SocialPicks Sentiment:
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This Quarter's Sentiment:
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YHOO: Bull or Bear?
$15 Based on Projected PE and PEG, however...
YHOO
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+1.82%
in
2 days
...if YHOO is to be acquired, that control premium (and cost savings due to synergies with the acquirer, etc.) needs to be added to this $15...YHOO is trading well above its industry according to its projected PE and PEG. YHOO's projected PE is 35.9x while the industry (Internet Information Providers) is at 21.2x, implying a stock price of $11.70. YHOO's PEG is 2.47 while the industry is at 1.83, implying a projected stock price of $14.62. But if the market expectation is that YHOO will not get a deal done and be acquired, I believe that the stock will trade down to the $12 to $15. I kn ...
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MSFT has to get this to compete with Google
YHOO
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-5.64%
in
27 days
Thanks for reading my blog. This is only my opinion. Please consult a professional for advice.
Microsoft needs a stepping stone to get an upper hand in the whole search engine business. Currently, they have let go of Mr. Johnson, who was overlooking the entire rocky Vista launch. Until someone else comes in Balmer is responsible for both divisions.
The thing is Google has established itself as a brand unlike what should we call it- Microsoft, MSN, Live? There has been no brand established by this company and customers have this mentality to follow an image associated with a b...
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No YAHOO
YHOO
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+13.57%
in
33 days
The brain of Yahoo is made of concrete.
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a dead technology?
YHOO
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+11.20%
in
36 days
Assuming they don't get bought out by MS, I'm starting to get the impression that Yahoo is almost a "dead technology". Microsoft does not want their technology only their audience. If MS does not buy them out, it seems like they are slowly withering on the vine. Is there anything to suggest Yahoo has any innovative ideas up their sleeve?
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Aug 1st
YHOO
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-14.26%
in
37 days
Yahoo stock will gain steam heading into the annual shareholder's meeting. Regardless of the looming Microsoft deal, the stock will raise to $25-26 heading into the meeting. Depending on control of the board after the meeting, the stock may approach $30. This has been a drawn out process with the Yahoo shareholder's wanting the deal done. The Yahoo board is simply holding out for a couple more dollars a share. Currentley the board is "willing" to reenter negotiations with Microsoft. I feel like the Yahoo board is giving into the Wall St pressure. Yahoo will be acquired by Microsoft in the n...
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Aug 1st
YHOO
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+0.22%
in
1 minute
(closed on 07/14/08)
Yahoo stock will gain steam heading into the annual shareholder's meeting. Regardless of the looming Microsoft deal, the stock will raise to $25-26 heading into the meeting. Depending on control of the board after the meeting, the stock may approach $30. This has been a drawn out process with the Yahoo shareholder's wanting the deal done. The Yahoo board is simply holding out for a couple more dollars a share. Currentley the board is "willing" to reenter negotiations with Microsoft. I feel like the Yahoo board is giving into the Wall St pressure. Yahoo will be acquired by Microsoft in the n...
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Aug 1st
YHOO
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-0.04%
in
1 minute
(closed on 07/14/08)
Yahoo stock will gain steam heading into the annual shareholder's meeting. Regardless of the looming Microsoft deal, the stock will raise to $25-26 heading into the meeting. Depending on control of the board after the meeting, the stock may approach $30. This has been a drawn out process with the Yahoo shareholder's wanting the deal done. The Yahoo board is simply holding out for a couple more dollars a share. Currentley the board is "willing" to reenter negotiations with Microsoft. I feel like the Yahoo board is giving into the Wall St pressure. Yahoo will be acquired by Microsoft in the n...
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Cramer on BloggingStocks: Motorola's worth will out
YHOO
-8.31%
in
57 days
Filed under: Deals, Yahoo! (YHOO), Motorola (MOT), Market matters, Sprint Nextel Corp (S), Goldman Sachs Group (GS), U.S. Steel (X), Nucor Corp (NUE), Stocks to Buy, Cramer on BloggingStocks TheStreet.com's Jim Cramer says the slide has to end somewhere -- eventually, we'll see a bid.
Is someone having a margin call? That's what I keep thinking as I watch the sickening slide in Motorola's (NYSE: MOT) (Cramer's Take) stock. How can Motorola go down so much? This is a company ...
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Still feeling good, but not as good.
