Friday, February 27, 2015

Top 5 Internet Companies To Watch In Right Now

With shares of Nike (NYSE:NKE) trading around $66, is NKE an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:

T = Trends for a Stock’s Movement

Nike is engaged in the design, development, and worldwide marketing and selling of footwear, apparel, equipment, accessories and services. The company sells its products to retail accounts, through retail stores and Internet sales, and through a mix of independent distributors and licensees around the world. Nike focuses its product offerings in seven key categories: Running, Basketball, Soccer, Men�� Training, Women�� Training, Nike Sportswear, and Action Sports. It also markets products designed for kids, as well as for other athletic and recreational uses.

Recently, Nike delivered earnings and revenue figures that beat Wall Street�� expectations.�Looking around, many consumers and companies are advocating and opting for a lifestyle that involves more outdoor and physical activity.�As this movement continues, Nike is a company that is poised to see increased demand.

Top 5 Value Stocks To Watch Right Now: Amazon.com Inc.(AMZN)

Amazon.com, Inc. operates as an online retailer in North America and internationally. It operates retail Web sites, including amazon.com and amazon.ca. The company serves consumers through its retail Web sites and focuses on selection, price, and convenience. It also offers programs that enable sellers to sell their products on its Web sites, and their own branded Web sites. In addition, the company serves developer customers through Amazon Web Services, which provides access to technology infrastructure that developers can use to enable virtually various type of business. Further, it manufactures and sells the Kindle e-reader. Additionally, the company provides fulfillment; miscellaneous marketing and promotional agreements, such as online advertising; and co-branded credit cards. Amazon.com, Inc. was founded in 1994 and is headquartered in Seattle, Washington.

Advisors' Opinion:
  • [By Brian Stoffel]

    Some people believe it's important to never let any stock position grow too large. While I understand that reasoning, I have no problem letting Amazon.com� (NASDAQ: AMZN  ) stock continue to grow as a part of my portfolio. Currently, it's my largest personal position, accounting for 9% of all my real-life holdings.

  • [By Dan Caplinger]

    States get their tax revenue from a variety of different sources. Unlike the federal government, which relies almost solely on income taxes, most states add on property taxes and sales taxes to help finance statewide and local government expenses. The immense popularity of online marketplaces Amazon.com (NASDAQ: AMZN  ) and eBay (NASDAQ: EBAY  ) show the length to which consumers will go to avoid having to pay sales taxes, as those companies have traditionally been able to avoid having to collect sales tax in most of the jurisdictions they serve. Moreover, the competitive advantage that they've gained has helped send brick-and-mortar retailers Best Buy (NYSE: BBY  ) and Sears Holdings (NASDAQ: SHLD  ) into serious difficulty, and countless small businesses suffer from the disadvantage of having to charge their customers sales taxes that those customers could avoid by going to Amazon, eBay, or other untaxed online retail sources.

  • [By Rick Munarriz]

    Unlike rival Amazon.com (NASDAQ: AMZN  ) , which only bankrolled production of entire seasons of new shows after first running the pilots past its users, Netflix hasn't been afraid to cut big checks for shows sight unseen. Netflix green lighted a second season of Orange is the New Black -- the service's latest foray into first-run programming, which premiered yesterday -- weeks before the audiences weighed in.

Top 5 Internet Companies To Watch In Right Now: Yahoo! Inc.(YHOO)

Yahoo! Inc., together with its subsidiaries, operates as a digital media company that delivers personalized digital content and experiences through various devices worldwide. It offers online properties and services to users; and a range of marketing services to businesses. The company?s communications and communities offerings include Yahoo! Mail, Yahoo! Messenger, Yahoo! Groups, Yahoo! Answers, Flickr, and Connected TV, which provide a range of communication and social services to users and small businesses enabling users to organize into groups and share knowledge, common interests, and photos. Its search products comprise Yahoo! Search and Yahoo! Local, available free to users to navigate the Internet and discover content. The company?s marketplaces offerings and services include Yahoo! Shopping, Yahoo! Travel, Yahoo! Real Estate, Yahoo! Autos, and Yahoo! Small Business, which allow users to research specific topics, products, services, or areas of interest by review ing and exchanging information, obtaining contact details, or considering offers from providers of goods, services, or parties with similar interests. Its media offerings comprise Yahoo! Homepage, Yahoo! News, Yahoo! Sports, Yahoo! Finance, My Yahoo!, Yahoo! Toolbar, Yahoo! Entertainment & Lifestyles, Yahoo! Contributor Network, and Yahoo! Pulse, which are designed to engage users with online content and services on the Web. The company also offers marketing services, such as display and search advertising, listing-based services, and commerce-based transactions to advertisers. In addition, it provides software and platform offerings for third-party developers, advertisers, and publishers, such as Yahoo! Developer Network, Yahoo! Open Strategy, Yahoo! Application Platform, Yahoo! Updates, Yahoo! Query Language, and Yahoo! Search BOSS. The company has strategic alliances with Nokia and ABC News, Inc. Yahoo! Inc. was founded in 1994 and is headquartered in Sunnyvale, Californi a.

