the risks and opportunities that will more »

  • Couponing: Good Deal or Flawed Business Model?

    By Colin Tweel - July 28, 2013 | Tickers: GRPN, OPEN, OSTK, TZOO

    When Groupon (NASDAQ: GRPN) issued its massive IPO in July of 2011, the company had been in a difficult position. First, it was forced to reissue it’s S-1 statement due to errors in accounting mechanisms it used in its first filing. Furthermore, its inexperience, the rapid emergence of competitors, and customer deal fatigue (translation: exasperation at the number of emails and deals they were getting bombarded with), put Groupon more »

  • Should Investors Follow Dan Loeb Out of Yahoo!?

    By Sam Mattera - July 25, 2013 | Tickers: OPEN, YHOO, YELP

    Monday wasn't a good day for Yahoo! (NASDAQ: YHOO) shareholders. The company announced that three of its directors were resigning, and that Dan Loeb’s Third Point was selling most of its stake.

    Loeb’s work with Yahoo! was certainly impressive, and having made his money, he’s probably moving on to new fights (a bigger Sony stake?). But with Third Point out of the picture, the Yahoo! story more »

  • A New Edge for This Social Media Company

    By WenYu Huang - July 24, 2013 | Tickers: GRPN, OPEN, YELP

    The evolution continues for Groupon (NASDAQ: GRPN), and more upside is still expected for this turnaround company, whose share price surged over 86% year to date. From unbeatable prices to restaurant reservations, Groupon is taking a step further to leverage its brand and platform to boost transactions. Groupon has just launched Groupon Reserve, giving customers a discount without pre-payment or vouchers while allowing local businesses to drive traffic.

    Groupon Reserve more »

  • Online Dining Is Getting Hot

    By Nathaniel Matherson - July 23, 2013 | Tickers: GRPN, OPEN, YELP

    While large deals have been few and far between over the last few years, some big companies whom you may be very familiar with are making small deals as of late.

    A company in which I personally use quite often, Yelp (NYSE: YELP), announced late last week it would be pursuing market share within the increasingly competitive restaurant reservation business.  On Thursday the company announced it would be acquiring a more »

  • This Is Not the Company You Should Invest In!

    By Mihir Mehta - July 18, 2013 | Tickers: AMZN, GRPN, OPEN

    In the last year, there has not been a single instance when I have skipped checking Groupon’s (NASDAQ: GRPN) website before taking out someone for dinner or buying myself a new wrist watch. However, it’s not just the reasonable prices that have kept me hooked on the site, but also a plethora of great products and services it has to offer. A very young company on Wall Street more »

  • Once Alibaba is Gone, it Might Be Time to Sell Yahoo!

    By Sam Mattera - July 18, 2013 | Tickers: OPEN, YHOO, YELP

    Marissa Mayer is a red herring. Despite all the fanfare she’s received in the last year, her status as CEO has largely been irrelevant to Yahoo!’s (NASDAQ: YHOO) 70% rally. Rather, the continued appreciation of Alibaba, and an aggressive buyback program, have accounted for nearly all of the stock’s gains.

    Given Yahoo!’s recent earnings results, the core business appears to be deteriorating. The stock may continue more »

  • OpenTable Might Surprise You

    By Dan Moskowitz - July 17, 2013 | Tickers: OPEN, TRIP, YELP

    OpenTable (NASDAQ: OPEN) is up more than 77% over the past 12 months, as well as approximately 40% year to date. At the same time, the stock carries a hefty short position of 20%. Trading at 30 times forward earnings, some shorts might have taken their position based on valuation alone. Other shorts might have established their positions based on longer term concerns. 

    The good news

    OpenTable’s revenue has more »

  • The Problem With Troubled Internet Companies

    By Timothy Green - July 11, 2013 | Tickers: ANGI, GRPN, OPEN, YELP

    When a company IPOs it's a good idea to examine its business model to ensure that the company, if not already profitable, has a real chance at becoming profitable in the future. Too often, especially with Internet companies, it turns out that the business model isn't viable in the long term. Investing in a company with a chameleon-like business model is almost never a good idea.

