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Now Neutral On Yahoo!

|Includes: Altaba, Inc. (AABA)

I have written several bullish articles on SA on Yahoo! (YHOO). This goes back to when the stock was in the low $20s. Due to operational issues and weakness both in the Chinese and Japanese stock markets that could affect the IPO price (if any) of Alibaba.com and Y! Japan, there's now a lot more risk in this equity than I thought. I'm no longer long YHOO.