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  • Purchase Yahoo To Buy Alibaba At $78 Per Share [View article]
    Very informative article boosted further by some very interesting comments!

    Clearly YHOO has been over-hyped. Anticipation is usually greater than the realization. But nonetheless it has been a rewarding play for most of this year.

    There are some expections by analysts that an Icahn or some other activist will get in the game and influence the stock for all its worth, while others speculate on BABA's takeover interests. Good signs!

    I'm expecting a short squeeze this week based on Friday's activity and comments in the press. Can't guess, however, if it will drop back to below $40 for awhile. But by year's end, unless activist interest or takeover prospects falter the stock, I'm speculating the shares will be in the mid to high 40's. I do not expect there will be much opportunity cost , if any, in holding on until the end of the year to see what develops.
    Sep 21 03:33 PM | Likes Like |Link to Comment
  • Surviving A Worst-Case Scenario To Become A Dividend Growth Investor [View article]
    Another very important lesson here is that timing is everything, even for long-term investors. Of course it is difficult to project the future, few of us can be sure what we will be doing nine months or more from now, let alone a stock. Thus the argument for averaging in or arguing for short-term strategies... as well as knowing how to allocate one's money.
    Sep 20 08:22 PM | 1 Like Like |Link to Comment
  • 5 Ways Yahoo Could Spend Its $7 Billion Of Alibaba Money [View article]
    Interesting perspectives, Leigh. As much as I am with the folks who would like to see YHOO smash through the 50's, I do not think the recent windfall from BABA will be the driver. And I think chasing after AOL would be a hindrance to what is likely best for YHOO -- a takeover bid by BABA or some of the oldtimers like CSCO or INTEL who have the money and a need to diversify in this direction.
    Sep 19 08:06 PM | Likes Like |Link to Comment
  • Alibaba's IPO Price Likely To Boost Yahoo's Stock Price Estimate [View article]
    Price action today in YHOO was unexpexpectedly disapointing but after-hours bid- and-ask prices point to a slight jump at the start tomorrow. Let's hope we get some positive price momentum tomorrow and get this ball rolling. Perhaps a definite date on the IPO will help. Thursday or Friday??

    Andysud's comment is worth noting. Few people know the way the various aspects of the financial markets work better than Cramer. But as a stock picker (or recommender) he just plays the law of averages and says " do your own homework". There's a serious lack of crediblity here nonetheless, but maybe because he hasn't decided whether he is an entertainer or an advisor. As far as stock pickers go, I'd rather have someone who is wrong all the time than right some of the time. At least on every one of his or her picks I'd know to stay away or go short.
    Sep 15 08:39 PM | 1 Like Like |Link to Comment
  • 6 Reasons To Buy BlackBerry Ahead Of Earnings [View article]
    Interesting perspectives, Chris. But "Revenue and loss figures matter less than status of restructuring" is one I wil really have to think about.
    Sep 15 10:57 AM | 1 Like Like |Link to Comment
  • My Dividend Portfolio: Adding Starbucks [View article]
    You may be right about the limited downside risk but the opportunity cost for sticking with Starbucks is likely to be high. There are just too many better opportunitites right now when we look at the vast array of stocks in the various sectors. Besides, Starbuck coffee shops are no longer the clean, efficient, and friendly places they once were. (Remember the free coffee if you had to wait for a new brew? The clean restrooms? When there were not so many tasteless blends? The reasonably priced bagels? The much better selection and lower priced cakes? When the while milk containers were always full and available?)

    But, of course, a few of their stronger coffees are irrisistable.
    Sep 14 01:40 PM | Likes Like |Link to Comment
  • Alibaba Grabs The IPO Money But The Future Belongs To Jeff Bezos And Amazon China [View article]
    A very, very interesting article.

    I would not underestimate Bezos at any level; he is a brilliant individual, savvy business man, has guts and purpose, is a great strategist and is on top of his game. He'll do whatever is necessary to make it in China and beyond and will revise his business plans accordingly.

