Use access key #2 to skip to page content.

20PercentPM (29.07)

What Recession? Profits up 336%, EBITDA up 637% and Free Cash Flow up 924%!

Recs

4

November 04, 2009 – Comments (3) | RELATED TICKERS: GOOG

There is a stock in CAPS called Interclick which I was the first one to rate so of course am the score leader. Tonight they reported their earnings which were incredible. In addition to the numbers mentioned in the title they also reported that Gross profit Margin was 50.4%, which is 20.1% higher than a year ago. Their guidance for 2010 includes revenue growth of at least 55% and EBITDA growth of at least 125%.

This stock closed tonight at a yearly high of $5.55, and that is after a reverse 2 for 1 split last week. Tomorrow they get upgraded to the NASDAQ and will use the symbol ICLK, which was actually their original symbol before the split. Today the symbol is INRK. Please read this article and share any opinions you might have of where this stock could be in a year or so, or mention any Internet related stock ideas you might have, Maybe it's time for another profitable Internet bubble!

http://www.tradingmarkets.com/.site/news/Stock%20News/2626346/

 

3 Comments – Post Your Own

#1) On November 04, 2009 at 6:21 PM, guiron (< 20) wrote:

So, this is an Internet advertising firm specializing in targeted ads as well as "complete data and inventory transparency," which I'm guessing means that ads fora particular product won't be run in the rotation if inventory is out. That is a guess, and I'll have to do more homework tonight.

Targeted advertising on the Internet is where advertising dollars are going. This is Google's forte, by far, but there is room for improvement. Google is turning into the leader by inertia, not necessarily by quality, so if a competitor can prove better results, they have a technical advantage. Problem is, do people know who they are? Apparently, they are growing at a fast rate, which indicates they have capitalized on an underserved part of the market that Google fails to capture, so they appear to be gaining recognition where it counts. This is an area ripe for growth, because there is a strong need for a better venue for advertising than Google, and this could potentially be a breakout pick, but a lot of companies struggle with rapid growth. I believe their real test is going to be how they scale up their operations in a hurry.

These are just initial thoughts after looking briefly at the link you provided. Will do more research tonight, but I'm glad you dug this one up, because it looks promising.

Report this comment
#2) On November 04, 2009 at 7:01 PM, 20PercentPM (29.07) wrote:

I read several months ago that Interclick is the only pure play online ad network stock. Seems like there isn't any compition for people who want to invest in this sector. It's claimed that they are ahead of adbrite, msn, amazon, youtube and ebay for total unique visitors each month. The vice-president of Sketchers e-commerce said Interclicks targeted advertising gave them a 786% return on investment. SO if Sketchers knows about them I'm guessing other large corporations do also. I will have to research that more. I just looked on alexa.com which ranks all the websites in the world by popularity and it shows interclick.com at 12,603 which seems pretty good out of billions of sites.

Report this comment
#3) On November 05, 2009 at 4:14 PM, 20PercentPM (29.07) wrote:

Interclick had another nice day today. Upgraded to the NASDAQ and changed their symbol to ICLK. Closed up 4% to $5.77 and set a new yearly high of $5.80. I think there will be a nice smooth steady ride to a double in the next few months.

Report this comment

Blog Archive

2009
November (6) October (3)

Featured Broker Partners