Mark Holder
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Mark Holder in Out Fox The $treet,

Out Fox The $treet: November 2, 2017

Stocks to watch on Thursday:

Yelp (YELP) - market doesn't understand the Q4 guidance doesn't include Eat24 that was sold to GrubHub (GRUB). Buy any dips. 

Glu Mobile (GLUU) - solid Q3 numbers including bookings up at $85.7 million. Buy any dips with the stock valuation at $500 million and annual bookings above $300 million. 

Fitbit (FIT) - remains an interesting play as Q3 results and Q4 guidance continue to show stability in the wearables sector. The stock is only worth $1.5 billion. The risk appears low at these levels with plenty of upside if Fitbit hits a major growth period. 

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Disclosure: Long YELP, GLUU