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YHOO
Yahoo! Inc. - NASDAQ

4/18/2014, 2:12 PM ET
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  • Yahoo: If It Sounds Too Good To Be True...
    David Alton Clark Yesterday, 3:26 AM 14 Comments

    Summary

    • Yahoo is at the end of a long bull run up.
    • The rally in the stock is due to Yahoo’s 24% stake in Alibaba, which is expected to IPO shortly.
    • The company just reported earnings and the stock is up significantly.
    • The Alibaba IPO may be a ‘sell the news’ occasion.
  • Yahoo, Alibaba & Mayer- The Troika Come Through
    Jay Somaney Wed, Apr. 16 19 Comments

    Summary

    • YHOO-Improving metrics and slightly raised guidance.
    • ABABA-The multi-billion treasure trove.
    • What about YHOO core?
  • Alibaba Is Kicking Yahoo Into High Gear
    Quoth the Raven Wed, Apr. 16 12 Comments

    Summary

    • Yahoo's earnings were pedestrian, but for the fact that the Alibaba Group (of whom Yahoo is a 24% owner) had a blowout quarter.
    • Yahoo's CEO Marissa Mayer looks poised to deliver growth in 2014. Yahoo has a major cash pile and continues to buy back shares.
    • Our earnings trade from yesterday will be profitable when CBOE trading opens this morning.
  • Yahoo - Is Mayer Backing Up Her Big Talk?
    Jay Somaney Tue, Apr. 15 19 Comments

    Summary

    • YHOO earnings tonight after the close.
    • Is Mayer delivering?
    • Alibaba is the wild card.
  • A Sneak Peek At Yahoo's Earnings
    Quoth the Raven Tue, Apr. 15 8 Comments

    Summary

    • Yahoo reports after the bell today, Tuesday.
    • Yahoo has traded up 39.5% in the last twelve months.
    • Analysts are expecting $0.37/share on $1.08 billion in revenues, compared to year ago EPS of $0.38 and $1.07 billion in revenues.
  • Why Yahoo Is Heading To $40
    Wall Street Playbook Mon, Apr. 14 17 Comments

    Summary

    • While Yahoo still has a dominant media presence in finance and sports, Mayer is also building Yahoo's position in social and apps.
    • Marissa Mayer has a strong grasp of what Yahoo needs to move forward.
    • Given the 15% decline the stock has suffered in recent weeks, I see this as a strong buying opportunity.
  • Earnings Preview: Yahoo! Inc. Q1 2014
    Selerity Research Fri, Apr. 11 3 Comments

    Summary

    • Yahoo! Inc. is slated to report 1Q 2014 earnings after the bell on Tuesday, April 15.
    • Non-GAAP Earnings Per Share: The current Street estimate is $0.37 with a range of $0.31 to $0.48.
    • Revenues: Analysts expect a relatively flat year over year at $1.08 bln.
  • Yahoo Should Capitalize Expansion Opportunities

    Summary

    • It is rumored that Yahoo Inc. is attempting to acquire NDN in order to expand its video streaming business after failing to acquire Dailymotion and Hulu last year.
    • The company is aiming to get in competition with YouTube and approach its dissatisfied stars to join Yahoo’s cause.
    • The market outlook is positive: Cisco’s VNI initiative projected the global consumer internet video traffic to grow from 57% of total consumer Internet traffic in 2012 to 69% in 2017.
    • If the rumors are true and the deal is finalized then the company will be able to boost its financial performance and market position.
  • Reevaluating Yahoo After The Latest Sell-Off
    DoctoRx Mon, Apr. 7 25 Comments

    Summary

    • Yahoo is trading with overvalued momentum stocks, such as Amazon and Facebook.
    • Yet, unlike them, Yahoo is arguably undervalued on a sum-of-the-parts basis, and it is potentially "in play."
    • The problem is that absent an Alibaba IPO, there is no proof that Yahoo is indeed undervalued.
  • Yahoo: As Alibaba Goes Public, Value Of Underlying Business Will Begin To Shine

