Out Fox The $treet

Investors often read only the earnings headlines, but a ton of useful information can usually be gleaned from the related conference calls. For those interested in the online travel industry, HomeAway ( NASDAQ: AWAY     ) provided some useful information on last week's earnings call on the developing marketplace for vacation rentals. The sector is starting to cross over into the traditional online travel industry with a pilot test with Expedia ( NASDAQ: EXPE     ) , and the company is starting to face tough competition from TripAdvisor ( NASDAQ: TRIP     ). Read the full article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

As investors ponder whether Zillow (NASDAQ: Z ) is overvalued at $70, the big picture needs to be considered. The company has a market value of nearly $2.5 billion and revenue that won’t even cross $200 million this year. While it might be difficult to envision it being worth $10 billion at this point, the company appears to have all the makings of a future that big. The company more » Disclosure: No positions mentioned. Please review the disclaimer page for more details.