Out Fox The $treet

Yelp continues running into search engine issues with Google. The stock has surged this month to top $30. The mobile app continues to offer a long-term solution to the Google problem that makes Yelp a long-term investment when the stock cools off. After another search results issue with Google (NASDAQ: GOOG )(NASDAQ: GOOGL ), Yelp (NYSE: YELP ) is firmly on a path to work on solutions to bypass the Internet search giant. Mobile appears the easy and quick solution though uptake remains muted. Read the full article on Seeking Alpha. Disclosure: Long YELP. Please review the disclaimer page for more details. 

Gil Simon of Apex Capital predicts that Yelp (YELP) eventually plays out like Netflix (NFLX) . The recent collapse mirrors the one like Netflix back in 2012. With the premium platform and content, Gil sees a significant rise for Yelp. The video cuts off, but he reportedly suggested a significant rise in Yelp similar to the Netflix rally. Netflix has rallied from under $10 to over $120 now. It sounds like a ride to $100 would be only the start. Disclosure: Long YELP. Please review the disclaimer page for more details. 

The downward momentum continues to add up at Yelp. The local consumer review site provided weak revenue guidance due to a couple of short-term factors that didn't please the market. Yelp continues to have compelling growth in key metrics generally misunderstood by the market which focuses on flawed total unique users. Prior to reporting Q215 earnings , Yelp (NYSE: YELP ) traded at multi-year lows. The momentum the stock saw in rushing above $100 in early 2014 was all about gone so it wasn't a big shock that any perceived negative news sent the stock collapsing in after-hours trading. Read the full article on Seeking Alpha. Disclosure: Long YELP. Please review the disclaimer page for more details. 

Yelp decides to take itself off the sales block sending the stock down 10%. The consumer review site is no longer expensive after a major collapse in the stock this year. Yelp is still failing to significantly improve user growth based on mobile app downloads, suggesting the stock will struggle in the short term. In not such a surprising move, Yelp (NYSE: YELP ) failed to find a buyer willing to pay up for the consumer review site. Though no details exist on any offers or whether any existed at all, the likelihood all along was that Yelp would fail to find a buyer willing to pay for the potential of the site. Read the full article on Seeking Alpha. Disclosure: Long YELP. Please review disclaimer page for more details.

TripAdvisor continued several negative earnings trends during Q1. The online travel review and booking site has several catalysts, including the expected growth in online travel booking in Asia-Pacific. With the CFO transition, TripAdvisor remains on the watch list until a turnaround takes hold. Over the last year, TripAdvisor (NASDAQ: TRIP ) has done the most to trip up its own stock. The online travel review site has consistently missed earnings estimates, even while generating fast growth for a stock worth more than $10 billion. Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Summary Yelp reported highly disappointing Q1'15 earnings. The company has several catalysts to ramp up user growth and move away from a dependence on traffic from Google. The stock is suddenly worth only $3 billion and trades at very reasonable multiple of future revenue. With the stock collapsing to new lows, on the surface it definitely appears that Yelp (NYSE: YELP ) needs some help. The consumer review site already has a well-defined Google (NASDAQ: GOOG )(NASDAQ: GOOGL ) problem that is a major part of the user growth issue, especially internationally. Now the company outlined an internal sales issue and a disappointment with brand advertising adding to the troubles. Read the full article on Seeking Alpha. Disclosure: Long YELP. Please review the disclaimer page for more details. 

Summary Yelp trades at multi-year lows due to user problems and an unflattering documentary. Mobile app provides a solution to the user problem, but it requires execution. Yelp remains an extremely attractive valuation with plenty of upside potential if it can execute on the mobile potential. Though claims continue to persist that Yelp (NYSE: YELP ) extorts business owners to extract advertising spending, Google (NASDAQ: GOOG ) (NASDAQ: GOOGL ) remains the biggest issue. While the Kickstarter documentary is a headache and a concern that could plague Yelp for a while, the company actually has a solution to the Google problem, if it executes. Read the full article on Seeking Alpha. Disclosure: Long YELP. Please review the disclaimer page for more details. 

Summary Yelp reports Q414 earnings that beat analyst estimates. The consumer review site has seen user growth completely stall sending the stock down roughly 20% in early trading. The stock now has an attractive valuation based on growing monetization of local business accounts. Despite strong earnings numbers,  Yelp (NYSE: YELP )  faces an issue with struggling user growth. Most of the metrics used to track the growth of the company remain in major growth mode, but the consumer review site is struggling to expand much beyond the 130 million MUUs (monthly unique users) that it first reached during Q114. Read the full article at Seeking Alpha.  Disclosure: Long YELP. Please review the disclaimer page for more details. 

With Amazon.com ( NASDAQ: AMZN     ) expected to enter the local services space this year, it suggests taking the time to recheck the prospects of Angie's List ( NASDAQ: ANGI     ) if Amazon.com sees the space as valuable. Angie's List went public back around the same time as Yelp ( NYSE: YELP ) , but the results have been dramatically different for the related local service stocks. From the beginning, the free-to-join platform of Yelp scaled quicker and attracted more users, but in the end, Angie's List had the higher-quality paid and verified members. In that way, it's the ultimate tortoise versus the hare scenario. Yelp has quickly amassed 132 million monthly users, and Angie's List is stuck with only 2.6 million paid members. Will the paid members eventually have more value? Read the full article here . Disclosure: Long AAPL and YELP. Please review the disclaimer page for more details. 