    Summary

    • Net of its stakes in Alibaba, Yahoo Japan, and its cash, Yahoo's core business is being valued at less than 2x operating cash flow.
    • CEO Marissa Mayer and CFO Ken Goldman have made material investments to turn Yahoo around, and they are beginning to pay off.
    • Once Alibaba becomes public, investor focus will likely shift to Yahoo's core business, which is set to improve further in 2014.
  • Yahoo Versus Alibaba - The Scenario Scrutinized
    Alpha Strategist Mon, Mar. 31 13 Comments

    Summary

    • Total worldwide digital ad revenue grew by 14% in 2013, but YHOO, which previously held 3.37% market share in worldwide net digital ads, lost its share and fell to 2.87%.
    • Around one third of YHOO’s value is attributed to its 24% stake in Alibaba. This part of YHOO has some glamour to it, and investors are excited about it.
    • If YHOO does not get enough opportunities to allow a turnaround, then the company should seriously think of returning a good portion of IPO proceeds to shareholders.
  • Estimating Alibaba's Fair Value, Raising Our Fair Value Of Yahoo
    Valuentum Fri, Mar. 28 20 Comments

    Summary

    • We are raising our fair value estimate of Alibaba.
    • We expect the Alibaba initial public offering to make a splash as it will likely be one of the largest offerings since Facebook.
    • We no longer think a discount of Alibaba’s valuation is warranted within the Yahoo “conglomerate” and now value Yahoo at $38 per share.
  • Yahoo: Why The Weight Of The Evidence Favors The Bulls
    DoctoRx Wed, Mar. 19 44 Comments

    Summary

    • There are good reasons for disagreements over the future of Yahoo's shares.
    • The stock is overvalued by certain metrics and undervalued by others.
    • The value of its Asian shareholdings is unclear.
    • Ultimately, the bulls win, because the company is an obvious takeover candidate.
    • The article shows why my target price is $60.
  • Yahoo And The Turnaround That Could Be
    Marshall Hargrave Wed, Mar. 19 14 Comments

    Summary

    • Yahoo could still be a strong turnaround story as it continues to focus on mobile.
    • It still has 37 acquisitions that it has made over the last 20 months that it can monetize.
    • The company has downside protection with assets in Asia that will prop it up while it turns around and gets a stronghold in video.
    • Fair value is somewhere between $46 and $52, suggesting 15% to 30% upside.
  • Yahoo: Alibaba More Than Priced In
    Sophocles Sophocleous Mon, Mar. 17 44 Comments

    Summary

    • The Alibaba IPO is already priced into the stock and only a large run up post-IPO can result in profits for Yahoo shareholders.
    • Summing core operations with Yahoo Japan and Alibaba at $150 billion results in today's market cap.
    • Very little is known about what exact parts Alibaba will be listing and what those fundamentals are that will be supporting the valuation.
    • Yahoo sales growth is barely positive (1.5% and 3% for next 2 years respectively) and thus does not justify a high multiple.
    • Earnings in equity interests has played a major role in Yahoo's earnings. Once removed, focus will shift to operating profit that has dropped since 2010 and 2011.
  • Yahoo: Short The Alibaba IPO Hype
    Bill Maurer Mon, Mar. 17 46 Comments

    Summary

    • A possible Yahoo rally on Alibaba IPO hype could provide a short opportunity.
    • Yahoo still has growth problems, cash doesn't always solve that.
    • An upcoming change could alienate users.
    • Valuation stretched already, could get even worse.
  • Buy An Opening Dip Friday In Yahoo?
    DoctoRx Fri, Mar. 14 26 Comments

    Summary

    • Yahoo shares are undervalued on a sum of the parts basis.
    • The stock sold off overnight on a transitory policy change in China.
    • This leaves the shares heavily undervalued if one accepts the very high value for Alibaba's IPO being reported in the Telegraph.
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Company Description

Yahoo, Inc. is a global technology company offers search, content and communication on mobile phone, tablet or desktop.