YELP! INC (YELP)

[rivervalley]

I hope it is more than a bounce, and wish anyone playing it all the best. I'm often out quicker than I need to be, but always happy securing profit :)

[rand0m]

the Q1 guidance is up, $118.5M-$120.5M from $114M-$116M, consensus $115.69M. I think this is more than a bounce. a news like that can change things quickly. it dropped more than 20% because of the low guidance, so this can change the mind of those bearish analysts.

[rand0m]

wowZER!! news!! Q1 outlook a lot better

this is driven by better fundamentals now. A million of the listed restaurants now have access to Eat24 under one platform instead of multiple ones.

http://finance.yahoo.com/news/yelp-acquires-leading-online-food-140500704.html

[rivervalley]

took profit at 43.92. Hope it runs much higher for those in here for a bounce. GLTA

[KingDMC]

Wait a minute. So they get absolutely crushed on earnings by 20%, and now raise Q1 guidance this morning? Who is pulling the strings here?

[rivervalley]

picked up a few in the mid 42's hoping for a bounce. if it doesn't happen I'll be out quickly.

[rand0m]

over reaction from sellers. I think this will go back up $45++. 58 to 42 which is about 30% drop. I think this will move higher tomorrow

[AXE_EVERYTHING]

WORST company ever - YELP ! horrible business model

they could be a good company if they helped the small business owner instead of extorting the small business owner. . . .

[overachiever]

Yeah. Insiders have been dumping and user growth was disappointing. Pay attention to the actions of the insiders. They know what is going on.

[Jordantrae]

Checked in just now for first time in about a year, can anybody catch me up on what just happened? Appreciate the help.

[overachiever]

Officers have continuously shown no faith in the stock price, as they constantly sell as fast as they are allowed.

Yelp is becoming a widely used directory. The question is, where should it be priced?

Following the lead of officers and directors, the answer always seems to be lower.

[KingDMC]

Way to be consistently spot on here. Every earnings same thing.

[jimmybob]

$YELP 9,496 volume in Weekly calls today vs. 2,837 open interest - bets placed on $YHOO ?

[overachiever]

Directors? How about the officers, starting with the CEO himself. Dumping away like there is no tomorrow.

[jimmybob]

So company directors are stock investors, and are good indicator for a companies valuation?

[overachiever]

YELP insiders continue to dump as fast as the law allows. And the dumping is at any price they can get. Not exactly an endorsement.

[jimmybob]

Yelp (YELP) (Buy, $52.45, $86 PT): We think the Street is wrong in its interpretation of account activations, but this view won’t change anytime soon. YELP is still one of the best sustainable growth stories in the sector, in our view. We would continue to accumulate on weakness.

[jimmybob]

YELP $57.91

[overachiever]

This stock is falling apart. It's very weak.

[sure bet]

So much for the nice move up yesterday
This is nothing but a pos

[rand0m]

finally thing actually moves and stay strong. been sitting for a few days

[jimmybob]

Yelp continues to gain traction in Local search, says Cowen
Cowen's checks indicate Yelp (YELP) continues to gain traction in Local search through Google (GOOGL) and Facebook (FB). The firm continues to see Yelp's Local ad revenue growing 60% in 2014 and believes the company will continue to beat numbers

[sure bet]

This sucks the stock price is moving higher and the Nov 22 ,70 call options are going lower

[overachiever]

Good job Jeremy! You managed to dump some more stock at 70 before the bottom fell out of this.

[sndtalk]

Yelp Shares Down on Guidance

Yelp beats earnings and revenue figures handily in its third-quarter earnings report, but shares were down big on weak guidance. Yelp’s revenue came in at $102.5 million, beating Wall Street consensus numbers of $99 million, with a 67% jump on a year over year basis. Earning figures were reported better than expected as well at 5 cents per share, compared to analysts’ expectations of 2 cents per share. However, Yelp’s shares were down 15% in after-hours trading after the earnings report.

Original Article

[overachiever]

Now you know why Jeremy has been dumping his stock at the max legal limit.

[TR4GEDY]

Lots of big names and companies getting hammered after earnings be careful.

[KingDMC]

Wow look at this drop!

[starbuxsux]

YELP down almost 8% this week ahead of ALibaba's IPO...are you buying YELP as a result?

[BLULLISH]

TheDirectory.com-(SEEK) could be bought out by YELP! INC

[overachiever]

There is definitely a Yelp Mafia cottage industry developing on the fringes of this. Constant shakedowns from these "SEO" companies who promise to "fix the one star ratings". Now some of them even have the gall to use Indian call rooms to line up the small business suckers for their monthly fee shakedown scam. Others are using recorded messages to line up the leads. The Yelp model is being gamed big time and it is getting worse by the day. If you don't sign up, here come the one stars.

It's like a frickin protection racket.

[overachiever]

Jeremy and Laurence are dumping away. Always dumping as fast as the law allows. Some better lawyers must be breathing down Yelp's neck. They keep changing their description of the bogus review filter and are starting to fess up a little bit about it. It is far more subjective than they ever admitted in the past.