Advisors' Opinion:
  • [By Reuters]

    Seth Wenig/AP A securities analyst who passed nonpublic information about Yahoo and Microsoft to a portfolio manager at Steven A. Cohen's hedge fund SAC Capital Advisors was arrested in California, federal prosecutors said Tuesday. Sandeep Aggarwal, an analyst covering technology, is to be arraigned later Tuesday on charges of conspiracy to commit securities fraud and wire fraud at the U.S. District Court for the Northern District of California. Federal Bureau of Investigation agents arrested Aggarwal, 40, in San Jose, Calif., on Monday. Aggarwal, who worked in 2009 as a research analyst covering technology at the firm Collins Stewart in San Francisco, is to be arraigned Tuesday at the U.S. District Court for the Northern District of California. Lawyers for the 40-year-old defendant couldn't be reached for comment. Aggarwal, who also faces a civil suit by the U.S. Securities and Exchange Commission, is accused of tipping former SAC portfolio manager Richard Lee, as well as an employee at another hedge fund, about a planned partnership between the Internet company, Yahoo (YHOO), and the computer company, Microsoft (MSFT). The charges come less than a week after prosecutors in New York charged the $14 billion fund SAC Capital with securities fraud and wire fraud, claiming the hedge fund fostered a corrupt business culture in which portfolio managers were encouraged to use any means possible to find an "edge" in stock trading. The criminal charges, along with an administrative proceeding accusing Cohen, SAC's founder, of failing to properly supervise his employees, are the result of a multiyear investigation into insider trading at the firm. So far, 10 former SAC employees have been charged or implicated for insider trading. Lee, who worked as a portfolio manager at SAC between 2009 and 2013, pleaded guilty to charges related to insider trading and is cooperating with the government. The criminal complaint against Aggarwal said he spoke with a Microsoft em

  • [By John Casteele]

    Then, out of the blue, Sony's (NYSE: SNE  ) Sony Pictures Television unit, which holds the rights to the show, and Yahoo! (NASDAQ: YHOO  ) announced that "Community" would get its sixth season after all. Instead of appearing on one of the major streaming services, the sixth season would be an exclusive for Yahoo! Screen, the company's small-but-growing streaming component. While this is great news for the fans who will get more "Community," what does it mean for Sony and Yahoo!?

Top 5 Internet Companies To Watch In Right Now: Alibaba Group Holding Ltd (BABA)

Alibaba Group Holding Limited, incorporated on June 28, 1999, is an online and mobile commerce company. The Company operates its ecosystem as a platform for third parties. The Company operates Taobao Marketplace, China�� online shopping destination, Tmall, China�� third-party platform for brands and retailers and Juhuasuan, China�� group buying marketplace. In addition to its three China retail marketplaces, the Company operates Alibaba.com, China�� global online wholesale marketplace, 1688.com, its China wholesale marketplace, and AliExpress, its global consumer marketplace, as well as provides cloud computing services. As a platform, the Company provides the fundamental technology infrastructure and marketing reach to help businesses leverage the power of the Internet to establish an online presence and conduct commerce with consumers and businesses. Effective August 01, 2014, Alibaba Investment Ltd, a unit of Alibaba Group Holding Ltd, acquired a 10.193% interest n Singapore Post Ltd.

The buyers and sellers discover, select and transact with each other on the Company�� platform. Third-party service providers add value to its platform through service offerings that make it easier for buyers and sellers to do business. The third-party participants in its ecosystem include a payment services provider, logistics providers, retail operational partners, marketing affiliates, independent software vendors and various professional service providers. The Company has developed policies and procedures that maintain the health and sustainability of its marketplaces, including consumer protection programs, marketplace rules, qualification standards for merchants and buyer and seller rating systems. As its ecosystem expands, new jobs are created.

