"I started in YELP today (85.9) for this very reason... Began a 1/3 position. If it drops a bit lower I'll add the other two portions. If all three are bought, it will be 30% of my portfolio. And I have no intention of…"
"Would it make sense to begin a position here prior to earnings since it was in the high 37s on Friday, or wait until after release? I would have started a position on Friday, but funds had not settled...."