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Deckers Outdoor Corp. Message Board

tracycai 8 posts  |  Last Activity: Feb 8, 2015 1:31 PM Member since: Jun 2, 1999
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  • tracycai tracycai Feb 8, 2015 1:31 PM Flag

    I don't have any position in Yelp the stock. However, as a frequent Yelper and business owner myself, I discovered that although Yelp is still the number review site, they have yet to re-establish their reputation as the trustworthy company. With both Google and Facebook reduce it's ad rate in a heated competition over mobil advertisement, it is hardly surprising that Yelp will be forced to reduce the rate as well, it will certainly hurt their bottom line. I wouldn't want to short it either, with 3B market cap, you just don't want to wake up with the news that GOOG made an offer.

    Sentiment: Hold

  • Reply to

    User growth is decelerating.....

    by moneynow27 Feb 6, 2015 7:51 AM
    tracycai tracycai Feb 6, 2015 9:44 AM Flag

    This quarter makes it clear that Twitter's success isn't necessarily tied to Twitter the product. It has a whip smart ad sales team that will figure out whats to make money from tweets regardless of how many people are actively using Twitter.
    http://finance.yahoo.com/news/twitter-had-terrible-quarter-user-142000637.html

    Sentiment: Hold

  • tracycai tracycai Feb 5, 2015 5:25 PM Flag

    They just inked a big deal with Google, it is possible that this will brings them new users for rest of 2015. The bottom line is that they beat both top line and bottom line and beat big.

    Sentiment: Buy

  • I don't think people like to go to Twitter for search but if they google something and twitter came up, they'll go there and eventually they'll get used to twitter, meaning bring in new customers. The more difficult task is how to make more profit on existing customer, they figured that out.

  • Reply to

    Why did Google go up in after hours ?

    by sootagain Jan 29, 2015 8:20 PM
    tracycai tracycai Jan 29, 2015 10:19 PM Flag

    The miss is already baked in, it is to be expected. So the miss is not a big deal because share price is already beaten down due to very low expectations. However, any good news, like the indication of a possible stock buyback or dividend would give it a pop.

    Sentiment: Hold

  • Reply to

    Chen Deserves A...

    by sonickdeathmonkey Dec 19, 2014 10:44 AM
    tracycai tracycai Dec 19, 2014 11:09 AM Flag

    My understanding is that the stock is trading with growth perspective and momentum. Cash flow is not that important in trader's eye. Why would Amazon, a company never made any money, trading at such ridiculous multiple and it is still holding it's $300? Why would APPLE, a company has huge cash were traded at very low price one year ago when Wall Street decided the growth story ended, APPLE only strikes back after iphone6. For Blackberry' story, Chen needs to sell Wall Street the growth will be back, not the cash in his bank. If we are investing in Cash, we can buy HYG, PFF, TLT, to name a few. Even VZ, T. They have more cash in bank and pay good dividend.

    Sentiment: Hold

  • It is no fun to be bullied by one of the richest company in the world. Google re-direct it's frustration over Facebook to Amazon. I guess Larry decided Jeff Bezos is to be trifled with while failed his fight with Mark Zuckerberg. Too bad I am long GOOG, but at least I short AMAZON. Peace!

    Sentiment: Sell

  • If you are fund manager, like The Growth Fund of American ( AGTHX ), what would you do to your fund allocation before year end report? Institutions usually do a large fund swap before year end. Would you sell some AMZN and buy some stocks that has stellar return this year ( i.e. AAPL, YHOO, INTC, MSFT ) so that AMZN will disappear from your top 10 holdings on the annual report you have to sent out to your major clients next Jan? This is the main reason why GOOG kept dropping as well. They don't want GOOG or AMZN on the list. This is why at the end of each year, the outperforms goes up more. They just have to add these, no choice. On the other hand, it does not play in AMZN's favor that it has very little retain investors in it. With retail investors, they are more emotional about particular company or CEO, you will find retail investors steadfastly refuse to sell one share of AMZN just because they love the company and/or the CEO. However, with the institution investors, it is all about getting more clients, all that matters is just one thing, the return rate.

    Sentiment: Sell

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