Yahoo

  • China is Not the Holy Grail

    By Hyuncha Cho - August 26, 2013 | Tickers: BIDU, GOOG, QIHU, SYMC, YHOO

    I have legitimate concerns with investing into Chinese companies. Combine China and technology and it’s a recipe for extreme-high-risk. Duh – you’re probably thinking, but let’s re-examine Qihoo 360 (NYSE: QIHU). The company just recently turned into a search engine and grew revenues tremendously. So, not so surprisingly the animal spirits come back in full force.

    It’s like watching everyone getting aboard the Titanic, and – we all more »

  • Yahoo!’s Strategy Favors Investors

    By Dan Moskowitz - August 19, 2013 | Tickers: AOL, GOOG, YHOO

    Daniel Loeb, hedge fund manager of Third Point (more than $14 billion in assets), recently exited his Yahoo! (NASDAQ: YHOO) position. This has led many investors to think that Yahoo! has seen its near-term peak in regards to stock appreciation. But this might be errant thinking. 

    Relentless aggression

    CEO Marissa Mayer isn’t shy when it comes to inorganic growth. She understands that Yahoo! is looked at as a dinosaur more »

  • Facebook Remains in Denial Regarding Teen Usage

    By Mark Holder - August 16, 2013 | Tickers: AOL, FB, YHOO

    Despite more and more reports that have documented in detail how the younger generation continues to leave the leading social network, Facebook (NASDAQ: FB) continues to deny losing that user base. Even with the questions regarding losing the most coveted crowd in social network land, the biggest risk to a negative investment thesis has been the company's ability to increasingly monetize its existing and slowly growing user base around more »

  • Google Zilla’s Quest for World Domination

    By Eric Whiteside - August 16, 2013 | Tickers: GOOG, YHOO

    Google (NASDAQ: GOOG) is like Godzilla from one of those old Japanese monster movies.  It wants to destroy everything in its path through disruption.  The difference between Google and Godzilla is that Godzilla just wants to return to the ocean and be left alone while Google wants to control everything left standing and sell advertising to all the remaining inhabitants.

    Disruption is good

    There is nothing wrong with disruption.  The more »

  • The Fall Of Bureaucracy Will Be The Green Light To Invest In Microsoft

    By Lennox Yieke - August 16, 2013 | Tickers: AAPL, MSFT, YHOO

    Microsoft (NASDAQ: MSFT) is arguably the best innovator in the tech sector. Tech pundits actually argue that the problem with Microsoft is that it is always too early to the party, not the other way around. Microsoft was among the earliest players to advance the idea of a smartwatch and a smartphone. However, the things that held Microsoft back and prevented its great innovations from being reflected in the stock more »

  • Yahoo's Golden Egg Is Alibaba

    By Ishfaque Faruk - August 15, 2013 | Tickers: AMZN, EBAY, YHOO

    Yahoo's (NASDAQ: YHOO) shares have been going higher recently. The company's investment portfolio mainly comprised of two marquee holdings, Alibaba and Yahoo Japan have both seen robust top-line and bottom line growth. Investors and analysts alike have stated that the value of Alibaba can be north of $120 billion. Yahoo's share repurchases along with the rising value of Alibaba have been major contributors in the recent run more »

  • Foreign Markets Plague Retail Book Giant

    By Reuben Brewer - August 12, 2013 | Tickers: AMZN, WMT, YHOO

    Amazon (NASDAQ: AMZN) turned in another loss in the second quarter, as growth spending outstripped revenue growth. Although domestic operations were relatively strong, its overseas segment was a problem. That's not going to be particularly easy to fix in key growth markets.

    Investors have been waiting for Amazon's online retail dominance to lead to earnings, let alone earnings growth. So far the market has been very patient. Using more »

  • Yahoo!: Did the "Smart Money" Leave Too Early?

    By Jason Bond - August 9, 2013 | Tickers: GOOG, MSFT, YHOO

    Hedge fund manager Dan Loeb of Third Point recently sold 40 million shares of Yahoo! (NASDAQ: YHOO)  at $29.11 per share after having bought 5% of Yahoo! in 2011 around $15 per share. While Loeb still has 20 million shares, he can sell at any time. Should regular investors follow Loeb and sell Yahoo!, or did the "smart money" leave too soon? 

    Alibaba

    A large part of Yahoo more »

  • How Should Investors React To the Potential Facebook Bubble?

    By Mike Thiessen - August 8, 2013 | Tickers: FB, GOOG, YHOO

    Since its infamously bungled IPO, Facebook (NASDAQ: FB) has struggled to live up to the market's expectations. After several poor quarters, the company experienced a prolonged period of stock-price weakness that soured many once-optimistic investors. While Facebook's ability to survive was never seriously called into question, many investors came to believe that the firm went public too soon. Some predicted a years-long period of depressed price action.

