zipRealty Inc. (ZIPR)

All Comments on ZIPR

  • commenter
    Aug 06 09:20 PM
    Three Opportunities to Buy Small Cap Stocks at Cash Value [view article]
    Interesting, compelling analysis . . . yet for one of these three, at least, some confusion in numbers. Autobytel issued their 2Q 08 data today -- not particularly great, to be sure -- but they note a cash position of $35.7M as of 6/30/08 and $27.6M as of 12/31/07. (Short-term investments don't add much.) What's the basis for your $44M figure...and does this not now reduce the threshold below the roughy $1 or $1- and-teens-cents point? Reply
  • commenter
    Jul 21 08:32 AM
    Three Opportunities to Buy Small Cap Stocks at Cash Value [view article]
    All three companies are reporting losses, so the burn rate of their cash is pertinent to this analysis. SOLD at least reported a lower rate of loss in the March quarter and also owns the best chart by far among these three stocks. Reply
  • commenter
    May 18 07:44 PM
    My Website
    Microsoft’s Shopping List [view article]
    Microsoft would be stupid to buy a property website in the US because they all lose copious amounts of money. They should look at markets overseas where big profits are made from connecting realtors to buyers. Rightmove (UK), ImmobilenScout24 (Germany), SeLoger (France) and REA Group (Australia) all make 30-40% profit margins and have - collectively - created billions in new wealth for their owners. Why should Microsoft back companies that only lose money ? Backing winners would seem a more sensible course. Reply
  • commenter
    May 15 07:37 PM
    My Website
    Blue Nile, ZipRealty Down; WebMD, Monster Up [view article]
    How can you say WebMD "outperformed&quo... when it lowered its 2008 forecast just a week before? You still dont understand their business if you are still advocating this stock as a buy. Reply
  • commenter
    May 09 02:39 PM
    Google Real Estate in Secret Beta; Threat to Cendant, Move.com, HouseValues, ZipRealty (CD, GOOG, HOMS, SOLD, ZIPR) [view article]
    As a home owner who is looking for a new home (I am an gen X ) I would say that the internet is the only way to go- we find listings through zip realty, google, trulia, zillow, realtor.com (Zip is the best as it allows the best search options). Then we map it on google earth to see the property over all ~ie will it fit our toyhauler? RV gate dose not mean RV parking ~ the we search the web for any other pictures we can find - drive by it our selves then if we want to see it call our realtor. Saves everyone time. So realtors are needed although 6% seems pretty high to settle terms and sign papers! She does not match us with houses on her own only set up a search on their sight that usually does not narrow down our specifics enough. When we drive by a property we like we take down an address then hit the web We are amazed when we can't find it on the web and we don't persue it any further in this market there are too many hosues out there to be calling a bunch of realtors only to have them bicker about who is representing who is listing who is co-listing etc etc . The realty model is going to have to change becaouse it is driving us out . we are going to list our house ourselves as soon as our realtor contract runs out. Why pay 6% for the realtor when that can amount to over half of your profit? Any way just my perspective. Reply
  • commenter
    May 06 09:50 PM
    What Should Microsoft Buy Instead? [view article]
    Agree with previous commentator, Baidu is the MSFT acquisition which stikes fear in the hearts of the Google founders who could never compete due to U.S./China relations and antitrust considerations. And it represents the future, while Yahoo represents the unsuccessful past. Reply
  • commenter
    May 06 12:23 PM
    My Website
    Microsoft’s Shopping List [view article]
    SA editors,

    Where is Sramana's disclosure regarding the above mentioned stocks?
    Reply
  • commenter
    May 06 01:48 AM
    What Should Microsoft Buy Instead? [view article]
    Nice job ignoring the 800lb gorilla in the room. Microsoft could buy Baidu for somewhere south of $20b and get a jump on Google in China. After all, its Google is Microsoft's natural competitor and China is the next big prize. I'm surprised you didn't even mention it. Reply
  • commenter
    May 05 10:35 PM
    My Website
    What Should Microsoft Buy Instead? [view article]
    Extraordinary article! In all the intensity of this Yahoo-Microsoft almost-deal, we might have forgotten to ask the most relevant question in the first place: why does Microsoft need Yahoo? Which is to say, how come Microsoft, with all its might, has been unable to build a relevant, coherent Web presence by itself? In part, this link to an incredible video in YouTube entitled "Microsoft Re-Designs the Ipod Packaging" explains it: www.youtube.com/watch?...

    Microsoft has grown to be a soul-less corporation that has lost touch with what consumers value today. Yahoo is not far behind -hence its woes-. The difference between these two companies and the portfolio mentioned in your article is that the latter includes true representatives of the Web 2.0 ethos: nimble, personal, creative, emotional. I am afraid Microsoft's corporate culture will simply smother everything it touches. It is good that the deal Yahoo-Microsotf didn't take place: most likely, it would have been another AOL-Time Warner or Sprint-Nextel.
    Reply
  • commenter
    May 05 10:16 PM
    My Website
    What Should Microsoft Buy Instead? [view article]
    Unload MSN to Yahoo! (or to somebody interested). Microsoft will have to pay for it, but it's better than continue to lose at rate of almost a billion a year. Reply
  • commenter
    May 05 10:09 PM
    What Should Microsoft Buy Instead? [view article]
    How about they throw a curve ball and buy AMD...Ridiculously cheap, getting back on track...oh who the hell knows? Reply
  • commenter
    Apr 18 10:52 AM
    Zillow Aims to Disrupt Lending Market With Its Mortgage Marketplace [view article]
    Disrupt the lending market? Isn't it essentially in shambles already? I think we're just dropping an ice cube in an already boiling-over pot. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on ZIPR
    Is this a buy or a sell? Reply
  • commenter
    Apr 03 12:38 PM
    My Website
    Zillow Aims to Disrupt Lending Market With Its Mortgage Marketplace [view article]
    tcornelison is absolutely right. Answering the question, "What's are your fees and your best rate?", cannot be answered in today's mortgage lending environment. It really does take time to analyze the client's total situation (credit, income, LTV). There are so many new changes that have been implemented just within the past 6 months. Finally, Malkiel is also right, find a credible lender from personal referrals that will provide you the level of service that you need.

    @Dectra - You completely missed the point of the Zillow product. Zillow will not give provide your info to the lenders like Lending Tree does now. It sounds like you had a good experience with LT but they do provide all of your info (income, contact info, etc) to the lenders.

    Good luck to Zillow, I am sure it will be successful for them.
    Reply
  • commenter
    Apr 03 11:06 AM
    Zillow Aims to Disrupt Lending Market With Its Mortgage Marketplace [view article]
    Anyone who's taken out a mortgage or refinanced in the last few years has been treated to an avalanche of offers from unscrupulous mortgage and insurance brokers flooding their mailbox. It's likely that these predators and scam artists will be the pool of interested parties on the other end, not legitimate mortgage companies. Zillow has a great concept web site that still doesn't work right for the home listing end, so they should concentrate on fixing that part of what they do. They also need to explain to the growing unhappy portion of their users just how their "zestimates" of home values are calculated, because it's patently unfair to the homeowners to have to negotiate with buyers over an estimate made in black-box fashion that they can't argue against. Reply