    But Alibaba has a great headstart as an internet mall and can "run silent, run deep" in that it is not ladened by inventory and associated costs. It has to be a different Amazon in the future to compete, and a decade down the line the size of both companies may work against them. Consumers can become overwhelmed.
    Sep 10 09:47 AM | 2 Likes Like |Link to Comment
  • Alibaba Windfall For Yahoo [View article]
    Interesting piece, Douglas. Meanwhile 75 million shares trading today compared to a 10 day average of 17.4 million and the stock bouncing 5.6% indicates we might just see that $49 per share before the eve of the IPO. I take it from your article that a move from YHOO to BABA shares might be a worthwhile strategy, although Franz and Rummyboy might be giving a reason to maintain some position in YHOO. Lots of luck to everyone here!
    Sep 8 06:54 PM | 1 Like Like |Link to Comment
  • Should You Ditch Yahoo For The Alibaba IPO? [View article]
    Tough decision indeed on how to play this!!! With Steve T and John Berchock's comments in mind, I will probably wait to see what happens when BABA begins trading before I sell some or all of my holdings in YHOO --- unless there is such a run up in YHOO shares by the day before that it makes sense to take some money off the table.

    Meanwhile, it will be interesting to see how YHOO does this week against a backdop of political events. I'm expecting the shares to open UP at least 75 cents per share tomorrow. Let's see if the shares close even higher. If so, I think that will be a telling sign that the market is getting even more passionate about the stock even with a backdrop of vilotile political events. Meanwnile, lagging indicators are impressive though, by definition, we cannot rely on their predictability.
    Sep 7 03:32 PM | Likes Like |Link to Comment
  • The Irony Of Bank Of America's Hustle Case [View article]
    While I assume there will be a bounce in BAC, I note with interest that Warren Buffet still prefers Wells Fargo (WFC), and I think it is one of his top holdings, though he has not increased Berskshire Hathaway's positon in it of late.
    Sep 1 11:52 AM | Likes Like |Link to Comment
  • WSJ: Alibaba IPO to launch week of Sept. 8 [View news story]
    T'will be interesting to see if "Buy on the rumor, sell on the news" drives share prices this week. It will also be interesting to see if Zacks sticks with its "sell"
    recommendation on the stock.

    There's never any guarantee on how the market will react to any news. I thought we'd see a climb to $40 by last Friday in IPO rumblings but perhaps it will be this week =-- and maybe a little bit more than $40.
    Aug 31 05:13 PM | Likes Like |Link to Comment
  • Zacks' Bear Of The Day: Yahoo [View article]
    Just goes to show, you can make a bear or bull case for a stock at any time -- and at the "very same" time! Gad, I'll never understand analysts.

    I think I remember Zacks having a sell recommendation on YHOO back in January, and so they've had their chance to be right.

    BUT...

    The ballgame now is the Alibaba IPO, and I think you are right:

    "....while Yahoo will reap the rewards from that investment, and will share that with shareholders, analysts aren't too excited about the rest of Yahoo's business right now."

    SO, in any event ...

    It still appears the play is Yahoo until the IPO. So why call YHOO the BEAR OF THE DAY?

    This is the BULL OF THE DAY!!!!!


    Aug 29 06:33 PM | 2 Likes Like |Link to Comment
  • Alibaba's Pre-IPO Earnings And Yahoo [View article]
    Thank you for your perspective.

    Meanwhile, rumors about a September IPO are certainly heating up and forecasts about the value of the IPO are also. Yesterday's volume and price movement were encouraging, lagging indicators are strong. Looks good!!

    But ... I would still count to ten before going with any September call contracts; a late September IPO would be just what the devil is up to. October calls are very likely much more practical. But, good luck to all long positions here.

    PJWraw, I think, has the right mindset.
    Aug 28 09:36 AM | Likes Like |Link to Comment
  • How Much Is Yahoo Worth Part II: Alibaba And The Rest Of Yahoo's Assets [View article]
    Yoiur artcile is nicely done. Indeed, the problems right now are the unknowns.That includes but is not limited to three uncertainties: Yahoo's core value (I hope you are right), the true value of the IPO, and international events (not the least of which is China's lust for control of the far western Pacific (east, of course, to them) which can curtail the Alibaba IPO if they get aggressive.

    Any further delay in the IPO can make the marketplace rather edgy, and anticipated fears can cause an overconcern for the oppportunity cost related to waiting for something that may never happen within a predictable time frame.
    Aug 26 04:50 PM | Likes Like |Link to Comment
  • Take-Two Interactive Shares Offer An Incredible Bargain [View article]
    Yes, TTWO is definitely looking good, and definitely undervalued compared to peers. The P/E is at about a very comfortable 7, with 6 analysts giving it a strong buy and an equal number giving it a hold; there are currently no sell recommendations. Fundamentals are promising. It's worth starting to average in.
    Aug 24 01:17 PM | Likes Like |Link to Comment
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