iBankCoin

$SALE Getting Sold

I can’t find any news, other than the fact that Coupons.com is coming public next week. Perhaps demand is weak, following their roadshow? Maybe people are just taking profits? Call me a cynic, but I don’t believe 8% moves to the downside happen without a reason. For me, it doesn’t matter what happens to the stock in the near term. It’s all noise.

If you recall how I got crushed when I originally bought YELP at $18, I felt like dying when it touched down at $13 for a minute.  When people panicked the most, the greatest opportunity was there. I view all IPOs in the same vein. These companies are not trusted yet. They’ve yet to establish a hardcore shareholder base.

With time and performance, those things will happen. Until then, unfortunately, price swings are to be expected, even if it’s for no reason. There could be a Seeking Alpha article in the works. Who knows?

The bottom line is: the naysayers will be wrong on this one. Retailers need SALE more than ever and I am betting for much higher prices, 6 months from now. The trick is, at least for me, remaining interested enough to hold the name that long.

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15 comments

  1. zookini

    retailmenot’s coupons are more often than not available all over the internet, their key is SEO

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  2. ripper

    FIG. great post

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  3. eddiedaroza

    SALE is printing money with their model, but they are basically a one trick pony and competitors rushing into the space. Three months ago GRPN announced their “freebies” which is exact same product as SALE. This search result number was zero three months ago. Now its 5K https://www.google.com/search?q=site%3Agroupon.com%2Fcoupons%2Fstores. Not to mention 70M+ app downloads that product will drive growth for them going forward.

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  4. eddiedaroza

    SALE clear market leader but its going to be tough to hold competition off, especially when its mobile based and not SEO driven.

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  5. acehood1

    yeah that’s the thing Fly. You lose interest. Like with BALT it was originally “I ain’t sellin until 10”.

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  6. eddiedaroza

    Coupons.com is a joke. This is going to be GRPN and SALE battling for the same customers on mobile. SALE prob has an edge with large retailers and GRPN prob has an edge with local merchants and with more diverse product offerings.

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  7. eddiedaroza

    that being said, yeah coupon road show is probably wack

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  8. prabz

    3 billion market cap for a coupon company.. how much fatwallet.com is worth?

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    • tradercaddy

      Slickdeals, Hot deals, etc.
      Coupon usage has to be flattening or declining.
      I have always done the grocery shopping and I go to Aldis and save 20-30% or more and then Publix with it’s BOGO.

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  9. crazyfasteddy

    Check out the latest $SALE prospectus p. 135, 31m shares unlocked on march 11; reason for the drop?? http://www.sec.gov/Archives/edgar/data/1475274/000119312513471424/d610696d424b4.htm#toc610696_16 …

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  10. xxxhuggiebearxxx

    We’re going lower. Be warned. I am short from the highs today and plan to ride a whoosh lower into next week.

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  11. xxxhuggiebearxxx

    Here come santa claus, here comes santa claus….right down ukraine lane!

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  12. it is showtime

    Gee, think strange things are afoot?…

    Paiting the tape yesterday
    Pushup today on weaker gdp

    Games are coming to an end, my friend

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  13. matt_bear

    Gap fill at $34.67 for SALE, then it’s go time.

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