YELP! INC (YELP)

[Gixene]

Even at this PPS, Yelp, Inc. (YELP) is too expensive for my taste.

[Gixene]

If Yelp's CEO Refuses To Own Any Shares, Why Should You?

Link: http://seekingalpha.com/article/2077843-if-yelps-ceo-refuses-to-own-any-shares-why-should-you

[stlogic]

Yup, any knuckle head can slander your biz

even competitors and nothin you can do but pony

up to get them to "assist" you to resolve the issues.

courts are going to see the extortion

This goes to teens if cases go against them.

PUTS are lookin Sweet!

[ferrari21]

Just like Angie's list

[stlogic]

sharks know it's junk that's why they

over heated it. Now they can short it down

and buy a Ferrari or 2

[ferrari21]

I'm changing my target to $40

[stlogic]

Yelp is a biz black mail scheme

IMO

Court cases will prove it out.

They list bad reviews at the top and

make business owners sign up to bilk them

going to back fire

from what I see goes lower

[ferrari21]

Going to 60

[AOuvier]

http://online.wsj.com/news/articles/SB10001424052702303847804579477633444768964?mod=e2tw&mg=reno64-wsj

[ferrari21]

Short squeeze?

[expediter13]

It is going to drop and drop hard. The spending to increase Revenues is the least of their problems. The big problem is their high pressure, cut your throat if you don't advertise tactics...

They are gonna get slammed in court, and I can bet you anything they can't prove the bad reviews on the Carpet cleaning guy are real... It has been going on for a long time. Wait until their employees or X employees finally get brought into court... Bad news then...

[Gixene]

Why Yelp Is The BlackBerry Of Social Media Services

Link: http://seekingalpha.com/article/2079073-why-yelp-is-the-blackberry-of-social-media-services

[ferrari21]

This pos is not going up.. Down trends suck!

[ferrari21]

Falling down to 76

[expediter13]

It just keeps moving and will. Value means nothing as this company is strong, very stron...

[broshwag]

Headed up when? Next day or so or later this year u think? Early momentum today and then died.

[zillionsusa]

YELP and SCTY has similar momentum
YELP and SCTY went up in last few days and both are headed up

[broshwag]

I just found the culprit: JP MORGAN Analyst

http://finance.yahoo.com/q/h;_ylt=A0oG7lVXh81SAjoAzD5XNyoA;_ylu=X3oDMTB0M2o0Z2VyBHNlYwNzYwRjb2xvA2FjMgR2dGlkA1NNRTMyMV8x?s=YELP

[broshwag]

Does anyone know why Yelp is soaring today? New report? News? I know their next earnings is scheduled for around FEB 4. Thanks

[expediter13]

I would love to see 45. I would load up looking for 90 on the 1/4 report. They went world wide and are going to be huge. I keep watching to buy back in but it just won't go below 60

[expediter13]

I am seeing 15% of float. Where are you getting your data ?

[Arxidi1]

Yelp sets off short circuit breaker

[Arxidi1]

Short all day ! Here comes 45.00

[expediter13]

Was in at 50 or so and out at 67 a while ago. I think they are a good company, but still a little pricey, although holding well. If it is still in this price range come middle of January I might by back in...

[expediter13]

I will take it back. I thought BCYP had something really big on them. They are a patent troll and own the writes to phone to phone advertising (so to speak) A certain platform. But BCYP settled with a couple other companies and it looks like the platform has a possible go around.

[Gixene]

expediter13, do you have a good link?

[ECole]

UBS-Global-Technology-Conference

call transcript here

http://www.earningsimpact.com/Transcript/84626/YELP/Yelp!-Inc----UBS-Global-Technology-Conferenc

[expediter13]

But you cant get 20% in a week on Coke or McKds. I know what your saying, but the upside, if careful is always better with these. Thus, why you never see anything moving in and out of the others. Perception !

[Updated]

buy LOCM and keep it for a year

[Tapads]

Everyone keeps saying, earnings don't matter, someday this will be huge. P/e does not matter. Some day when everyone wakes up and realizes that they are paying 60 for a 12 dollar stock all the sudden real things will matter again. Every stock like this has the same chart. They fall ten times faster than they go up. Lnkd, yelp , fb, they all are great companies but so is coke and mcdonalds. This could fall in half in a week.