    Reviews and more »

  • Will "Groupon Reserve" Save Groupon or Open Doors for Others?

    By Michael Carter - July 9, 2013 | Tickers: FB, GRPN, OPEN

    Companies are always evolving at different rates. Some companies are in the process of rebuilding their brand, fixing flaws, and tweaking their business. Others are focused on maximizing the returns of their current successes through expansion. Then there are others that are looking for a catalyst to push them over current plateaus and spark future growth. Sometimes, a few of these companies seem to meet at a fork in the more »

  • Discretion Is the Better Part of Groupon

    By AnnaLisa Kraft - July 8, 2013 | Tickers: AMZN, GRPN, INTU, OPEN

    Last week, Groupon (NASDAQ: GRPN) rolled out a new service to big cities in the U.S. that combines the restaurant reservation service of OpenTable (NASDAQ: OPEN) and the dining discounts of restaurant.com, but best of all, a dining discount is automatically applied to your bill...no coupon embarrassment.

    It is Groupon Reserve and available in NYC, Chicago, LA, Washington DC, Denver, Miami, Atlanta, Philadelphia, San Francisco, and Boston more »

  • 3 Web-Based Businesses That Profit From Leisure

    By Victor Selva - June 27, 2013 | Tickers: OPEN, SFLY, TRIP

    You travel, you dine out, you take pictures… you spend money. This is my list of Internet services related to leisure activities: TripAdvisor (NASDAQ: TRIP) is used for voyages, OpenTable (NASDAQ: OPEN) is used to eat out and Shutterfly (NASDAQ: SFLY) is used to keep the memories alive. These three companies beneficiate from increasing disposable incomes around the world and an ever-growing use of the Internet as a research, reservation more »

  • Should You Reserve a Place in Your Portfolio for This Stock?

    By Mark Lin - June 25, 2013 | Tickers: AWAY, OPEN, Z

    OpenTable (NASDAQ: OPEN), a provider of online and computerized restaurant reservation services, helps restaurants and diners transition from traditional phone reservation methods to online and mobile alternatives.

    OpenTable’s solutions solve real problems

    Traditional restaurant reservations, a combination of phone and voicemail reservations and manual record keeping on paper, are inefficient for a few reasons.

    Firstly, although searching for restaurant information on the Internet through company websites, blogs and message more »

  • Innovating On Everyday Tasks: Pet Medicine, Flights & Restaurant Bookings

    By Damian Illia - June 20, 2013 | Tickers: OPEN, PETS, PCLN

    Nothing is more rewarding than good, cheap-to-execute ideas. There are not many of them, but when they appear, someone will surely make a profit. PetMed Express (NASDAQ: PETS), Priceline (NASDAQ: PCLN), and OpenTable (NASDAQ: OPEN) have made successful businesses out of good ideas that didn't need hefty initial capital investments. Let's take a look at how these Internet-based firms accomplished their success and what their future prospects look more »

  • OpenTable Could Rise Above It All

    By Leo Sun - May 24, 2013 | Tickers: FB, GOOG, OPEN, YELP

    Shares of online restaurant reservation service OpenTable (NASDAQ: OPEN) have been on fire since the beginning of May, after the San Francisco, California-based company reported first quarter earnings that topped analyst expectations.

    Due to its categorization as a social media stock, OpenTable is often mentioned in the same breath as Yelp (NYSE: YELP) and Groupon. Yet I believe that OpenTable is a superior investment to either of these companies, since more »

  • 2 Internet Companies to Buy, 1 to Sell

    By Zain Abbas - April 29, 2013 | Tickers: OPEN, SFLY, ZNGA

    E-commerce continues to show signs of accelerating growth as consumers shift more of their purchases online to take advantage of superior pricing, selection and convenience. While non-travel US e-commerce growth improved modestly, that measure fails to account for mobile, which grew over 50% for both Amazon and eBay in 1Q.

    In this rising e-commerce trend, Internet companies are clearly the beneficiaries. However, many believe that small-cap companies might not benefit more »

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