YHOO
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-12.05%
in
59 days
I still think there is significant upside to Yahoo, and that $50 is still a reasonable target before the end of 2009. But, interference from Icahnn and other shenanigans might get in the way, so I'm downgrading this to a Hold. If the corporate raiders get a hold of this company, it's all over.
Yahoo is #2 in so very many places, and is profitable, and still has enough internal talent in the trenches to make a real difference. Now if only the people at the top would let them do it.
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No longer that Yahoo!
YHOO
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+13.65%
in
62 days
Yahoo! has lost a lot in recent times and the offer from Microsoft appears to spook Yahoo. It was clear to people that the Yahoo CEO didn't sell to MS because of personal egotism and that he didn't have a better offer for Yahoo. Yahoo should have seen it coming four to quarters ago as Google has been consolidating its position slowly. Google didn't reach its position of pre-eminence overnight. It climbed there slowly. Yahoo's problems aren't going away all of a sudden right now. They have spurned MS and then Icahn is hell-bent on throwing out the Yahoo board and then there are other shareho...
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Cramer on BloggingStocks: Despite FCC Nod, Merger between Sirius and XM is far from complete
YHOO
-7.71%
in
8 days
(closed on 06/24/08)
Filed under: Deals, Google (GOOG), Yahoo! (YHOO), XM Satellite Radio (XMSR), Sirius Satellite Radio (SIRI), Market matters, CBS Corp 'B' (CBS), Clear Channel Commun (CCU), Stocks to Buy, Cramer on BloggingStocks  Too many parties have too much to lose to let this one go through without a fight, TheStreet.com's Jim Cramer says.
No, it is not over. If there is one thing we have learned about Sirius (NASDAQ: SIRI) (Cramer's Take)-XM (NASDAQ: XMSR) (Cramer's Take), it is that at every step of the way, people have to try to block it or at least hold it up to the point that someone goes out of b...
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Analysts: Recent Deal Great for Google, Moderately Good for Yahoo!
YHOO
-15.38%
in
66 days
6/13 - "Imran Khan, J.P. Morgan: “We think that Google is the big winner in this deal. We think Google will benefit in 3 key ways: 1) we think Google will gain ~$90M in net revenue from the outsourced Yahoo! search, 2) Google could gain an additional $182M in F09 net revenue through migration of some of Yahoo!’s affiliate network to the Google platform, and 3) Google could get an additional $288M in F09 revenue if RPS [revenue per search] grows 3% from the increased volume. In sum, we think Google could increase its F09 revenue by ~$560M and its EPS by ~$1.31.”
Ross Sander, RBC Capital: “G...
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End of Microsoft Talks Leaves Yahoo! Competitively Challenged, Expensively Priced
YHOO
+15.38%
in
67 days
6/13 - "Yahoo! sees the (Google) deal adding as much as $800 million in annual revenue, with as much as $250 million to $450 million in incremental operating cash flow...It's a smart financial move, but it moves Yahoo! another rung lower on the ladder of relevance. Yahoo! has the option of running its own ads, but why should it? Once investors taste what's possible under Google, they'll wonder why Yahoo! didn't break the emergency glass sooner."
"Yahoo! has tapped its balance sheet in acquiring display-advertising upstarts, an area that isn't as lucrative as paid search but is well suited ...
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YHOO is great arbitrage play
YHOO
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-29.23%
in
90 days
Yahoo (YHOO) is interesting company. Check out UndervaluedSecurities.com : Despite all the focus on Microsoft and Yahoo deal, people mostly have overlooked that Yahoo is still a profitable and growing online media company that owns big stakes in various Asia Pacific's biggest most promising internet companies like Alibaba and GMarket. YHOO has its flaws and weaknesses especially in its search engine and ads engine. But overall, YHOO is still a better value than Google (GOOG); and there are many interested parties (especially the hedge fund managers like Carl Icahn, Paulson, Boone Pic...
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People Bullish on YHOO
People Bearish on YHOO
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MSFT withdrew YHOO offer!!!
- Oh no - or oh yes?
Microsoft has walked away from YHOO offer - I don't think they're bluffin'
http://www.techcrunch.com/2008/05/03/breaking-micro
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Yahoo re-org... gimme a break!
- guys, check this out:
Yahoo is planing a re-org and they are doing it like the mean team of talents that they are. The company is creating three new t...
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jmatt
(+6.12% risk: aggressive)
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maurycy
(-14.07% risk: conservative)
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About Yahoo! Inc
- Answers.com
