Zillow, Inc. (NASDAQ:Z)

CAPS Rating: 2 out of 5

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Member Avatar meridius91 (43.14) Submitted: 4/16/2015 10:23:26 AM : Outperform Start Price: $94.81 Z Score: +2.29

Zillow has a dominate position in the reality market now that their acquisition of Trulia has completed. Next up, growing margins

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Member Avatar RedbirdNation (< 20) Submitted: 4/16/2015 10:04:49 AM : Outperform Start Price: $94.64 Z Score: +2.54

Best tool available if looking to buy a home. As millennials continue to enter the work force, this will be the only tool they use to buy homes during their lifetime. Very user friendly and disruptive to an arcane industry. No real competitor after Trulia acquisition. Beaten down currently, should rebound nicely.

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Member Avatar andrewtraylor (46.30) Submitted: 4/14/2015 4:08:54 PM : Outperform Start Price: $92.67 Z Score: +4.68

Way off highs, should catapult higher within 12-18 months.

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Member Avatar bartlettmi (74.76) Submitted: 4/13/2015 11:10:30 AM : Outperform Start Price: $94.86 Z Score: +2.41

While a lot of good stuff is probably priced in given its valuation, it is a dominant force in an absolutely massive "market" - so I'm willing to nibble here...

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Member Avatar bobsmithjr (< 20) Submitted: 4/7/2015 4:25:01 PM : Outperform Start Price: $94.41 Z Score: +1.58

Best real estate tool online available

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Member Avatar anindakumars (46.44) Submitted: 4/2/2015 1:39:48 PM : Outperform Start Price: $100.50 Z Score: -5.22

this is going to be the go to site for purchasing a house. As the economy keeps recovering, a housing boom would translate into a boom for this stock as well. Also they continue to improve their monetization of their website with more realtors signing up to be on Zillow.

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Member Avatar HitlerCube (55.38) Submitted: 4/1/2015 9:27:32 PM : Outperform Start Price: $98.70 Z Score: -3.79

TY

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Member Avatar seektheguru (49.44) Submitted: 3/5/2015 10:31:08 PM : Outperform Start Price: $113.31 Z Score: -14.50

Great leadership and solid model.

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Member Avatar BASSALDMF (58.10) Submitted: 3/5/2015 10:12:28 PM : Outperform Start Price: $113.31 Z Score: -14.50

recovery of RE expected as economy grow, and rich population number increase

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Member Avatar Dreadnought (63.97) Submitted: 2/28/2015 10:46:33 AM : Underperform Start Price: $115.39 Z Score: +15.39

HOMS

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Member Avatar moneyman999 (46.94) Submitted: 2/26/2015 7:13:26 PM : Outperform Start Price: $116.46 Z Score: -15.93

Quickly cornering the market in real estate services

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Member Avatar 401ktimer1 (90.25) Submitted: 2/21/2015 12:30:39 PM : Outperform Start Price: $121.02 Z Score: -19.76

Why I like Zillow:
* With Trulia's purchase, they don't have a true competitor in the space - together they control 85% of real estate web traffic in the US!
* Being a technology company, their costs will continue to go down and even more so with the merger savings in the near term.
* Valuation is not too high -- $4B enterprise value for a company that is going to be a key player in US real estate market for years to come. I can see at least $200 to $300 million annual net income in the near future.

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Member Avatar SmoothHughes (86.14) Submitted: 2/19/2015 12:44:42 PM : Outperform Start Price: $125.76 Z Score: -22.68

I love a good disruptor and Zillow is disrupting the monopoly of the MLS and realtors using internet technology.

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Member Avatar RINDER (25.79) Submitted: 2/8/2015 4:33:14 PM : Outperform Start Price: $100.21 Z Score: -5.67


Undervalued

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Member Avatar stanfurfiord (78.42) Submitted: 1/24/2015 12:03:00 PM : Outperform Start Price: $105.90 Z Score: -10.86

continuing mergers and creating market demand with new tools for agents, rentals, and single family

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Member Avatar Chemdawg (25.14) Submitted: 1/15/2015 2:50:42 PM : Underperform Start Price: $96.51 Z Score: +4.46

seriously? ha ha ha ha ..... no....

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Member Avatar lovepeace (64.90) Submitted: 1/8/2015 8:18:42 PM : Underperform Start Price: $103.94 Z Score: +8.31

I used to have a green thumb on this but the National Association of Realtors still has all the control here (they own the MLS listings) and the moat for Zillow just isn't that big. News Corp is supposedly buying Realtor.com. In the end it's just another website making money off advertising. Not that great a story to me anymore. It will do well during housing boom times but long term, meh.

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Member Avatar TMFAwesome (97.29) Submitted: 1/8/2015 4:14:47 PM : Outperform Start Price: $103.94 Z Score: -8.31

Convinced due to @TMFJMo's insight in different ways Zillow is able to generate revenue and how they are acquiring competitors like Trulia to gain marketshare.

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Member Avatar ConwayCrow (32.67) Submitted: 1/8/2015 12:16:28 AM : Outperform Start Price: $101.92 Z Score: -7.66

piecing together a broken market

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Member Avatar timmysweets (42.85) Submitted: 10/18/2014 7:38:37 PM : Outperform Start Price: $104.66 Z Score: -18.73

Cornered the online realestate market.

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