Seeking Alpha

bhttsl

bhttsl
Send Message
View as an RSS Feed
View bhttsl's Comments BY TICKER:
Latest  |  Highest rated
  • Getting From BooHoo! Back To Yahoo Again May Not Be That Far Off [View article]

    As long as these guys stay in, YHOO should bottom at current levels. BTW, great article.

    Top Institutional Holders
    Holder Shares % Out Value* Reported
    FMR, LLC 83,975,056 8.34 3,014,704,510 31-Mar-14
    Vanguard Group 46,333,315 4.6 1,663,366,008 31-Mar-14
    State Street 38,534,169 3.83 1,383,376,667 31-Mar-14
    BlackRock 24,641,708 2.45 884,637,317 31-Mar-14
    Invesco Ltd. 17,889,890 1.78 642,247,051 31-Mar-14
    Jul 19, 2014. 05:27 PM | Likes Like |Link to Comment
  • 3 Bright Spots From Yahoo's Quarter [View article]
    Share buybacks were very fashionable about thirty years ago, although the buybacks didn't work.
    Here's a link to an article from Fox "Business". The only time they have published something informative and not an attack on Obama.

    Share Buybacks: Not So Good for Shareholders

    http://fxn.ws/WlIf0T
    Jul 17, 2014. 10:52 PM | Likes Like |Link to Comment
  • 3 Bright Spots From Yahoo's Quarter [View article]
    I think you're right about MSFT finding YHOO attractive.
    Jul 17, 2014. 12:20 AM | Likes Like |Link to Comment
  • 3 Bright Spots From Yahoo's Quarter [View article]
    I think you seem opposed to a special dividend? Any particular reason why? I'd rather pay the tax, than have YHOO pay it.
    Jul 17, 2014. 12:18 AM | Likes Like |Link to Comment
  • Yahoo - Approaching Earnings Release: Bull Vs. Bear [View article]
    Lot of motherhood and Apple pie, however, thanks for the estimates summary. If they meet the upper end of estimates, Google, Apple, or Microsoft could become interested in acquiring perhaps.

    The single biggest pop could come if there are favorable changes in tax laws related to cash repatriation from overseas stashes. Where have all the smart tax attorneys gone?
    Jul 15, 2014. 12:56 AM | 1 Like Like |Link to Comment
  • How Apple And Intel Crushed Nvidia's Tegra [View article]
    Will I need a driver if Tegra is in cars?
    Jul 14, 2014. 10:45 PM | Likes Like |Link to Comment
  • How Apple And Intel Crushed Nvidia's Tegra [View article]
    Will they call it Tegra40 then?
    Jul 12, 2014. 02:13 PM | 1 Like Like |Link to Comment
  • A Glimpse Of Yahoo Screen's Trajectory [View article]
    Hi Alex,

    Good article as usual. Any insights on what's holding up the Alibaba IPO?

    Thanks.
    Jun 11, 2014. 10:19 PM | Likes Like |Link to Comment
  • Short ETFs Are Often A Dangerous Delusion - Unless You Want To Short Them [View article]
    Theoretically, inverse leveraged ETFs approach zero asymptotically, since they are balanced daily. There is usually a reverse split to bring them to the level of the indexes they track.
    Jun 9, 2014. 10:47 PM | Likes Like |Link to Comment
  • Yahoo's Ad Business Ain't Dead Yet [View article]
    Interesting story:
    Who exactly is checking the numbers at Alibaba?
    Paul Gillis, a professor at Peking University who writes the China Accounting Blog, made an excellent point over the weekend about Alibaba Group that is worth repeating.

    The company says it is audited by the Hong Kong affiliate of PricewaterhouseCoopers. Gillis is sceptical about that claim, based on some of the information in Alibaba's disclosures.

    His suspicions are well-placed. In a statement with the Securities and Exchange Commission for its planned initial public offering, Alibaba said that substantially all of its employees were based on the mainland. About 94 per cent of its floor space worldwide is at the headquarters for its principal operating businesses in Hangzhou.

    "While there may be a Hong Kong partner assigned to the account, I will bet dollars to doughnuts that a large portion of the hours on the audit were done by mainland staff," Gillis wrote. "This raises the question of whether the audit should have been signed by PwC's mainland member firm instead of the Hong Kong member firm." Gillis compared the issue to a Chinese firm sewing "Made in Italy" labels on shirts made in Wenzhou.

    Why does this matter to investors? As Gillis wrote: "I have read bloggers who are arguing that investors should trust the Alibaba accounts because the Hong Kong member firm of PwC, and not the mainland member firm, audited them."

    http://bit.ly/1lNPYtq
    May 26, 2014. 10:53 PM | Likes Like |Link to Comment
  • Yahoo's Ad Business Ain't Dead Yet [View article]
    I think it should be a no-brainer for Samsung to form an alliance with YHOO, or perhaps an outright acquisition. Samsung needs to add new sources of revenue, outside their core telecom, audio-visual, and component businesses, to compete against the Googles, Microsofts, and Apples of the world. They're sitting on a huge cash horde and also have the ability to dispose off the Alibaba pieces tax efficiently.
    May 26, 2014. 09:57 PM | Likes Like |Link to Comment
  • Alibaba's Impact On The Value Of Yahoo [View article]
    You're so right. Should have said mid-$30s. Selling way overdone.
    May 7, 2014. 10:15 PM | Likes Like |Link to Comment
  • Alibaba's Impact On The Value Of Yahoo [View article]
    Well it's happened. Now we need to see how this highly profitable, large cap with tremendous earnings growth rates will deliver to YHOO's long term shareholders. I see a special dividend like MSFT paid a few years ago.

    The good news is that the floor has been set at $35.
    May 6, 2014. 11:40 PM | Likes Like |Link to Comment
  • Yahoo Is A Hedge Fund [View article]
    Buying Yahoo is like buying a call option on Alibaba.
    Apr 25, 2014. 02:01 AM | Likes Like |Link to Comment
  • Yahoo Is A Hedge Fund [View article]
    A special cash dividend would move this out of its current trading range. They should time it with the Alibaba IPO details announcement date and pull an Apple style knockout blow. Apple's move on Wednesday was brilliant. Stock split, more buybacks, dividend increase puts it back on a price trajectory.
    Apr 25, 2014. 02:00 AM | Likes Like |Link to Comment
COMMENTS STATS
510 Comments
241 Likes