Seeking Alpha
  • Michael Stuart
    YHOO catching a big bid, wonder what the robots know...
    10/6/11
    Reply (16)
    • Tom Guttenberger: Look at that 10 day chart! I'm salivating!
      10/6/11
    • Michael Stuart: Wish I'd climbed aboard that train back at August lows, 11/share
      10/6/11
    • sg hammer: showed up on HFT Alert, heavy algo activity. http://www.hftalert.com
      10/6/11
    • Tom Guttenberger: Right at the levels of the higher low in early July. Another beautiful demonstation of the pervasiveness of technical trading.
      10/6/11
    • talbano: generally any take out candidate gets bid up on Fridays
      10/6/11
    • Tom Guttenberger: Because, of course, these arbitrary chart pivots are key pillars to a company's valuation.
      10/6/11
    • Mr. Massive: I sold off all my calls 4 300% profit... i think yahoo will fall tom with general market, and they will there at 50% off tomm, until MA chat
      10/6/11
    • Mr. Massive: be there
      10/6/11
    • talbano: so Tom what point are you trying to make?
      10/6/11
    • Michael Stuart: Anybody have an idea how a Yahoo Japan would affect valuation/future M&A? I don't want to be long calls if it chops $$$ off share price...
      10/6/11
    • talbano: the analysis i saw was Alibaba was worth around 12/14 share
      10/6/11
    • Tom Guttenberger: YHOO: Still like YHOO. Mini-Rant: HFTs are technial obsessed. If something has a strong enough trend, its valuation is going to be driven
      10/6/11
    • Tom Guttenberger: far far away from the real value because these volume engines are all playing the game in the same direction. All else are usually just
      10/6/11
    • Michael Stuart: Thanks Talbano. What about Yahoo Japan? Even with Alibaba @12 + $3.2 billion cash on hand Yahoo Japan and core biz must be valued at $0 now.
      10/6/11
    • Tom Guttenberger: foolish to get in the way. So the fact that HFT interest is being peaked at the arbitrary point on the chart, only proves the hypothesis
      10/6/11
    • talbano: tom- thanks for the input - i want to buy 10k calls on a dip - i missed it today so maybe Monday I think it will get bought @ least @ 20
      10/6/11