eBay: An Extremely Attractive Buyout Target
June 21, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Harry Long submits:
At $22.16 a share on Friday, eBay (EBAY) is an extremely attractive buyout target. It has that rare combination of stable free cash flows, low capital expenditures, and a cheap valuation relative to its quality.
There is absolutely no question that the eBay’s auction/marketplace business is organically growing more slowly and that growth by acquisition of regional powerhouses such as Korea’s Gmarket could be the key driver of growth for that business line in the future.
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For Google and eBay: A Useful Way to Monetize Social Media
June 1, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Kevin Lawton submits:
Now here’s a startup idea that I’d love to see materialize: allow people to embed small financial incentives to questions asked on Twitter. Would be great to plug into PayPal (EBAY), Kachingle or other micro-payment play. Google (GOOG), you were looking for a way to out-do Twitter, no?
There’s all this latent power of social networks, formed by people with at least a little disposable income and who have followers in their networks. In the same way that someone would jump on Yelp to find out where to eat or go, why not send a query to your Twitter or Facebook networks? They would potentially have more contextual information about you and your preferences than would, say, be known by Yelp in its efforts to direct you to a particular set of venues. But what makes it more interesting is that a person may want to trade off money for time. For example if they don’t have the time or wireless bandwidth to play around with surfing the web or using mobile apps, they may be interested in offering a small monetary incentive for a prompt and appropriate response (which they can check at their convenience).
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eBay’s 10% Upside
April 27, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Trefis submits:
eBay (NASDAQ:EBAY) has made concerted efforts lately to improve its customer service with respect to sellers and buyers on its platform. We believe reduced take rates, innovative mobile apps for devices like the iPhone and iPad, and the launch of a new fashion platform will benefit eBay by encouraging sellers to list more merchandise on its platform.
Merchandise Listings on eBay Expected to Increase
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eBay Remains a Powerhouse: Shorts Miss Forest for Trees
April 27, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
Jeffrey Walkenhorst submits:
eBay (EBAY) reported 1Q10 financial results last week (results can be found on eBay’s site here; conference call transcript can be found on Seeking Alpha here) and plenty of press articles covered the results. We’re not going to recount figures in this post as we have limited time, but we wanted to go on record now that — in our view — the company’s current and future earnings power remain impressive.
As a result, we expect shares to track moderately growing earnings higher over time. Also, at 15x forward earnings (7% earnings yield), we see some room for further multiple expansion that should juice share performance as earnings increase for this E-commerce stalwart. Shares are currently trading at 13x consensus 2011E earnings.
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eBay: PayPal, International Expansion Keys to Driving Growth
March 23, 2010 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Long Investment
YCHARTS.com submits:
eBay (EBAY) is up close to 100% over the past 10 years. Solid results for sure, but if you bought after 2003 it has a been a tough ride. Recently, eBay is showing signs of strength since the March lows. PayPal and the large global payment opportunity are reasons to consider eBay right now.
eBay’s market capitalization is $35 billion with revenues approaching $9 billion for the last 12 months. Below we drill into the key growth, profitability and valuation metrics below and access the attractiveness of the company.
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eBay: Growth at the Right Bid
October 15, 2009 by Seeking Alpha
Filed under Investment Ideas
Original Article from Seeking Alpha Editor’s Pick
Chuck Carnevale submits:
"We are positioning this company to compete and win across a range of profitable ecommerce platforms focused on connecting buyers and sellers across the platform of their choice."
Founded in San Jose, California on September 3, 1995, eBay has carved out a unique position in the retail space based on e-commerce. Earnings growth has averaged an incredible compounded 48% per year (See purple circle in Figure 1 below).
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eBay Dangles a Carrot to Pacify Its Sellers
August 20, 2009 by
Filed under News
Zacks.com submits:
eBay Inc. (EBAY – Analyst Report) recently revised its incentive scale in an attempt to pacify ruffled sellers who are facing shrinking profit margins. The company also expects the new policies to encourage the best sellers to stick with eBay.
The company now promises a 20% discount to top-rated sellers on its Direct Seller Ratings (DSR) system. The rating system outlines four criteria based on which the vendor and the buying experience are evaluated by the buyer.
GM to sell cars on eBay
August 10, 2009 by
Filed under Daily Alerts
WASHINGTON – GENERAL Motors and eBay announced on Monday that the US automaker, which emerged from bankruptcy protection a month ago, will begin selling new cars and trucks on the online auction site.
The programme will initially involve 225 Chevrolet, Buick, GMC and Pontiac dealerships in California, GM and eBay said in a statement.
Cisco: Perfect Home for eBay’s Skype?
August 6, 2009 by
Filed under News
The 451 Group: Inorganic Growth submits:
by Thomas Rasmussen
In eBay’s (EBAY) recent report on second-quarter results, the online auction house announced a somewhat disappointing performance in its two core businesses, Payments and Marketplaces, but did see strong results from a surprising source: Skype. The VoIP service increased year-over-year revenue by 25%, while overall sales declined as the legacy Marketplaces revenue sank 14%. Skype revenue hit $170m in the quarter, bringing sales for the division over the past year to $587m. The service is closing in on a half-billion users, finishing June with 481 million users. All in all, that’s a solid performance for a unit largely considered the bastard child of the Silicon Valley auction giant.
Amazon vs. eBay: 2 Charts Say It All
August 4, 2009 by
Filed under News
Scot Wingo submits:
James Mitchell at a little firm called Goldman Sachs, put out an interesting report Monday that seemed to address concerns around pressure that video game console declining sales put on Amazon (AMZN) for Q2. In there he looks at some of the ‘heartbeat’ metrics of the business and compares them to eBay as a comp.
