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IB Net Payout Yields Model

What Company Will Win The Race To $1,000?

Just last year Apple ( AAPL ) appeared set to win the race amongst a group of select tech stock to reach $1,000. Though the company had become the largest valued stock in the world, it still was competing with Google ( GOOG ) and Priceline ( PCLN ) to be the first to reach the magical $1,000 mark. Clearly reaching such a figure is partially the function of not splitting the stock, but it also is indicative of truly fast growth. With Apple plunging to below $400 in early 2013, most investors probably don't even consider it has having a chance to even reach $1,000 period much less beat Google to that number with it trading at $890. Typically those are the stocks discussed in that race to $1,000, but it actually appears that Priceline will easily win the contest with it now trading near $960. Time will tell so let's review the possibilities as the probability of reaching that magical figure is higher than most think these days. Read the full article at Seeki...

Will Ctrip's Stock Ever Fly Again?

After trading as high as $50 in early 2011, Ctrip.com International (NASDAQ: CTRP ) continues to languish in the low $20s. Even with a growing revenue base, the company faces margin pressures from online entrants to the travel market in China and a general lack of interest in Chinese stocks. Ctrip is a leading travel service provider of hotel accommodations, airline tickets, packaged tours, and corporate travel management in China more » Disclosure: Long BIDU. Please review the disclaimer page for more details. 

Mobile Monetization Index - November

This article is the second in a monthly series to analyze the stocks at the forefront of the monetization of the trend towards mobile data traffic. The original mobile monetization index highlighted the leading public companies. The concept was created as the market continuously lumped the new mobile stocks into the original failures of the relatively old companies such as Facebook (FB) and Google (GOOG) . Recently Facebook reported a huge improvement in the monetization of mobile traffic providing hope for the sector A range of companies benefiting from this shift to mobile traffic continues to grow. The industries range from Advertising to Real Estate to Travel with varying degrees of success and profits. Read the full article at Seeking Alpha. Disclosure. Long AAPL, GLUU, VELT. Please review the disclaimer page for more details. 

Kayak: An Advantage In Mobile Travel Bookings

Kayak ( KYAK )  went public in an IPO at $26 on Friday. This price was above the original $22-$25 range and raised $91M for the company. The stock opened up 15% at $30.10 and now trades in the $33 range. The company proclaims itself as the best place to plan and book travel. The basic focus of the company is to enable people to easily research and compare accurate and relevant information from hundreds of other travel websites in one comprehensive, fast and intuitive display. The initial thought when the company filed to go public was that of just another internet travel company. My past experience on the website wasn't that impressive though my last visit went back a few years. At the time it was vastly underwhelming to use or at least that was my experience. Read the full article at Seeking Alpha.  Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Emerging Market Stocks Are Ripe For Buying: India Focus

After a very cool summer in the markets, emerging market equities appear ready to emerge from the depths of massive losses for a warm winter. Inflation fears pushed investors away from the fast growing sector in droves in 2011, but now that inflation has begun easing now might be the time to return to the sector. Almost all of the emerging markets are down for the year, especially the leading BRIC markets. These inflation fears were somewhat misplaced since they were based on year over year comparisons of very volatile commodities. For example, copper prices soared to $4.6/lb in February which was a lot higher than in 2010, but only slightly higher than the peak back in 2008. Is that really inflation especially rampant inflation? Read the full article at Seeking Alpha. Disclosure: Long IBN. Please review the disclaimer page for more details.