Taobao Affiliate Network is powered by Alimama, its online marketing technology platform. Through this platform, sellers place marketing displays on its marketing affiliates��websites and mobile apps, and sellers pay a performance-b! ased marketing fee primarily based on cost-per-click (CPC), and cost-per-sale (CPS), models. Through China Smart Logistics, the Company provides real-time information to its logistics partners, including key operating metrics, such as distribution center utilization rates, route planning data and order volume forecasts. Independent software vendors (ISVs) provide software tools, as well as systems integration services to sellers.

Tmall is an online platform featuring brands and retailers with each seller having an identifiable online storefront. Users may access Tmall anytime, anywhere through the Tmall Website and the mobile apps and mobile-optimized websites provided by Taobao Marketplace and Tmall. The physical product categories on Tmall include apparel and accessories, electronics and appliances, home furnishings, home appliances, maternity and baby products. Juhuasuan is an online group buying marketplace in China. Juhuasuan offers quality products at discounted prices by aggregating demand from numerous consumers. Juhuasuan mainly does this through flash sales, which make products available at discounted prices for a limited period of time. Juhuasuan offers group buying channels featuring branded and private label products, products made to custom specifications and local services.

AliExpress is a consumer marketplace enables consumers from around the world to buy directly from wholesalers and manufacturers in China. On AliExpress, consumers have access to a variety of products. In addition to the global English-language site, AliExpress operates two local language sites in Russia and Brazil. The product categories on AliExpress.com include apparel and accessories, phones and communications products, beauty and health, computer networking, jewelry and watches. Alibaba.com is an online commerce platform. Sellers on Alibaba.com may pay for an annual Gold Supplier membership to host a premium storefront with product listings on the marketplace.

The Company��! marketin! g technology platform, Alimama, offers sellers on its marketplaces marketing services for both personal computer and mobile devices, which include P4P marketing service and display marketing. Alimama also offers its sellers these marketing services through third parties through the Taobao Affiliate Network. The Taobao Ad Network and Exchange (TANX) automates the buying and selling of billions of advertising impressions on a daily basis by third parties. The Company also offer a data management platform (DMP), connected to TANX. Its DMP allows participants on TANX to evaluate and select online advertising inventory using both behavioral data they provide, as well as data from browsing behavior and shopping history. Its Cloud Computing supports its commerce ecosystem by providing a distributed computing infrastructure to handle the large volume of traffic and data generated on its online marketplaces. Its cloud computing platform offers service offerings, including elastic computing, database services and storage and large scale computing services.

The company offer search functions on all of its Web pages, mobile apps and many of its marketing affiliates��websites and apps to make it easy for buyers to find products and services within its marketplaces. The Company offers Aliwangwang, a personal computer-based instant messenger that supports text, audio and video communication. The Company developed Aliwangwang to facilitate open communication between buyers and sellers on Taobao Marketplace and Tmall. Buyers and sellers use it as a tool for a range of tasks, including negotiation of prices, customer services and delivery notification, in addition to the basic messaging functions. It offer Qianniu , an integrated platform for communication and productivity tools which allows sellers on Taobao Marketplace and Tmall to manage their operations more efficiently.

Alipay, the Company�� related company, provides payment and escrow services for transactions on Taobao Marketplace, Tm! all, 1688! .com and certain of its other sites, as well as to third parties in China. The Company�� small and medium enterprise (SME) loan business provides micro loans to sellers on its wholesale and retail marketplaces through lending vehicles licensed by the local government.

The company competes with Tencent and Baidu.

Advisors' Opinion:
  • [By reports.droy]

    Yet the facility is used by only 15% of the massive Indian population, which leaves a huge consumer band yet to be tapped. This potential has caught the attention not only of indigenous innovators and entrepreneurs but also the global big wigs like Amazon, Ebay (EBAY) and Alibaba (BABA). Let us take a closer look at the ongoing clash of the titans in this sector��the indigenous Flipkart against the global hero Amazon.

