Fly On The Wall
March 13, 2014
10:19 EDT PLUG Plug Power says looking for partners in China Plug Power CEO Andy Marsh says the company hopes to have news "soon" on its effort to partner in China. Marsh is speaking on the company's Q4 earnings conference call.
everyone knows that
The Street Insider
3/4/14 (GRPN ) Deutsche Bank Makes Positive Comments on Groupon, Inc. (GRPN)
Deutsche Bank reiterated a Buy rating on Groupon, Inc. (NASDAQ: GRPN) with a price target of $12.00. Analyst Ross Sandler noted the turn-around was "bumpy" but he doesn't think the wheels have come off, and he sees Q1 re-accelerating.
"We recently spent time with GRPN management and came away feeling a lot better about interpretation ofthe mixed 4Q, and overall trends heading into 2014. GRPN is facing headwinds in NA as it shifts its inventory from urgent-expiration to perpetual-marketplace deals
no wonder shorts are losing your trading on today not the future dummy.
Could Groupon Be the Next Netflix? By Brian Nichols
One thing we've noticed in this market is that accelerated growth often carries a valuation premium relative to its peers, and Groupon is quickly becoming the fastest growing e-commerce company. Currently, Groupon is trading at two times sales, and is expected to grow 21% this year. Amazon's growth outlook is similar, but at 2.15 times sales it is slightly more expensive. Thus, some might suggest that Groupon is presenting the same amount of value as Amazon. This coupon e-commerce strategy provides Groupon with a niche market, one where it has no competition, and this fact might mean that Groupon is in fact a good investment for the future, and that its 40% to 50% growth is sustainable.
As Warren Buffett famously said, "If a business does well, the stock eventually follows." This quote couldn'tbe truer, and with 50% growth in e-commerce, and in judging Groupon's potential market in this space, this is a company that's doing very well. Hence, it definitely has the opportunity to become the next