Depth of Domain Portfolio — Tucows Reveals

Firm discloses valuable domains and number of domains held.

Domain registration “wholesaler” and service provider Tucows (AMEX: TCX) has revealed data regarding its domain holdings. With over 150,000 domains, the portfolio makes up a significant part of the firm’s value, which likely hasn’t been fully captured in its stock price. Its shares on the AMEX are sitting at $.63, just off a 52 week low of $.53 and well below a high of $1.41. (I’m assuming that Tucows is revealing these details since it doesn’t feel its stock reflects the value.)

Its portfolio includes:
-1,000 domains the firm considers “gems” (see a sample below)
-39,000 surnames (last names), most of which were part of the NetIdentity buyout
-22,000 “brandable” names
-88,000 direct navigation names

Tucows CEO Elliot Noss states the firm has sold thousands of domains and will continue to sell individually and in bundles. Tucows has internal tools to evaluate its domains for faster resale, and sells them through a variety of venues counting live and silent auctions.

Among the firm’s “gems” are:

Actresses.com
Liberals.com
Lutheran.com
Beagles.com
PawnShops.com
Penicillin.com
Cardiologists.com
Divorced.com
DogBreeders.com
Sleuth.com
Tool.com
Lemons.com

The firm will reveal more regarding its portfolio in the future. Although the above domains are good, I question the label of ‘gems’ for a number of the domains identified, which makes me question the domain names that haven’t been revealed. Among the domains the firm views as gems are Brontosaur.com, Puppysitters.com, and TheCompany.com. These are good names, but not ‘gems’ in my book.