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YHOO - the bull case
- Thread starter xxxskier
- Start date
I never actually shorted it. I recommended shorting it when it was in the 27-28 range but never shorted any myself. Yahoo still sucks though and it will reverse. Buying time and lowering estimates to rock bottom.
ouch falling lower than last friday's close
my long call on 9/17 is looking good.
most of the posts about yhoo are negative. ET is a great contrarian indicatior. check what's happened in this stock in the last 6 weeks.
a turnaround story and everyone becomes catholic and is waiting for confirmation of the turnaround....except stck_trd3r...who said to go short yhoo when i said to go long at 24.
i'm holding for the long-term.
most of the posts about yhoo are negative. ET is a great contrarian indicatior. check what's happened in this stock in the last 6 weeks.
a turnaround story and everyone becomes catholic and is waiting for confirmation of the turnaround....except stck_trd3r...who said to go short yhoo when i said to go long at 24.
i'm holding for the long-term.
lookin' good.
gee, i guess i'm all alone on this winner. over 30% and counting.
oh, and in case anybody is wondering if that Alibaba IPO thing is for real (yhoo owns roughly 40%),
here's the prospectus on the Hong Kong IPO:
http://main.ednews.hk/listedco/listconews/sehk/20071023/LTN20071023003.HTM
http://tinyurl.com/2ps9ds
gee, i guess i'm all alone on this winner. over 30% and counting.
oh, and in case anybody is wondering if that Alibaba IPO thing is for real (yhoo owns roughly 40%),
here's the prospectus on the Hong Kong IPO:
http://main.ednews.hk/listedco/listconews/sehk/20071023/LTN20071023003.HTM
http://tinyurl.com/2ps9ds
I'm with you, i've been in.
People don't seem to see that yahoo is undervalued when factoring in all assets, FCF, and the beginnings of a turnaround story.
And on nov 6 the alibaba ipo (40% of the whole alibaba group is owned by yahoo). The order book gets closed today in HK (friday). Amazing that a US$1.4b ipo has attracted US$100b worth of orders from institutional investors and had to close the order book 3 days early for the Asian and US institutional investors. The retail portion is expected to be oversubscribed 200x.
Did you see the financial info in the prospectus? incredible metrics. alibaba.com is already by far the online b2b leader in china with something close to 70% of the market, with 87% gross margins and earnings trippling each year. Their online auction business is huge too; ebay china couldn't compete and was forced to sell to another competitor. The ipo and the coming year should be very interesting for yahoo. This stock is moving; was 26 last week, broke 30 this week, 31 today and even got close to 32 when the nasdaq was down 2% earlier today. Interesting times.
People don't seem to see that yahoo is undervalued when factoring in all assets, FCF, and the beginnings of a turnaround story.
And on nov 6 the alibaba ipo (40% of the whole alibaba group is owned by yahoo). The order book gets closed today in HK (friday). Amazing that a US$1.4b ipo has attracted US$100b worth of orders from institutional investors and had to close the order book 3 days early for the Asian and US institutional investors. The retail portion is expected to be oversubscribed 200x.
Did you see the financial info in the prospectus? incredible metrics. alibaba.com is already by far the online b2b leader in china with something close to 70% of the market, with 87% gross margins and earnings trippling each year. Their online auction business is huge too; ebay china couldn't compete and was forced to sell to another competitor. The ipo and the coming year should be very interesting for yahoo. This stock is moving; was 26 last week, broke 30 this week, 31 today and even got close to 32 when the nasdaq was down 2% earlier today. Interesting times.
and the Alibaba.com IPO is just the beginning. The upcoming IPO for Alibaba.com is only one of 5 companies in the Alibaba Group. YHOO owns abut 40% of the group (see the link to the prospectus i posted above). I've heard that Jack Ma plans to have at least one other co. in the group go public by srping 08.
this greatly streagthens yhoo's balance sheet in terms of assets, and in competing with goog and msft yhoo needs a big war chest.
this greatly streagthens yhoo's balance sheet in terms of assets, and in competing with goog and msft yhoo needs a big war chest.