Internet Services

September 25, 2015

Buy ($175)

Companies covered: NIC Inc. (NASDAQ:EGOV), Moneysupermarket.Com Group PLC (LON:MONY), FNFV Group (NYSE:FNFV), Realogy Holdings Corp. (NYSE:RLGY), RE/MAX Holdings, Inc. (NYSE:RMAX), Ellie Mae, Inc. (NYSE:ELLI), CoreLogic, Inc. (NYSE:CLGX), Zillow, Inc. (NASDAQ:Z), QuinStreet, Inc. (NASDAQ:QNST), LendingTree, Inc. (NASDAQ:TREE), Bankrate, Inc. (NYSE:RATE), The Priceline Group Inc. (NASDAQ:PCLN), News Corporation (NASDAQ:NWSA), First American Corporation (The) (NYSE:FAF), Expedia, Inc. (NASDAQ:EXPE), DEMANDWARE, INC. (NYSE:DWRE), Speed Commerce, Inc. (NASDAQ:SPDC), Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), SAP SE (NYSE:SAP), PFSweb, Inc. (NASDAQ:PFSW), Oracle Corporation (NYSE:ORCL), Netflix, Inc. (NASDAQ:NFLX), International Business Machines Corporation (NYSE:IBM), Gaiam, Inc. (NASDAQ:GAIA), eBay Inc. (NASDAQ:EBAY), Carter's, Inc. (NYSE:CRI), Costco Wholesale Corporation (NASDAQ:COST), iPass Inc. (NASDAQ:IPAS), VASCO Data Security International, Inc. (NASDAQ:VDSI), j2 Global, Inc. (NASDAQ:JCOM), GlobalSCAPE, Inc. (NYSEMKT:GSB)