# CRTO **URL:** \ **Category:** Saul’s Investing Discussions\ **Created:** [February 12, 2015, 2:57pm UTC](https://discussion.fool.com/t/crto/33804 "2015-02-12T14:57:28Z")\ **Posts on this page:** 7\ **Page:** 1
**Author:** ![vanliew](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/vanliew/32/3747_2.png) [@vanliew](https://discussion.fool.com/u/vanliew)\ **Post date:** [February 12, 2015, 2:57pm UTC](https://discussion.fool.com/t/crto/33804/1 "2015-02-12T14:57:28Z")
This company’s share price and value have been ‘in a zone’ for 3 months since last big run up after last quarter’s earnings report. Not much news out there; presentation at a conference, limited analyst reporting, and some new help to travel services in their advertising. I am thinking the zone and valuation are uncoupled with the growth in revenue and earnings. Next week, 2/18, is quarterly reporting. Now, is seeming like a good time to increase the position, possibly with some profits from others that have run ahead in the last few weeks. Sound-boarding and waiting for resonance, KLVanLiew ---
**Author:** ![SaulR80683](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/saulr80683/32/4661_2.png) [@SaulR80683](https://discussion.fool.com/u/SaulR80683)\ **Post date:** [February 12, 2015, 3:51pm UTC](https://discussion.fool.com/t/crto/33804/2 "2015-02-12T15:51:01Z")
_Criteo’s share price and value have been ‘in a zone’ for 3 months since last big run up after last quarter’s earnings report._ Hi KL, I agree, CRTO has been in a narrow zone, and their earnings will be up a minimum of 100% (from 13 to 26 cents - last quarter they made 27 cents, up from 12 cents, and Dec quarter tends to be larger for an advertising company). However, be aware, that they are are at a pretty high PE, and if they do come in a 26 cents, they will have trailing earnings of 87 cents, and at the current price of $40.28, they will have a trailing PE of 46. (Of course, earnings per share were up about 300% in 2014, and if they are up just 100% in 2015 their PE will drop from 46 to 23.) Saul ---
**Author:** ![XMFgoLong](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/xmfgolong/32/2042_2.png) [@XMFgoLong](https://discussion.fool.com/u/XMFgoLong)\ **Post date:** [February 12, 2015, 3:56pm UTC](https://discussion.fool.com/t/crto/33804/3 "2015-02-12T15:56:53Z")
I really like CRTO for the long run. You may recall that I did a bit of portfolio cleaning around mid-Jan and had some cash sitting around. With that cash, I have since added to my positions in EPAM, CRTO, PRLB (prior to earnings), and CHUY. I like CRTO quite a bit and it’s around 2.2% of my portfolio, so it’s about an average sized position for my portfolio with 48 positions. I also have written puts to look at adding at better value points. Anirban ---
**Author:** ![SaulR80683](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/saulr80683/32/4661_2.png) [@SaulR80683](https://discussion.fool.com/u/SaulR80683)\ **Post date:** [February 12, 2015, 4:18pm UTC](https://discussion.fool.com/t/crto/33804/4 "2015-02-12T16:18:53Z")
_I really like CRTO for the long run… I did a bit of portfolio cleaning around mid-Jan and had some cash sitting around. With that cash, I have since added to my positions in EPAM, CRTO, PRLB …and CHUY. I like CRTO quite a bit and it’s around 2.2% of my portfolio, so it’s about an average sized position for my portfolio with 48 positions._ Hi Anirban, Yes it’s about 6.8% of my portfolio, which is a tad above average also, with 16 positions in my portfolio. I also like it a lot, but wouldn’t go much bigger with a stock with so much future expectation baked in. Saul **For FAQ’s and Knowledgebase** **please go to Post #5584** ---
**Author:** ![XMFgoLong](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/xmfgolong/32/2042_2.png) [@XMFgoLong](https://discussion.fool.com/u/XMFgoLong)\ **Post date:** [February 12, 2015, 4:24pm UTC](https://discussion.fool.com/t/crto/33804/5 "2015-02-12T16:24:58Z")
_Yes it’s about 6.8% of my portfolio, which is a tad above average also, with 16 positions in my portfolio. I also like it a lot, but wouldn’t go much bigger with a stock with so much future expectation baked in._ That’s spot on advice. I couldn’t agree more. There’s a lot of expectations baked into CRTO’s valuation and a small stumble could see the stock crashing down. Anirban ---
**Author:** ![vanliew](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/vanliew/32/3747_2.png) [@vanliew](https://discussion.fool.com/u/vanliew)\ **Post date:** [February 12, 2015, 4:28pm UTC](https://discussion.fool.com/t/crto/33804/6 "2015-02-12T16:28:11Z")
I read you Saul. Thanks. Watching, like a hawk, KLVanLiew ---
**Author:** ![vanliew](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/vanliew/32/3747_2.png) [@vanliew](https://discussion.fool.com/u/vanliew)\ **Post date:** [February 12, 2015, 4:33pm UTC](https://discussion.fool.com/t/crto/33804/7 "2015-02-12T16:33:56Z")
Always great stuff Anirban. Thanks. Watching, like a hawk, KLVanLiew