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

Valuation Update: Internet High-Fliers Experience Large Mark-Ups

Many internet-related stocks have been on fire lately. In many ways, the run-up has been about mobile, so it may not even be technically accurate to call this feature a valuation update on internet-related stocks. Regardless, the most notable change since the last update in mid-June is that the internet high-fliers have experienced significant run-ups … Read more

Valuation Update: Facebook Falls, LinkedIn Remains Atop Internet Stocks

This post is a quick update on data that I maintain on price/sales (P/S) ratios on select internet stocks. I periodically refresh the data from Yahoo!Finance (semi-automated with links into a Microsoft Excel spreadsheet) and add the latest data to a chart. The chart is starting to get crowded so I may soon need to … Read more

T2108 Update (May 10, 2012) – Still Clinging to the Edge

(T2108 measures the percentage of stocks trading above their respective 40-day moving averages [DMAs]. To learn more about it, see my T2108 Resource Page. You can follow real-time T2108 commentary on twitter using the #T2108 hashtag. T2108-related trades and other trades are posted on twitter using the #120trade hashtag) T2108 Status: 35% VIX Status: 19.9% … Read more

Chart Review: Shutterfly Seems Headed for 52-Week Lows

When Shutterfly (SFLY) reported earnings on April 30th, the company provided guidance for a larger Q2 loss than analyst expectations. Despite this disappointment, the stock opened the next day with an amazing 9% gain. Unfortunately, trading has been all downhill from there. SFLY closed the day losing all its gains, and it was even trading … Read more