  • [By WWW.DAILYFINANCE.COM]

    Mark Lennihan/APJack Ma is the founder of Alibaba. There has been no shortage of debutantes on Wall Street lately. Dozens of companies went public last quarter -- many of them names you know, or that you will know soon. These some of the more intriguing initial public offerings to come out of this past quarter. El Pollo Loco (LOCO) Fast casual has been the place to be for investing in the restaurant industry, and that helped pave the way for this California-based chain specializing in citrus-marinated chicken to go public in July at $15 a share. Investors won't be impressed by its slow yet calculated expansion. It had grown from 398 locations to just 401 in the year leading up to its IPO. However, El Pollo Loco's store-level performance has been impressive. It posted a 5.4 percent increase in comparable-restaurant sales in its first quarter as a public company. That is certainly better than the average fast-food or casual-dining chain out there, once again validating the fast-casual model, where chains offer the convenience of fast food but the quality of traditional casual-dining restaurants. Mobileye (MBLY) The push to develop self-driving cars is really getting traction, a fact that became even more apparent last week when Tesla (TSLA) showed off an updated sedan that uses a dozen sensors to do everything from adjusting speed in accordance with speed limit signs when it's on cruise control to switching lanes automatically when the sensors see an opening in traffic after the driver triggers the turn signal. But clever sensors notwithstanding, self-driving cars won't happen without serious software, and that's where Mobileye comes in. The Israeli company provides software and chips for camera-based advanced driver assistance systems. This will likely become a competitive market in the future, but for now Mobileye is seen as a leading pioneer in self-driving vehicles. Its share price has roughly doubled since it went public at $25 just two months ago. Re

  • [By WWW.DAILYFINANCE.COM]

    ChinaFotoPress/Getty ImagesEmployees cheer at Alibaba headquartes in China as its stock debuts in New York. At $231 billion, Alibaba Group (BABA) closed Friday with more than twice the market cap of Facebook (FB), three times that of eBay (EBAY), and about 50 percent more than Amazon.com (AMZN). For founder Jack Ma, the run-up means he's now worth more than $20 billion, according to Forbes' estimates. Yahoo (YHOO), meanwhile, is now sitting on a stake that was worth more than $49 billion the day of the initial public offiering -- about $10 billion more than its current market cap.

Top 5 Internet Companies To Watch In Right Now: Google Inc.(GOOG)

Google Inc. maintains an index of Web sites and other online content for users, advertisers, and Google network members and other content providers. It offers AdWords, an auction-based advertising program; AdSense program, which enables Web sites that are part of the Google Network to deliver ads from its AdWords advertisers; Google Display, a display advertising network that comprises the videos, text, images, and other interactive ads; DoubleClick Ad Exchange, a real-time auction marketplace for the trading of display ad space; and YouTube that provides video, interactive, and other ad formats for advertisers. The company also provides Google Mobile that optimizes Google?s applications for mobile devices in browser and downloadable form; and enables advertisers to run search ad campaigns on mobile devices, as well as Google Local that provides local information on the Web; and Google Boost for small businesses to participate in the ads auction. In addition, it offers And roid, an open source mobile software platform; Google Chrome OS, an open source operating system; Google Chrome, a Web browser; Google TV, a platform for the consumers to use the television and the Internet on a single screen; and Google Books platform to discover, search, and consume content from printed books online. Further, the company provides Google Apps, a cloud computing suite of message and collaboration tools, which includes Gmail, Google Docs, Google Calendar, and Google Sites; Google Search Appliance that offers real-time search of business and intranet applications, and public Web sites; Google Site Search, a custom search engine; Google Commerce Search for online retail enterprises; Google Checkout to make online shopping and payments streamlined and secure; Google Maps Application Programming Interface; and Google Earth Enterprise, a firewall software solution for imagery and data visualization. Google Inc. was founded in 1998 and is headquartered in Mountain View, California.

Advisors' Opinion:
  • [By Evan Niu, CFA, CFA, Erin Kennedy, and Eric Bleeker, CFA]

    With�Apple's (NASDAQ: AAPL  ) iPhone event on Tuesday, the next major version of iOS won't be far behind. iOS 7 is the biggest revamp to date of Apple's critically important mobile operating system and could be considered a catalyst in its own right.�Google� (NASDAQ: GOOG  ) Android offers a compelling alternative at lower price points, but iOS is more differentiated.�

  • [By Tim Beyers]

    Even the few remaining optimists who believe the PC isn't dead have to admit the old boy is breathing heavy. Another Asian manufacturer, Asus, recently inked a deal with Google (NASDAQ: GOOG  ) to manufacture a Chromebook later this year.

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