[overachiever]

Insiders are dumping. Too many legal problems here.

[KingDMC]

I didn't think they would beat across the board and next thing I know they were up huge after hours lol. Looked again and they dropped like a rock geez. Not regretting it anymore either!

[RigorousGains]

No you didn't it's down now. You did well. I almost jumped in at the last min. Not regretting anymore

[KingDMC]

Slept on this one. Dangit!

[chuckloves1969]

sorry,,,SEEK is plunging...not yelp or angies. on the alexa rankings......yelp is #45 and i think angies is #150....
seek WAS 149,000..(have no idea why,,,3 months ago)...
and it is now....over 1,103,000....
which means in plain english,,,,it is a lead balloon.....
so nice try, seek is nice,,,but compared to real search engines...
it is amateurish looking...and not accurate.
i used it to find frames in west hollywood..it showed 2 stores.
i tried yelp..who's website is fast, and sharp looking with great maps etc etc..and they had about 20 framing stores.

sorry,,seek...was a good idea,,,10-15 years ago...
but it's not now...
sorry....
it's a clunker.
have you seen how many BILLIONS of shares it has..and it goes up ever month.
yelp has 60% of it's ONLY 179 million shares....
owned by institutional investors...
hey..that is real real faith and interest in a company...
not by joe cobb ,,but by heavy duty money boys....and gurls.

[overachiever]

Jeremy Stoppelman knows he has problems with Yelp. That is most likely why he is dumping stock as fast as the law allows.

[overachiever]

There is no excuse on the part of any website which attempts to control content the way Yelp controls it to allow malicious libel against a small business. Yelp does not stop libelous reviews from appearing against a business and then attempts to protect the libelous posters. It's not operating within the accepted standards of current internet libel law.

The first time one of these disaffected businesses hires a really good libel/constitutional law attorney, it's game over for Yelp. Up until now, they have been faced with lawyers that do not have a good technical understanding of how to go about attacking Yelp's business model.

[overachiever]

Yelp's filter is not much more than a traffic cop. It attempts to control traffic by driving it from listed non advertisers to paid advertising customers. Otherwise, why would the same reviews constantly go up and come down with the "switch" being spikes in views or actions on the non-advertising listed businesses? Nope. Yelp itself is about 40 to 50% scam.

Yelp's filter can not determine if a person walks by a restaurant or a hair or waxing studio and does a check-in to a business with which that fake customer has not really had a legit interaction, can it? No, it can't. Like I said, easy to game.

In addition, There has been a large upswing in so-called SEO companies which do nothing more than attempt to raise the Yelp ratings of their clients and at the same time post false negative reviews on their client's competition. Yelp is not able to stop that.

I have done a significant amount of research into Yelp's procedures and the way the site really works. Yelp's claims about it's filter are mostly nonsense.

[propert]

You could see that from time to time, but yelp, unlike anonymous review sites, does have monitors and there frequently are reviews removed for content violations. The vitriol from business owners over meritless reviews should be spent in more productive ways than ripping YELP which is otherwise a free source of business for companies and a great resource to cultivate. Notice I use the word cultivate, not manipulate. Businesses that try to manipulate or self review often get burned by yelp's filter, and rightfully so.

[overachiever]

Nonsense. Yelp doesn't work that way at all. They might pretend they do but it doesn't work that way in practice. It is easy to game their system and to rip a small business to shreds if you are inclined to do so.

[propert]

I disagree. Reviews are taken down promptly if they do not comply with the terms of service. All it takes is someone flagging the review and poof, it's gone within 3 weeks. There is a backlog, but they eventually get around to it. Every business can do a small amount of due diligence to maintain their profile. The loud complainers about yelp do not follow protocol to remove a review, they just want a judge to tell YELP to go away because these marginal businesses feel threatened by yelp shedding light on their reputation. A good business doesn't need to obsess about what people say in reviews does it?

[RollitUpPlease]

I believe ya, ;)

[overachiever]

Nope. Just tell it like it is.

[RollitUpPlease]

Let me guess, you're short?

[overachiever]

Yelp is a legal disaster waiting to happen. The Case of Big Earls Bait and Tackle in Pittsburg, Texas is a shining example of the ridiculous nature of the Yelp model. There, hundreds of people who have never set foot in Big Earls (or even come within a thousand miles of it), have written libelous "reviews" of the business and Yelp has not taken them all down.

This is a magnified look at what happens on Yelp every single day and people are getting wise to it. It's only a matter of time before Yelp starts losing some of the many lawsuits that are being filed against it.

[stlogic]

Nice bounce off 53 hitting resistance

here at 61 if it fails back to 53


good trading stock

[chris3]

Yelp and Angie list r dropping, check out seek. Advertising campaign starts June 1st and is profitable, new local search engine.

[stlogic]

Needs to bounce here or we could see 36

by mid summer . Jmo