FUEL reported better than expected numbers last night. Weakling competitors, TRMR and MRIN, should get some “sympathy love” as a result. But the real juice resides in France, home of CRTO. Most of you dogs aren’t privy to such a company, just like most of you didn’t know what YELP was when I first mentioned it.
Did I mention to you that I felt SALE is the next YELP? Trading at 10x sales, with a growth rate similar to YELP, it’s only a matter of time before Wall Street figures out that companies like SALE are the last bastion of hope for the tired and old brick and mortar retailers. SALE will lure them into the stores, with promises of discount. They are Grandma’s coupons, only delivered via mobile app. Plus, they offer online discounts too.
Moving on, I pray to the stock Gods every night that Citron “Research” or Seeking Alpha might pen a persuasive hit piece on YELP, smashing the shares to kibble–forcing longs the hell out, so I can get back in.
GRPN missed because they blow.
How is PCLN above $1,200? Wildly absurd.
GOGO trades like crap. But, long term, I like it–same with ANGI.
AWAY is killing it.
TWTR is too expensive and FB is a criminal enterprise.
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TRIP 100 dollar roll.
+1
WHOOOOOOOO
GRPN WHOOOOO
I’m looking at QNST, Fly do you have any thoughts on this one?
they suck
Yep TRIP for the $100 roll as well as WDAY! China and The Cloud beast mode!
FLY, regarding your last blog post, have you ever thought of adjusting your trading style towards buying and holding a name. I mean over the last years you had so many great picks, yet it seems that you left most of the gains on the table.
Yes. I get bored so quickly, which is why I sell.
hey fly,thanks for the shout out on fuel.been long fuel for a month or so.
And how about the ‘ole favorite of Broker A -MVIS (up 80% yesterday on the SNE news).
Another 500 points and it will be at it’s 2000 high.
Time for a secondary (as per usual).
Don’t know how you feel about Biotech Fly, but INO is breaking through 5-year highs as I type this
CRTO great pick doctor. Sold couple hundred shares at 44.73 this morning +15%. I still have a place holder on. Followed on EPZW yesterday.
GCAP please give it a quick look. FX broker. Huge pop in dealing volume for Jan. 12X fwd. 2% divy. 28% SI. Small float. What’s not to like?
IMMR anyone?
What would be target for $CRTO?