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  • 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 »

  • Are These Internet Information Stocks Primed for Another Run?

    By Jacob Wolinsky - April 19, 2013 | Tickers: RATE, MOVE, OPEN

    With stocks tanking the most that we have seen in recent months on Monday, it may not be a perfect background to discuss growth stocks. However, the sell-off, triggered in part by the weaker than expected growth figures in China, has only made internet information stocks such as Move (NASDAQ: MOVE), Bankrate (NYSE: RATE), and OpenTable (NASDAQ: OPEN) more attractive.

    Move to follow housing?

    Move offers a network of consumer-focused more »

  • Are These Internet Information Stocks Primed For Another Run?

    By Jacob Wolinsky - April 16, 2013 | Tickers: RATE, MOVE, OPEN

    With stocks tanking the most in recent months on Monday, it may not be a perfect background to discuss growth stocks. However, the selloff– triggered in part by the weaker than expected growth figures in China – has only made Internet information stocks such as Move (NASDAQ: MOVE), Bankrate (NYSE: RATE), and OpenTable (NASDAQ:OPEN) more attractive.

    Move to follow housing?

    Move offers a network of consumer-focused websites for real estate more »

  • Internet Stocks Rally on Down Market: Will it Continue?

    By Brian Nichols - April 9, 2013 | Tickers: GRPN, OPEN, YELP, Z

    While the S&P 500 lost nearly 0.50% on Friday, the NASDAQ even more, most industries traded with loss. One of the rare exceptions was with social media, which is also a space that should continue to fundamentally grow regardless of market activity. Therefore, I am looking at four of the best performers to assess upside.

    The interview review site/company Yelp (NYSE: YELP) saw an 8.58% rally more »

  • Internet Stocks Rally on Down Market: Will it Continue?

    By Brian Nichols - April 7, 2013 | Tickers: GRPN, OPEN, YELP, Z

    While the S&P 500 lost nearly 0.50% on Friday, the NASDAQ even more, most industries traded with loss. One of the rare exceptions was with social media, which is also a space that should continue to fundamentally grow regardless of market activity. Therefore, I am looking at four of the best performers to assess upside.

    The interview review site/company Yelp (NYSE: YELP) saw an 8.58% rally more »

  • Hedge Fund Steadfast Owns Over 5% of This Internet Stock

    By Meena Krishnamsetty - March 28, 2013 | Tickers: FB, GOOG, GRPN, OPEN, YELP

    In October, we reported that Robert Pitts’ Steadfast Capital Management had acquired over 5% of the outstanding shares of Yelp (NYSE: YELP) according to a 13G filed with the SEC. By the end of December, however, the fund had reduced its stake back down to below 600,000 shares according to its 13F filing for the fourth quarter of 2012. The stock is up 21% year to date, however, and more »

  • 3 Stocks Bill Ackman Wouldn’t Short

    By Salvatore "Sam" Mattera - March 19, 2013 | Tickers: LULU, OPEN, Z

    Bill Ackman is no stranger to short selling. In an interview with Value Investor (login required), the hedge fund magnate revealed the rules behind his short selling strategy. Specifically, Ackman declared that he would not short a company based purely on valuation alone (rather, Ackman will only bet against a company that he believes has broken the law, has misleading accounting, or faces regulatory issues).

    However, in contrast to Ackman more »

  • How to Play the Yahoo! Acquisition Rumors

    By Brian Nichols - March 13, 2013 | Tickers: MM, OPEN, YHOO, YELP, ZNGA | Editor's Choice

    Far too often retail investors hurry and buy a stock when whispers of an acquisition occur, but then return losses when the acquisition never materializes or when the buyout price is less than investors expect (i.e., Clearwire). Now, investors are looking to another high-profile company that is in the market to acquire, but the question remains, who will Yahoo (NASDAQ: YHOO) acquire and should investors chase the speculation?

    What more »

  • Three Disruptive Companies With Heavy Short Interest

    By Andrés Cardenal - February 19, 2013 | Tickers: OPEN, SODA, TSLA

    The stock market is a very interesting place: for every transaction there is a counterparty, meaning that when one someone is buying someone else is selling, and they both believe to be doing the smart thing. Even better, on some occasions investors can explicitly bet against the positions of others, for example buying stocks with heavy short interest.

    Observing a big short position as a percentage of float is not more »

  • Disruptive Yet Stable: A Growth Stock Oxymoron

    By Nikhil Shamapant - February 6, 2013 | Tickers: AAPL, F, GOOG, NUAN, OPEN

    Nuance Communications (NASDAQ: NUAN) is a voice and language solutions provider. Essentially the company uses proprietary voice recognition technology to solve problems for customers in health care, mobile and enterprise areas. The nature of each of Nuance’s business segments is dramatically different, making Nuance one of the more unique growth stocks I’ve ever seen.

