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Yelp, Inc. Message Board

el_capitan_of_the_club 16 posts  |  Last Activity: 10 hours ago Member since: Aug 21, 2001
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  • el_capitan_of_the_club el_capitan_of_the_club 10 hours ago Flag

    First obstacle is out of the way. YELP can be profitable given a chance. Now next step in early September when Alibaba goes public. Once YHOO has money to buy YELP, the take-out could be as high as $90-100/shr. A lot of upside ahead of us.

    Sentiment: Strong Buy

  • el_capitan_of_the_club el_capitan_of_the_club Jul 29, 2014 9:09 PM Flag

    No impact on sales now. The stock operates quarterly

  • el_capitan_of_the_club el_capitan_of_the_club Jul 29, 2014 9:08 PM Flag

    Can you answer the question? What's the stock worth?
    You can cut out the rhetoric.

    Sentiment: Hold

  • Do you ever wonder how many people there are in US that can afford a $100K car?
    I love the car they make. It is sleek and has a lot of designs stolen from other vehicles (Mercedes stick is for one). Now the real question---what's TSLA worth as a stock?
    Remember you have to separate the company from the stock. Several things we know. The field is getting really crowded. Everyone is into making hybrids and electric cars these days. The pricing power will increasingly go down. I am expecting TSLA to meet the target numbers, but not beat them by an order of magnitude.
    More importantly, the demand in US started tapering off. They have gone to Europe and then China. That tells me that the growth targets based on US alone will not get them to their target.
    The key challenge is in figuring out a way to reduce the battery costs so that they can go into new markets based on lower price points, which in my opinion, is quite a ways off.
    I think we will see TSLA taking a break on Thursday after the earnings. With the overall market direction, they are likely to pull back. There are also concerns around the secondary. It is now or never. Building a $5B battery plant with only $200-300M investment from Panasonic will require a lot of investment from TSLA.
    Bottom-line, be careful with the earnings and guidance on Thursday.

    Sentiment: Hold

  • el_capitan_of_the_club el_capitan_of_the_club Jul 29, 2014 4:10 AM Flag

    That's all you can come up with? Real smart.
    Incidentally there is a law for that in case you get your heads buried in the sand.

  • el_capitan_of_the_club by el_capitan_of_the_club Jul 28, 2014 9:29 PM Flag

    Ichan for months told everyone that HLF was a real company with real earnings. Technically he is right. HFL is a real company with offices and it has earnings too, but they are not genuine. Now what?
    I think Ichan should be accountable under the pump-end-dump clause. He pumped up HLF while he was invested, so that, he can slowly and surely dump his shares. Now he made a lot of money, but people ended up holding the bag.
    There is still time to get out of HLF gracefully.

    Sentiment: Strong Sell

  • Reply to

    YHOO is dirt cheap

    by el_capitan_of_the_club Jul 28, 2014 8:09 PM
    el_capitan_of_the_club el_capitan_of_the_club Jul 28, 2014 8:12 PM Flag

    Check this out

    Sentiment: Strong Sell

  • el_capitan_of_the_club by el_capitan_of_the_club Jul 28, 2014 8:09 PM Flag

    By some estimates, new investment into Alibaba is coming with a $180 Billion market cap. If this is in fact true and YHOO owns 25% of Alibaba, that translates into about $45 Billion for YHOO, which is currently at about $36.5 Billion. If the math is right, we need $8.5 Billion to account for the AliBaba value and YHOO itself, which is probably about $15-20 Billion. All in all, there is for $28.5 Billion additional market cap, which is about 60-75% additional upside on the stock. Even if we get half that, that's $25-30/shr additional.

    btw Alibaba has an IPO date around beginning of September. In my opinion, YHOO is a screaming buy. We will see if the market sees it that way.

    Sentiment: Strong Buy

  • el_capitan_of_the_club by el_capitan_of_the_club Jul 28, 2014 7:43 PM Flag

    YELP is on the verge of a major upside, but the timing be a bit off. YHOO had voiced an interest in YELP for a long time now, but selling to YHOO without a potential competitor may not bring the top dollars. GOOG may emerge as the likely suitor. YELP has a great business model and the international expansion will bring in a lot of new revenue. Neither YAHOO nor GOOG will let YELP independent for long. However, in order for YAHOO to buy YELP, they need to issue stock. Since no one is sure how much Alibaba will bring, they don't want to be premature. On the other hand, GOOG does not want to make a bit first without seeing YAHOO's hand.

    Frankly, I believe YELP will be a natural match to either company since neither one of them has any competing platform.

    All we need now is a strong quarter from YELP.

    Sentiment: Strong Buy

  • el_capitan_of_the_club by el_capitan_of_the_club Jul 28, 2014 4:03 PM Flag

    I don't know if you can find a better situation than BX when it comes down to investing. It is currently yielding 5%, which is incredible in itself. More importantly, BX has a foreseeable growth trajectory. Money managers fall in love with stocks like BX. Expect BX to continue to move up. We just need to clear the $35/shr price on high volume. This incidentally is the IPO price as well.

    Sentiment: Strong Buy

  • el_capitan_of_the_club by el_capitan_of_the_club Jul 28, 2014 3:47 PM Flag

    IBM was at low 180's when slowly but surely they started pushing IBM up. Now that it is headed to high 190's, it is time to take profits and short IBM down to 170. IBM has had 7 consecutive declining revenues. Nothing seems to be working. The deal with IBM is not a savior either. It is probably better for APPL than it is for IBM. With all that said, shorting IBM here is probably a reasonable bet.

    Sentiment: Strong Buy

  • el_capitan_of_the_club by el_capitan_of_the_club Jul 21, 2014 6:59 PM Flag

    AMZN is the biggest disaster in the making. This company will never make money. Anyone who thinks they will needs to have their head examined. They said. They are looking at their business long-term. So long as the suckers keep pushing the stock higher, no reason for them to worry about the earnings. I am staying out of this as it will be a train wreck shortly.

    Sentiment: Strong Sell

  • Reply to

    7 years and BX still can't....

    by psusucker Jan 27, 2014 11:01 AM
    el_capitan_of_the_club el_capitan_of_the_club Jul 21, 2014 5:13 PM Flag

    There is still room for a lot of upside.

    Sentiment: Strong Buy

  • Today's action is shaking out the weak hands. The key strategy for BBRY is to turn the company into an interprise solution and do it fast. Back in the old days, BBRY ate PALM for lunch. At the time, PALM did not believe in the enterprise story and BBRY proved them wrong. BBRY has the right DNA. They just need to work a little faster and get the message out there for multi-smartphone platform. APPL/IBM deal is nothing new. APPL will squeeze IBM any way it wants. IBM has no power. That means that this will be the same closed platform as we see today. APPL will never open up the IOS platform.

    This legitimatizes BBRY's position. Today's price action frankly takes out the guys who are in it just for a quick box. Now the reaction will develop over the next couple of months.

    They already said that they will report good earnings. We should be able to recover back up to the 11 range. People who will buy BBRY will be the value investors now instead of the speculators.

    If you can take the heat, stay the course.

    Sentiment: Strong Buy

  • el_capitan_of_the_club by el_capitan_of_the_club Jun 23, 2014 3:40 AM Flag

    Then the sky is the limit.

    Sentiment: Strong Buy

  • el_capitan_of_the_club by el_capitan_of_the_club Jun 23, 2014 3:34 AM Flag

    Too strong. Things are finally improving at BBRY. Hold onto your position. A lot of new money has come into stock. Too many shortsellers in the panic mode. More strong buy to come in over the next several days.

    Sentiment: Strong Buy

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