Bankrate, Inc. (RATE)

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The Company owns and operates an Internet-based consumer banking marketplace and provides financial applications and information to a network of distribution partners and national, regional, and local publications.

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Avatar pnshark (90.43) Submitted: 7/29/06 1:13 AM : Start Price: $29.62 RATE Score: 12.42

RATE has gotten absolutely hammered in the past few months. If the beating is due to cooling housing mkts and fed rate increases, it's unwarranted. Revenue model is based on ads and hyperlinks. Their strong brand should continue to lead to lots of site traffic, increasing their revenue, which looks like it's still on pace for 30% growth for the next few years.

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Avatar mikeinmadrid (< 20) Submitted: 8/31/06 4:07 PM

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Bankrate could be a one year wonder as the change to a pay-per-click business model has brought excellent but perhaps short-term benefits. Watch out for anaemic page view growth figures and sell if these don't improve after Q3,Q4. Q107 results will be the big test for Bankrate to show organic growth prove the shorts wrong.

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Avatar BaaMan (< 20) Submitted: 4/12/07 7:09 PM

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I agree it is a good company with a future. The beating was because of unnecessary stock dilution...secondary offering, when they didn't need cash for any particular stated purpose. That's what sent it down. TOO far though. I bought more when it hit the mid twenties and am smiling since then.

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Bankrate, Inc. (RATE)

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