    Mobile and others: Nuance’s disruptive growth businesses

    The mobile and health care businesses more »

  • John Burbank’s Passport Capital Is Another Yelp Bull

    By Meena Krishnamsetty - February 5, 2013 | Tickers: FB, GOOG, GRPN, OPEN, YELP

    Passport Capital, a hedge fund managed by John Burbank, has reported a position of 1.1 million shares in Yelp (NYSE: YELP), which makes for 6.3% of the outstanding shares of the business reviews website. Our database of 13F filings shows that the fund did not own any shares at the end of the third quarter of 2012. Earlier this year we looked at Passport’s investment philosophy and more »

  • Four Noteworthy Analyst Calls on Wednesday

    By Brian Nichols - January 30, 2013 | Tickers: CHK, GMCR, OPEN, PCYC

    Sometimes an analyst issues a revised outlook or changes his/her rating, but does not inform investors of the reasons behind the call. These typically move stocks on the call alone; the price target and outlook. However, some analysts provide detailed reasons behind the call; these are the outlooks that should be noted and used as part of your fundamental research. Therefore, I am taking a look at such outlooks more »

  • Tiger Cub Robert Karr Added to Joho Capital’s Yelp Position

    By Meena Krishnamsetty - January 24, 2013 | Tickers: FB, GOOG, OPEN, YELP

    Joho Capital, a hedge fund managed by Tiger Cub Robert Karr, which tends to be overweight technology stocks, has reported a position of almost 1 million shares in Yelp (NYSE: YELP), giving it 5.7% of the total shares outstanding. We had reported in December that Joho owned close to 900,000 shares of the local business reviews company (read our analysis of Yelp from December); the fund did not more »

  • This Growth Stock Won't Last

    By Chad Henage - January 17, 2013 | Tickers: AAPL, GOOG, OPEN, YHOO

    Some companies just aren't able to go it alone. Their business model either doesn't have a great barrier to entry, or they can't handle the expenses that come with their natural growth trajectory. When this happens, generally one of two things occur. Either the company has to slow down its growth to match its cash generation, or the company is so attractive that another company decides to step in and buy them out. The company that looks to be facing a crossroads is OpenTable (NASDAQ: OPEN).

  • Open Table Opens Up

    By Gerelyn Terzo - December 5, 2012 | Tickers: AAPL, GOOG, OPEN, TRIP

    Little Brazil in Kansas City, Missouri is turning the tables on Open Table (NASDAQ: OPEN). Em Chamas Brazilian Grill, one of Kansas City's busiest restaurants, recently defected from the Open Table platform in favor of EVEVE, the latter of which is a younger company with a smaller footprint. EVEVE only made a splash in the U.S. and Canadian markets a little over a year ago, according to Hospitality more »

  • 3 Major Hedge Fund Trades You May Have Missed

    By Meena Krishnamsetty - November 21, 2012 | Tickers: AMZN, CSTR, GRPN, NFLX, OPEN

    Filing season is here again, and investors get a sneak peek at what stocks the world's most successful money managers are picking. We've gone through some extensive coverage of various 13F reports over the past few days, and while it's tempting to ignore hedge fund sentiment, our empirical research shows that it would be foolhardy to do so. According to multiple bodies of research, investors who mimic more »

  • The Dining Game

    By Nick Slepko - November 16, 2012 | Tickers: GOOG, MGDDF, OPEN, TRIP, YELP

     

    “Whether it’s the restaurant or the supermarket or the kitchen supply shop, it’s hard to think of sector that is more commercialized and more replete with entrepreneurship and innovation.  It is all monetized. … Quality customers are often more important to a restaurant than a quality chef.”

    Professor Tyler Cowen’s recent book, An Economist Gets Lunch, is his latest success at illustrating “markets in everything” – and like his more »

  • Three Heavily Shorted Stocks for Explosive Returns

    By Andrés Cardenal - November 14, 2012 | Tickers: HOV, LEN, OPEN, PHM, BKE

    No investment decision should be made solely based on an analysis of short interest. However, if a big crowd has taken a bearish position on a company, that may be a sign of opportunity for contrarian investors. Besides, if the bears are wrong, short covering can create spectacular gains as all the short sellers rush to buy the stock at the same time in order to cover their positions. Here more »

  • Short Sellers Are Sticking With These Bouncing Stocks

    By Meena Krishnamsetty - November 2, 2012 | Tickers: COH, FNP, FSLR, OPEN, VRA

    Every month new data comes out regarding which stocks have the highest short interest as a percentage of the float. Some of the stocks which were most held short in October have been up strongly in the last month, testing the commitment of these short sellers. Here are three stocks with high short interest and high returns between October 1 and October 31:

    47% of the shares outstanding of Vera more »

  • Here’s What Hedge Funds Have Been Buying

    By Meena Krishnamsetty - October 29, 2012 | Tickers: CBB, FANG, OPEN, OC, PRGS

    Normally, hedge fund long positions are disclosed in 13F filings that come about six weeks after the end of the quarter. There’s an exception, however: when a hedge fund owns over 5% of the outstanding shares of a stock (or if it changes its position after reaching that threshold) it must disclose its activity fairly quickly. As a result, investors have a chance to see a fairly fresh purchase more »

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