Summary International expansion provides growth catalyst. Cohorts nearing 10-years old are still growing in the 60% range. The stock is approaching cheap valuations based on growth prospects. The incredible part of the Yelp ( YELP ) story is the consumer review site is only getting started internationally. During April, the company entered the 26th country in the form of Japan, but it only obtains roughly 3% of revenue from those international locations. Read the full article at Seeking Alpha.  Disclosure: Long YELP. Please review the disclaimer page for more details. 

Interesting analysis from Piper Jaffray senior analyst Gene Munster on Yelp (YELP) . Along with Zillow (Z) , these new-age Internet companies are attracting the business clients. Long-term these businesses could have more staying power than a social media stock that loses the cool factor. Yelp and Zillow provide consumers with real actionable information that is attractive to a business. Disclosure: Long Yelp and Zillow. Please review the disclaimer page for more details.

The fundamentals of a company aren't always represented in the corresponding stock price and, vice versa, the stock price isn't always reflective of a company's true value. In the case of Yelp ( NYSE: YELP     ) , the company has been firing on all cylinders, generating fast growth and expanding internationally. The stock, however, continues to experience extreme volatility, with price swings of more than 5% in both directions. Lately though, the stock has declined 20% after large gains earlier in the year. Yelp competes in the heavily competitive online consumer review market and is attempting to grab the $133 billion spent on local advertising, particularly the $7 billion spent on Yellow Pages. It competes against other online companies such as Angie's List ( NASDAQ: ANGI     ) and Facebook ( NASDAQ: FB     ) for a share of not only Yellow Pages spending, but billions of other ad dollars spent on local avenues like television, billboa...

One thing for sure, the stock market is not very forgiving of growth stocks that miss earnings estimates, no matter the amount. In the case of Angie's List ( NASDAQ: ANGI     ) , the stock continued a month-long collapse after a third-quarter earnings miss. The company that offers paid members access to reviews of local service professionals generated revenue growth of 56%, yet it wasn't enough to meet analyst estimates. The company remains under extreme pressure to justify how paid memberships outweigh the free reviews on sites like Yelp ( NYSE: YELP     ) . The difference in stock valuations signals that the market thinks the free versions with larger user bases are more valuable. However, investors need to remember that the market tends to overreact and a reversion to the mean could take place in 2014. Remember that Yelp spent most of 2012 in the doghouse trying to convince the stock market that user reviews were a valuable service. Read the f...

In the last month, the price for shares of Angie's List ( NASDAQ: ANGI     ) has absolutely collapsed. The company offers paid subscribers access to reviews of local service professionals and is under extreme pressure to show that paid memberships outweigh the free reviews on sites such as Yelp ( NYSE: YELP     ) . The user review sites both came public around the start of 2012 with valuations in the general $1 billion range, but after the recent weakness in Angie's List's price the stocks have vast discrepancies making them worth another review. The recent declines in Angie's price should also be a major warning that Yelp investors should never get too comfortable. The fundamental case for either stock can shift quickly. Read the full article here . Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Though Angie’s List (NASDAQ: ANGI ) continues to produce extremely fast revenue growth, the market was disappointed with the forward guidance for Q3. The provider of verified user reviews showed a large increase in operating leverage though the level of losses might continue to scare off investors. Angie’s List's valuation continues to make an interesting debate between it and fellow consumer review site Yelp (NYSE: YELP ) . Both stocks more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

As investors ponder if Yelp (NYSE: YELP ) is overvalued at $42, the big picture needs to be considered. The company has a market value of $2.7 billion and revenue that will only cross $200 million this year. While it might be difficult to envision it as worth $10 billion at this point, the company appears to have all the makings of a future that big. The company is a more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

The local ad market offers tons of opportunity and Yelp (NYSE: YELP ) provides possibly the best way to play that market . The local online ad market already has reached $23 billion of the roughly $100 billion spent in local ads each year. Yelp is quickly placing itself as the place to generate high quality leads via check-ins, reservations, clicks to their websites, phone calls, and even directions with a depth more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

While performing research for an article on Netflix ( NFLX ) , the constant discussion on original content made me wonder about other content generators. Especially when considering the massive valuations of entertainment content companies. As an example, nonfiction content creator Discovery Communications ( DISCA ) has a market value of $28B and The Walt Disney Corporation ( DIS ) is worth $111B. Is it possible for user generated content to ever create companies of that size? All of those firms are vastly different from a focus of distributing content in the case of Netflix to the creating content for a vast network of cable channels at Discovery to creating films and TV shows at Disney. In general, all of the companies are involved in the creation and distribution of entertainment content that has historically had significant value creation. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more deta...

After reporting earnings on Wednesday night, Yelp (YELP) soared nearly 20% over the next two trading days. Why did this social media play jump while so many others have been falling to lows? The company connects people with great local businesses via more than 30M local reviews and approximately 78M unique visitors during Q2 2012. The main reason for the surge is that Yelp reported stronger revenue numbers that led to a solid EBITDA beat. The company also successively talked about the potential of mobile monetization though the actual results were immaterial. In reality, the company appears to have the same issues as Facebook (FB) so far. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.