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Zillow, Inc. Message Board

buffet8u 6 posts  |  Last Activity: Jun 12, 2014 11:32 AM Member since: Jan 12, 2005
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  • With recent studies showing the effectiveness of e cigs as a smoking cessation product combined with LO's massive gas station distribution network, Blu is positioned for an amazing growth curve the next two years.
    E-cigs are ready for an explosion in demand and Blu has an extraordinarily well thought out product line that sits in a beautiful little display on the gas station counter and sells disposable and rechargeable e cigs.

    With 50% market share and a 4th generation product, Blu will trounce the late arrivals from the other big tobacco companies. Throw in the great flavors, switching costs with rechargeable, price point, and amazing distribution, and you have a no brainer investment in LO.

  • Yelp has become the yellow pages for the next generation. Everything from restaurants to auto mechanics are listed. Yelp is like Angie's list combined with the Yellow pages on steroids.

    The potential ad revenue (think google pay per click) and the overall quality and execution of the website makes Yelp the must have acquisition of the current M/A cycle. The window is open for these types of purchases, but it may close soon.

    Look for something big to happen soon in this regard.

  • At least 10 companies can make a strong case for buying Yelp at a 6-7 billion dollar price tab.
    Facebook, Apple, Microsoft, Amazon, Twitter, can all make a bid, but Yahoo is my choice.

  • The Affordable Care Act provides generous subsidies for anyone making less than 400% of the federal poverty level. For a family of four, this amounts to $94,000 and a $3500 subsidy. Most people qualify, 83% of those that signed up under the ACA. This will cost the federal government billions and is effectively a huge wealth transfer to insurance companies like Wellpoint. If this weren't enough, people are required to buy health insurance or face increasingly severe penalties. It's almost as if the health insurance companies wrote the law.
    Peoples hatred of Obamacare has blinded them of what is actually in the law and how it is going to affect the industry. Year one of the ACA has proved an unqualified success despite the incredible headwinds and partisan warfare. What do you think the next few years will bring? The ACA will become a beloved government program and a cash cow to companies like WLP.

  • Are you kidding me. Does hatred of everything Obama blind the market?
    Health Insurance is the growth story in the next few years. From Wellpoint's point of view, Obamacare is an unprecedented growth opportunity for both members and profits.

    I predict a multiple expansion to 16-18 along with higher earnings. The stock is going much higher over the next few years.

  • Reply to

    WLP sure seems like a no brainer

    by buffet8u Apr 9, 2014 1:09 PM
    buffet8u buffet8u May 1, 2014 9:16 AM Flag

    Just because the pickings are easy, doesn't mean that new entrants can enter.
    Think about the minimally efficient scale you would need to be price competitive with the big boys. Not going to happen. Think of the regulatory hurdles, capital requirements, IT systems, etc. etc., this is a perfect textbook example of barriers to entry. Consolidation is a certainty in the market.

Z
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