[expediter13]

Based on what ? Considering what these folks just did you would expect a huge drop in PPS. But it didn't happen and they are making headway WORLDWIDE. I don't use it and could care less about using it. But if needed, you go somewhere and this is where we are headed.

YELP is going to be big someday. Really Big and wish I had only knew about it a year ago on the IPO. Now is a great buying oppurtu. because it will go no lower ever again than 55

[Arxidi1]

Short all day long $$$$$

[ECole]

Earnings cc transcript

http://www.earningsimpact.com/Transcript/84192/YELP/Q3-2013-Earnings-Call

[tinsel12]

"YUCK"

I thought it was "YELP"

[expediter13]

Wondering if it has to do with settlement or admitance of patent violations that need worked out. If so, jump on Blue Calypso..

[momo_trader]

looks like earnings leak going be bad...alot of selling

[vossler786]

good entry point earlier today before earnings

[expediter13]

You can see YELP is going to pay big for patent infringment..... Big time...

[ucsgears]

Looks like yelp bashers won for now

Check for SOCL news.

[free_bee]

As long as Yelp has no competitor..they'll go even higher up. Angie's list or craig's list are the ones come to mind but they're not real competitors.

[BottomBounce]

$YELP Yelp! inc http://www.valuewalk.com/2013/09/facebook-inc-fb-names-new-deputy-general-counsel/

[expediter13]

must be some bad news...

[expediter13]

YELP is cheating some people ! As much as I like and have made money off of this stock. I do see a big problem coming. They are moving reviews to gain advertising dollars. It has been investigated and found to be true.

All of a sudden your company has a couple of bad reviews, their advertising dept. gives you a call and Legally offers to MOVE them down. Just advertise for $299.00 a year...

[investora2z]

The amazing uptrend continues. The stock has moved by around 25% in last one month, and is up by more than 50% after the earnings. The positive surprise added to the already existing momentum. Several analysts had increased the price target for the stock after the earnings, but now it is trading much above most of those figures. There are analysts recommending caution, like an article on insidermonkey, but it seems that it is surely in momentum. On the other hand, in an SA article the author states that a large portion of the up move in the stock has come from positive opinions about Yelp’s ability to continue to grow at a fast rate, and increased confidence in its ability to monetize its content. He contends that the stock has lot of upside potential, but it needs to use data science in order to provide relevancy and trust about its content. This can be accomplished by using a weightage system which will reduce the noise and increase the relevancy of the reviews. Interestingly, the net profit is still a few steps away, and the valuations are extremely stretched. The price to sales and price to book are around of 23, which implies that lot of future positive may have been factored in the stock price. Competition from players like Google (GOOG) and Yahoo (YHOO) cannot be underestimated, and there are other players like IZEA (IZEA) (native advertising, social media sponsorship) which may provide direct and indirect competition in the near future. However, momentum has to be respected, and one can tag along with the stock, but with a clear exit strategy in mind. The next earnings will be extra-risky, and any slippages can lead to a correction in the stock. One can play based on the risk appetite.

[Gixene]

ComeXOilTrader, possible. What's your reasoning?

[Gixene]

expediter13, I agree. Facebook would make a great candidate. Facebook's (FB) pages are very unorganized and inaccurate. I'm honestly surprised Apple (APPL) hasn't bought Yelp (YELP). APPL integrates YELP into their maps application. Google (GOOG) integrates it's mapping software into APPL's map application as well. GOOG's newly acquired Waze application would also work great with YELP. Russell Simmons co-founder and CTO of YELP sold Phat Farm and Def Jam, so he could sell YELP. There are just too many factors to look at and the amount of tech companies that could be interested, are endless. Like I said before, we could guess all day long. I don't like YELP because it's too expensive and not profitable yet. I believe it could be profitable next quarter.

[SmokeSignals]

Totally agree. Why do I think yahoo will go to 70 per share?

[expediter13]

I would LOVE to see facebook do it....

[expediter13]

YELP will be big, very big.

[Gixene]

ComeXOilTrader, I believe Yahoo (YHOO) would be the first to buy YELP. With YHOO's CEO Marissa Mayer acquiring a hand full of companies since she has taken the position, I'm sure it's crossed her mind more then a few times. Though who knows, could be anyone.