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IAC/InterActiveCorp Message Board

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  • Anybody have projections based on latest acquisitions including ask fm, mhelp, tinder monitization goals, etc?

  • Local Corp Potential Buyout

    Most important question: Who are the potential buyers? After my estimate Yelp, IACI, Groupon, Yahoo, Alibaba (China) and Rakuten (Japan) are my favorites for large bids for Local Corp. Also able are Google , Amazon, eBay, and Microsoft.

  • Is there any good reason that IACI has dropped over 10 points this month?? Please fill me in.

  • Reply to

    73 to 61..Why??

    by pp1027 Oct 10, 2014 9:49 AM

    Short answer... No.

  • Local Corp has five patents for Enhanced Directory Assistance, a method where a business pays to play its ad when a consumer dials directory assistance, is thrusting Local forward as a key player in the monetization of the multi-billion mobile advertising business. Not just voice, the patent covers text, and voice-to-text, so it's broad and more valuable. Carriers and other online local business websites are using EDA more frequently and will eventually confront Local's patent so there's a great opportunity for future licensing deals.

  • Reply to

    73 to 61..Why??

    by pp1027 Oct 10, 2014 9:49 AM

    What is the long answer? The general dip in the market? New acquisitions?

  • The value of a phone lead

    One reason the pay-per-call industry is growing so dramatically is that businesses are realizing the value of a single phone lead. Conversion rates are consistently higher for phone leads as compared with other types of leads. While phone sales is nothing new, the concept of marketers billing on a per-call basis is relatively new. As local businesses realize the value of phone leads, they’re willing to pay well for them.

    Mobile technology and the pay-per-call industry
    Another reason for growth in the pay-per-call industry is the advent of mobile click-to-call. Never has it been easier for potential customers to be connected with sales representatives by phone. Click-to-call is driving a very large number of high quality leads to businesses.

  • Reply to

    73 to 61..Why??

    by pp1027 Oct 10, 2014 9:49 AM

    Thanks for the response. So I guess we are all just hanging in there waiting for the Ebola scare to lighten up. Where do you project that Iaci should be a year from now? What do you think are it strengths going forward? Thanks..

  • Reply to

    73 to 61..Why??

    by pp1027 Oct 10, 2014 9:49 AM

    Long answer...

    As usual, market movements are typically not any one thing, but multiple things concurrently happening.

    I would think that a fair price for this stock based on the last earnings is in the mid-60's. Yes it got up to $73 on excitement based on the potential of match on the last earnings call. Management said it could potentially have 500 million of ebitda if i remember correctly in 2016. So basically match as a stand alone business has a lot of value. But the truth of the matter is that they aren't ready to spin off match yet. They are still building it, and may never spin it off as they said in their last earnings call. They are pairing it with tutor which is another company in the business of matching individuals. And they are adding diet which is a great thing to sell people wanting to date. And they are just starting to monitize Tinder. So lets say there is a lot of potential in it. In fact, as a standalone business it could be worth around 50 or 60 per share. But management likely won't spin it off until they have another growth area to pursue which I don't think they've found yet.

    So as the excitement faded over the match / tinder valuation, the market then went into a correction taking it below its mid-60's fair price point. But now it is rising again, and the next earnings conference call will help the stock find a direction again.

    If you have a long enough horizon, this stock should do fine. It is run by an extremely smart business man, it generates plenty of cash, it understands how to acquire to grow, and it pays a small dividend while you wait. My guess is that this stock will average 80ish in 2015 and in the $100 range in 2016 (after averaging in the 60's this year, in the 40's in 2012, and in the 20's in 2010). This is obviously a wild guess so don't hold me to it. But they are continuing to make smart acquisitions, building their core businesses, and opportunistically repurchasing shares when it makes sense

  • Reply to

    73 to 61..Why??

    by pp1027 Oct 10, 2014 9:49 AM

    This drop is mystifying to me given the magnitude of it and over such a short period (with much of the drop preceding the market meltdown). I don't know if it has to do with disappointment that the spin hasn't occurred yet or what. I also am concerned that the Company is not purchasing any of its stock in the open market. If I recall correctly, they purchased no stock in the prior quarter and, if they are purchasing this quarter, it makes the drop even more frightening!

