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Fast Money Recap - Talking Turkey (5/14/08)

 May 15, 2008 12:19 PM UTC
Return Risk
-31.64% LOW
Tracked Blogger
Symbol Sentiment Start Return Closed
MSFT n/a
YHOO n/a
GOOG n/a
UPS Positive 05/15/08 -21.26% --
DE Positive 05/15/08 -4.82% 06/11/08
ETFC Positive 05/15/08 -70.01% --

Graphic_arrow1 Via Long Investment Ideas from Seeking Alpha:  


Recap of CNBC's Fast Money, Wednesday May 14.


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Yahoo (YHOO), Microsoft (MSFT), Google (GOOG)

On Icahn’s decision to pursue Yahoo, Karen Finerman doesn’t think the risk/reward is worth it and believes a lot of the Icahn factor is already priced in. She is uncertain whether MSFT is still interested in the deal. She thinks Icahn’s radical proposals to reform Yahoo’s board might interfere with rather than facilitate a deal. Macke thinks Icahn will succeed and MSFT will return to the table. While Najarian agrees MSFT may still pursue Yahoo, he sold half of his Yahoo position. Adami would play this news by buying GOOG, and observes Icahn has been having difficulty extracting value from Motorola. Macke prefers to buy MSFT.

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