Dave & Busters Entertainment: When Insiders Come to Play

dave and busters entertainment (Credit: Dave & Buster's in Orlando by insidethemagic on Flickr)

Dave & Busters Entertainment (PLAY) is a major gaming and dining entertainment center that recently expanded internationally. Insiders – corporate executives and especially one particularly eager institutional shareholder – have expanded ownership in the company for many months. When I recently read in briefing.com that a 10% owner purchased 214,588 shares, I finally jumped into the … Read more

Intuit Inc: Valuation Normalized By the Bear Market

With a bear market underway and oversold trading conditions, I am actively looking for longer-term buys in the stock market. Tax, accounting, and personal finance services software company Intuit Inc (INTU) jumped into my radar thanks to CNBC’s Options Action. Michael Khouw laid out the case for buying a long-term INTU call option, but he … Read more

Inflation-Friendly Retail Stocks Are Still Outperforming

Stock Market Commentary: Inflation is everywhere in the global economy, and inflation will hang around for some time to come. The inflation problem is so bad that the Federal Reserve does not think inflation will return to its 2% target for another three years. While economists and pundits debate about how long inflation will last, … Read more

How to Pick A Spot to Buy Uber Shares

The IPO for Uber (UBER) has fallen out the bed. The company priced its IPO at $45, opened at $42, and closed at $41.57. UBER’s one-day total loss in value from the IPO price was apparently the largest in history. For a moment, UBER looked like it could stabilize around its poor first day. Unfortunately, … Read more

Riding With Elliott Management After It Labels Nielsen As “Undervalued”

Nielsen NV (NLSN) crashed to new all-time lows at the same time Facebook (FB) ran into its own historic post-earnings buzzsaw. At the time, I noted NLSN’s bad news about the business of monetizing user data was seemingly overshadowed by Facebook’s woes. NLSN’s operational difficulties seemed to warn investors to brace for more weakness ahead. … Read more

Internet Stock Valuations: Facebook Extends Its Lead

I have waited almost a year to update my data on the valuations of internet-related stocks. The last time I turned the crank on the numbers I documented Facebook’s (FB) ascendency in the valuation ranks. I also guessed that the age of double-digit price-to-sales ratios was coming to an end with the potential exception of … Read more

Valuations for Internet Stocks Disrupted by Second Quarter 2015 Earnings

Almost a month before the latest earnings cycle, I chronicled the ascendancy of Facebook (FB) to the top valuation spot among the internet stocks I follow. Twitter (TWTR) lost the top spot thanks to a large post-earnings sell-off in April. Fast forward to the latest earnings cycle and internet-companies delivered even more disruptions. Rising above … Read more

Implications of Current Internet Valuations As Facebook Takes Over the Top Spot

One big headline on Tuesday, June 23rd featured Facebook (FB) racing past Walmart (WMT) in market capitalization for the first time ever. The following day, FB gained further ground on WMT as the two stocks continued to motor in opposite directions: FB has set new all-time highs two days in a row while WMT hovers … Read more

Internet Stock Valuation Update: Did Twitter Blow Off A Top?

Yesterday, March 24th, Twitter (TWTR) made an impressive breakout above the $50 battle line which defines the TWTR’s intraday high on its first day trading. Seeing the bullish move, it occurred to me I had not updated my comparison chart of internet stock valuations in a very long time. As luck would have it, I … Read more

The Federal Reserve Uses Small-Cap, Social Media Stocks to Display Vigilance on Valuations

(This is an excerpt from an article I originally published on Seeking Alpha on July 16, 2014. Click here to read the entire piece.) On July 15th, the Federal Reserve released its latest Monetary Policy Report as a part of Chair Janet Yellen’s testimony before the Senate’s Committee on Banking, Housing, and Urban Affairs. The … Read more