All User Takes for Yahoo! Inc.
A while ago
YHOO piqqem sentiment up 19.2% in Q2. Stock is now upgraded by Citi analyst. Piqqem sentiment is, once again, a leading indicator. @piqqem $YHOO +
A while ago
Apple vs. Google – Apple Winning Sentiment War
Ever wonder who’s really winning in the war of Apple (AAPL) vs. Google (GOOG)? If you look at the facts it is really quite confusing. Apple has a $221 Billion market cap, while Google’s market cap is still impressive at $158 Billion. Google has stronger gross margins of 63% with a net income as a percentage of revenue at 29.6%, while Apple has lower gross margins of 41.67% with a net income as a percentage of revenue at 22.77%. Apple is trading at 82% of it 52 week trading range, while Google is trading at 47% of its 52 week trading range.
<a href="http://www.piqqem.com/blog/20100506-apple-vs-google-apple-winning-sentiment-war" title="Piqqem Blog: Apple vs. Google – Apple Winning Sentiment War">http://www.piqqem.com/blog/20100506-apple-vs-google-apple-winning-sentiment-war</a>
A while ago
The selection of Carol Bartz as the new CEO of Yahoo is a good move for the company. She will help the company get back on its feet. However, the fact remains that as a stock this company is overvalued. At a best case of 50 cents/share in 2009 this stock is worth no more than $7.50/share.
It may have a short term bounce due to the addition of Bartz. Also, it is possible that Microsoft comes back to the table willing to pay a premium. These are reasons to shy away from shorting YHOO.
A while ago
I think they will likely get bought by Microsoft -- at least the search business. I have no idea how this impacts the stock because the remainder of Yahoo is worth so much less.