{"id":36053,"date":"2013-02-08T15:09:42","date_gmt":"2013-02-08T20:09:42","guid":{"rendered":"http:\/\/countingpips.com\/forex-news\/?p=36053"},"modified":"2013-02-08T15:09:42","modified_gmt":"2013-02-08T20:09:42","slug":"jeff-reeves-and-charles-sizemore-discuss-linkedin-earnings-on-the-slant","status":"publish","type":"post","link":"https:\/\/www.investmacro.com\/forex-news\/2013\/02\/08\/jeff-reeves-and-charles-sizemore-discuss-linkedin-earnings-on-the-slant\/","title":{"rendered":"Jeff Reeves and Charles Sizemore Discuss LinkedIn Earnings on The Slant"},"content":{"rendered":"

By The Sizemore Letter<\/u><\/a> <\/p>\n

From Jeff Reeves’ The Slant<\/a>:<\/p>\n

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After blowing out its earnings report after the bell on Thursday, LinkedIn (NYSE:$<\/span>LNKD<\/a>)<\/strong> popped 18% intraday on Friday and is challenging $150 a share. After offering at just $45 for its May 2011 IPO, shares have tripled in a little more than a year and a half for insiders \u2014 and for those who bought during a brief dip to around $70 after profit taking from the IPO, LNKD has been a doubler in short order.<\/p>\n

Charles Sizemore of Sizemore Capital Management was good enough to chat about LinkedIn with me, and we both agree that LNKD has a much better model than Twitter or Facebook (NASDAQ:$<\/span>FB<\/a>)<\/strong> thanks to the focus on corporate customers and a more educated and wealthy consumer base. There\u2019s also the potential for long-term disruption to the entire job-seeking process online as it steals market share from other job posting\/seeking services like Monster Worldwide (NYSE:$<\/span>MWW<\/a>)<\/strong>.<\/p>\n

The problem, however, is that the valuation is just way too rich right now. After all, if Apple Inc. (NASDAQ:$<\/span>AAPL<\/a>)<\/strong> has taught us anything it\u2019s that growth doesn\u2019t always equal big returns for shareholders.<\/p>\n

While there are companies like Amazon (NASDAQ:$<\/span>AMZN<\/a>)<\/strong> that continue to see nosebleed valuations for the long-term, I think it\u2019s a risky game \u2014 and not one that I would participate in considering the alternatives as the Dow tops 14,000 and investors start talking about a friendlier bull market in 2013 and beyond.<\/p>\n<\/blockquote>\n

SUBSCRIBE <\/a><\/strong>to Sizemore Insights<\/em>\u00a0via e-mail today.<\/p>\n

The post Jeff Reeves and Charles Sizemore Discuss LinkedIn Earnings on The Slant<\/a> appeared first on Sizemore Insights<\/a>.<\/p>\n

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