Yelp, Inc. (NYSE:YELP)

CAPS Rating: 1 out of 5

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Member Avatar wowdwarf2 (< 20) Submitted: 4/4/2014 1:40:23 PM : Underperform Start Price: $65.66 YELP Score: +0.89

losing lots of traction

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Member Avatar SlothropsMonkey (84.01) Submitted: 4/3/2014 1:25:13 PM : Outperform Start Price: $70.93 YELP Score: -7.37

A social-online yellow pages for the head-stuck-in-computer/phone-screen generation. And it's not just reviews, but directions and coupons and even ordering directly from the restaurant. Seems to Monkey like it could be one of the big five because its niche is specific enough if it focuses on doing it better than anyone else: Google/Baidu, Twitter/Sina, LinkedIn, Facebook, and Yelp.

As for the shade dealings with regard to review filtering: whether or not this stuffed happened illegally before, Monkey suspects a proper-shake-out will lead to ethical practices going forward.

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Member Avatar Mikeru22 (37.12) Submitted: 4/2/2014 10:11:00 AM : Outperform Start Price: $78.50 YELP Score: -16.32

It's a coin toss, but if/when (big IF) they show up profitable and assuming they get their financial act together, they stand to really take off in the stock market. There aren't many companies whose data have this much influence over local businesses' performance.

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Member Avatar butters83 (51.57) Submitted: 3/6/2014 8:34:49 AM : Underperform Start Price: $98.70 YELP Score: +33.31

Agree with the commentary on the valuation. It is too high, and needs to correct.

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Member Avatar Miketmah (57.79) Submitted: 3/5/2014 9:01:52 PM : Underperform Start Price: $98.70 YELP Score: +33.31

Insane valuation for a company that may never turn a profit

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Member Avatar cheezyches (94.21) Submitted: 2/24/2014 10:15:42 AM : Outperform Start Price: $95.56 YELP Score: -32.73

I use Yelp, and I like it. It can have a pretty strong network effect, and it is making itself useful in a stream of commerce with real money (consumers going to retail establishments). Yelp has options. I don't think this company is easily valued by traditional cash-flow metrics today.

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Member Avatar GVFool15 (60.82) Submitted: 2/10/2014 11:33:39 AM : Outperform Start Price: $92.46 YELP Score: -33.61

Yelp's deep resources give it a network effect that was once dominated by the Yellow Pages. With millions of reviews and stores realizing that advertising with Yelp actually helps their business in the long term, the company should outperform for the next 5 years. HOLD until 2019 and reexamine Yelp's network effect and their role in connecting people to businesses.

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Member Avatar GordonsGecko (70.33) Submitted: 2/6/2014 12:18:01 PM : Outperform Start Price: $69.61 YELP Score: -5.25

RB

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Member Avatar CheerUp (61.45) Submitted: 2/4/2014 3:44:45 AM : Outperform Start Price: $75.35 YELP Score: -20.45

Growth still accelerating. Earning will happen.

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Member Avatar Flygal5 (98.93) Submitted: 1/31/2014 5:52:43 PM : Outperform Start Price: $76.75 YELP Score: -20.22

oops I have owned this one for a while, how did I miss putting it in the game?

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Member Avatar iamvoltron (25.35) Submitted: 1/15/2014 3:59:49 PM : Underperform Start Price: $80.93 YELP Score: +20.78

Valuations gone mad.

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Member Avatar smith972 (84.60) Submitted: 12/28/2013 9:59:39 AM : Outperform Start Price: $65.60 YELP Score: -2.48

Revenue is up every quarter and they are projected to have a profit in Dec 2014. We shall see. So here is my submittal to caps but not my real position. I will be watching Yelp.

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Member Avatar Stockllama10 (64.96) Submitted: 12/26/2013 7:42:45 PM : Outperform Start Price: $68.02 YELP Score: -5.87

1.) People will continue to use Yelp.

2.) As another Fool (I'll find their UN) stated, businesses that use Yelp find 15% higher conversion rates than those who don't. Which would make more businesses attracted to it.

3.) http://blog.biakelsey.com/wp-content/uploads/yelp.png.

But, as the Gardner brothers have said, they look for companies that look overvalued by the press. Yelp IS actually overvalued. But it can be more overvalued. I won't sell until this hits bubble levels.

And this is a Gardner-type stock with its market positioning.

But this doesn't just fit Fool standards. It's gigantic collection of active posters and past reviews means that competitors will have a tough time beating it. POW, economic moat.

4.) Yelp reviews for bad restaurants are kind of fun to read. (I know, not on the subject)

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Member Avatar MaliLuke (47.46) Submitted: 12/22/2013 5:27:47 AM : Outperform Start Price: $68.00 YELP Score: -6.78

This stock has gradually won momentum and despite not being profitable yet,revenue has consistently double year-on-year

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Member Avatar GudDanMan (71.66) Submitted: 12/19/2013 11:34:14 AM : Outperform Start Price: $69.93 YELP Score: -10.89

I think that Yelp, despite being overpriced, is in a position to capture a wealth of advertising dollars that are still being held by Yellow Pages and other sources. There are not many decent ways for advertising online outside of google PPC & Adwords and most recently smartphone ads and video ads. I think Yelp is positioned as one of the unique places that businesses will eventually feel comfortable advertising.

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Member Avatar mcclardbc (24.24) Submitted: 12/5/2013 3:29:06 PM : Outperform Start Price: $62.88 YELP Score: -0.83

Yelp still has space to grow it's business for at least 2 to 3 years in the United States. After that it would be natural to expand into the european markets.

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Member Avatar harrusto (< 20) Submitted: 12/2/2013 10:56:40 AM : Underperform Start Price: $59.25 YELP Score: -6.54

We have no clear idea about how high YELP would go but it's at absurd valuation at the moment. We gladly placed a bet on this.

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Member Avatar panda72 (99.80) Submitted: 12/1/2013 3:38:33 PM : Outperform Start Price: $60.06 YELP Score: +5.08

My favorite from the Fool's "Stocks 2014". A real growth engine in a crazy growth market.

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Member Avatar iksnamyzs (80.16) Submitted: 12/1/2013 11:21:24 AM : Outperform Start Price: $60.06 YELP Score: +5.08

hold long term

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Member Avatar PViddy (54.29) Submitted: 11/27/2013 1:40:11 PM : Underperform Start Price: $61.61 YELP Score: -2.25

Phenomenal growth, but no profits. At 20x sales, extremely risky. I think sales growth will slow down from the current torrid pace, pressuring the stock price.

The current market conditions seem to favor very high-growth tech stocks, but this could also change. Reminds me of the 1999-2000 period.

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