Tag Archive

ComScore Claims to have a Larger Panel

By Faisal Laljee

ComScore (SCOR) and Nielsen are both market research and audience measurement businesses. They have a “panel” of independent internet users whose activities they monitor (with permission of course) and based on the internet usage of this panel, they publish broader internet measures like unique visitors, visits, page views, time spent etc. for most of... »

Growth in Digital Marketing and How to Benefit from it

By Faisal Laljee

The economy has affected all sectors of the world economy and there is not a single area that has not felt the pain. Retail, autos, health-care, finance, non-profit, government, manufacturing, services, consumer staples – all have suffered in some form or another. One of the areas hit hardest is Media. Anyone affiliated with media... »

Barron’s Ends The Party at Rediff

By Faisal Laljee

Back in May, I recommended buying Rediff.com (REDF) into earnings. Until last week, that recommendation was worth 62.5% as the stock shot up from $16 at the time of my post to $26. Over the weekend, Barrons called REDF overvalued and that sent the stock spiralling downward to $22. At current levels, and with... »

What is the Deal with Expedia?

By Faisal Laljee

10% of total travel bookings are done online, and of those, 10% passes through Expedia’s widely distributed websites. In other words, the combination of Expedia.com, Hotels.com, Hotwire.com, Classic Vacations, eLong, and TripAdvisor only govern 1% of the entire travel market worldwide. Needless to say, Expedia (EXPE) has a great opportunity for growth in all... »

Is Rediff.com a buy going into Earnings?

By Faisal Laljee

Rediff.com – India’s top web portal looks attractive going into earnings. I believe India will be the 3rd largest market on the internet in the next 5 years, and being that REDF is India’s version of Yahoo, it is one of the better international internet plays out there. While that does not help Rediff’s... »

The KNOT – Bound and Gagged

By Faisal Laljee

TheKnot.com (KNOT) reported earnings today and they were good. I mean really good. However, analysts were expecting higher sales based on the Wedding Channel acquisition from last year and the numbers were soft in that area. Internet companies are only as big as their sales and considering the stock’s huge run this last year... »

Ctrip.Com is a Trip

By Faisal Laljee

I have been watching Ctrip.com (CTRP) since it hit $60 back in Dec. I wished at the time that I was in it but the run up in 2006 kept me at bay. I thought maybe this stock will come in and I would have pounced on it at $56. But since then the... »

Time to Sell The9 Limited

By Faisal Laljee

Back on December 6th, I recommended The9 Limited (NCTY), a chinese online gaming company. My basis for the recommendation was the strength of Chinese stocks and the hunger that I feel still exists among growth investors. Today, the stock moved up over 7.5% on higher than average volume, but not high enough for me... »

Play this Chinese Online Gamer

By Faisal Laljee

Headquartered in Shanghai, The9 Ltd. (NCTY) develops and operates online games in China. While many analysts and commentators shy away from China, a look back at some Chinese stocks over the last 12 months shows how wrong these analysts were to stay away: Petro China (PTR) – up 62.5%Net Ease (NTES) – 28%51 Job,... »

Loosen the Knot

By Faisal Laljee

Its time to unload some of the Knot (KNOT). Readers who bought this one back when I recommended the stock in July are sitting on upto 70% gains and with the stock’s recent 10% surge these last couple of weeks, I found myself unloading half of my position on Thursday. Knot’s recent partnership with... »

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