  • Reply to

    73 to 61..Why??

    by pp1027 Oct 10, 2014 9:49 AM

    As for the new acquisitions, I don't think the market understands their impact yet. I think is a great acquisition. I think all their recent acquisitions have been excellent but management hasn't disclosed many numbers yet so the market doesn't know how beneficial they are yet. The market is also worrying that the search and website business is too dependent on google, but they are slowly moving away from their dependence on google.

    There is a small chance that they make a couple more big acquisition and this is a $100 stock in a year. And I think that is some of the excitement that drove it up to $73. But until the company releases numbers, excitement is just excitement and very different from hard numbers. And based on their guidance, this is a mid 60's stock.

    So at this point, stay long and strong and you'll be fine. There could be more corrections along the way, but the core businesses (4 of them between targeted advertising, matching, video services, and home services) are all strong and growing. They will all be not only around in a decade but likely all much bigger businesses.

    I hope this post was helpful.

  • Phone Calls = The New Ad Currency of the Smartphone Era

    By: Mike Boland 16 May 2014

    For the last few months, you may have noticed an increase in the conversation on this blog and elsewhere about call monetizaton. Sometimes referred to as Pay-per-call (a branch of call monetization), this includes charging businesses for inbound phone leads.

    Like search marketing in its early days, call monetization is picking up fast. And in a lots of ways, it’s branching out from search. In fact, Google’s efforts with call monetization are characterizing and validating the opportunity to the broader market.

    The reason this is culminating now is the growth in smartphone and resulting growth in mobile search. As we keep saying, mobile search carries a great deal of commercial intent from users. And don’t forget the mobile device is also a phone.

    Source:BIA Kelsey Less

    By 2018, BIA/Kelsey estimates that mobile search will generate 73 billion calls to businesses in 2018, up from 30 billion in 2013. This trend indicates a major shift is underway in the tech and media worlds: the tighter embrace of phone calls as a lead form for paying advertisers.

  • Most important questerion: Who are the potential buyers? After my estimate Yelp, IACI, Groupon, Yahoo, Alibaba (China) and Rakuten (Japan) are my favorites for large bids for Local Corp. Also able are Google , Amazon, eBay, and Microsoft

    That are by 23.4 million outstanding shares only 234 market-cap and by 105 million revenues in 2014 only 2.2-times-revenues.

  • Rakuten could buy Local Corp
    My favorite for a merger of Local Corp is Rakuten

    Rakuten Marketing Drives the Omni Experience

    Newly unified services structure and branded website introduces Rakuten Marketing's best-in-class, omni-channel offering

    Rakuten Marketing September 23, 2014 10:00 AM

    NEW YORK, Sept. 23, 2014 /PRNewswire/ -- Rakuten Marketing, the global leader in omni channel marketing and a division of Rakuten, Inc., today introduced its vision for the future of digital marketing – the omni experience. Omni experience goes beyond the operational view of omni-channel marketing by viewing the experience through the eyes of the consumer, and orchestrating the customer experience across all channels so that it is seamless, integrated, consistent, and can be easily tracked. Cornerstone to the Rakuten Marketing omni experience are the cross-channel insights gathered through the combination of Cadence, the cross-channel reporting platform launched in January, and attribution provided by the company's recent acquisition of DC Storm. The newly unified and restructured line of business and branded website maintains Rakuten Marketing's core services – Rakuten Affiliate Network (formerly LinkShare), Rakuten Attribution (formerly DC Storm), Rakuten Display (formerly MediaForge), and Rakuten Search – which independently deliver best-in-class advertising solutions, and together transcend marketing borders that drive the omni experience.
    "The consumer experience has been largely overlooked. Consumers don't perceive your brand in channels; they perceive the overall experience with your brand. Advertisers need to market to consumers during each phase of their sales journey thinking about the best way to influence consumers at each touch point," said Tony Zito, President, Rakuten Marketing. "This requires streamlined insights across channels, devices, social networks, and offline performance that enable marketers to make better decisions and drive better performance.

  • Can I give you some advice? Hang up before you are hung out. Have a nice day.

  • BABA and YHOO make perfect sense unless we spin off ...

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