RBC Capital analyst Mark Mahaney named Yelp (YELP), TrueCar (TRUE), and LendingTree (TREE) as his top small cap Internet stocks. Yelp's sales force productivity issues in Q4 were probably "temporary," and its platform carries "rising strategic value," the analyst stated. TrueCar may have the biggest positive turnaround among small and medium size Internet stocks this year. He thinks that "TrueCar addresses a critical consumer need, has a large addressable market, and presents a differentiated value proposition to both car dealers and consumers." LendingTree's (TREE) total available market is "large and underpenetrated," while its mortgage unit has "strong secular tailwinds," according to Mahaney.