    As more »

  • A resurgent AOL

    By Anurag Singal - August 8, 2013 | Tickers: AOL, GOOG, GRPN, YHOO

    AOL Inc's (NYSE: AOL) Q2 earnings gave market participants a lot of reasons to cheer. Riding high on strong earnings, the online media and brand company announced an ambitious $405 million acquisition of the ad platform vendor Adap.TV. Shrinking revenues from the traditional subscription business has made the foray into the ‘ad-run content’ business, a strategic necessity

    Quarter Recap

    In the corresponding quarter last year, AOL had a more »

  • Can Anyone Stand up to Google's Search Engine?

    By Wes Patoka - August 7, 2013 | Tickers: BIDU, GOOG, YHOO

    Yahoo! (NASDAQ: YHOO) CEO Marissa Marissa Mayer is trying to revamp the once-dominant search company. Shareholders should be happy with her one-year performance, as well. Yahoo! is up over 73%. The strategy of picking up premium internet properties didn’t come without costs, though, and Yahoo!’s cash position has gone from $7.5 billion to $1.2 billion.

    Yahoo!’s large cash position came from its Alibaba Group sale more »

  • Reorganization Is Not a Panacea for All Corporate Problems

    By Marie Palumbo - August 7, 2013 | Tickers: MSFT, X, YHOO

    Some firms which were once on the cutting edge now find themselves struggling to keep up with the competition. As revenue slips and competitors continue to innovate, once-successful companies try to breathe new life into their firms by reorganizing. Whether working from the bottom up or the top down, companies are striving to reform themselves.

    Working from the top down

    On July 17, 2012, Yahoo! (NASDAQ: YHOO) brought Marissa Mayer more »

  • 3 Reasons the Forecast is Gloomy for Yahoo!

    By Marie Palumbo - August 5, 2013 | Tickers: BBRY, GOOG, YHOO

    If you were savvy enough to buy Yahoo! (NASDAQ: YHOO) stock a year ago when Marissa Mayer took over the CEO reigns, my hat is off to you. That move made over 70% in gains, as the stock price soared over the last year. But when taking a closer look at the increase, and what is ahead for the internet giant, times may not be as advantageous for investors. Here more »

  • Facebook to Break TV Dominance

    By Muhammad Abdullah - August 5, 2013 | Tickers: FB, GOOG, YHOO

    Online social media is now much more popular than the conventional media. According to a recent study conducted by Nielsen, the social media site Facebook (NASDAQ: FB) attracts a larger young audience even in the prime time hours compared to four major television channels. The study may have provided a valid statistical backing for this argument, but insight about the rise of social media has been prevalent in the current more »

  • Why This Social Networking Giant Will Continue to Grow

    By Anjum Khan - August 5, 2013 | Tickers: FB, GOOG, YHOO

    Facebook (NASDAQ: FB) is here to stay. With a successful second-quarter 2013 result and its continuous efforts to increase revenue, investors are bound to be attracted to this social networking provider. However, I am of the opinion that Google (NASDAQ: GOOG) will gradually lose its market share to this famous social networking site. Let us look at the various aspects of Facebook that will make it a good investment opportunity more »

  • Is It Time to Like Facebook Again?

    By Lior Cohen - August 2, 2013 | Tickers: FB, GOOG, YHOO

    The spike in shares of Facebook (NASDAQ: FB) has brought the stock back to its IPO pricing. This rally was triggered by the company’s better-than-anticipated quarterly earnings reports. Looking forward, is this company on the right track? What are the opportunities and perils it may face? 

    Revenue

    Facebook’s recent earnings report was better than many had expected:  The company’s revenue jumped by 53%. For Facebook, most of more »

  • Yahoo! Still Has Great Upside Potential

    By Lennox Yieke - August 2, 2013 | Tickers: FB, GOOG, YHOO | Editor's Choice

    Yahoo!’s (NASDAQ: YHOO) second-quarter earnings, released mid-July, prompted mixed reactions from the market. Critics pinned the 46% year-on-year uptick in earnings solely on the Alibaba investment, arguing that the real headline was the overall 7% dip in revenue. As usual, a few commentators went on about how CEO Marissa Mayer was to blame and how she had done nothing but dig a deeper hole for Yahoo!. While Yahoo!’s more »

  • Is This Giant Still a Buy?

    By Mohsin Saeed - August 2, 2013 | Tickers: FB, GOOG, YHOO

    CPCs are declining all across the online advertisement industry as advertisers are increasingly finding it difficult to monetize handheld growth. Yahoo! (NASDAQ: YHOO) and Google (NASDAQ: GOOG) have reported a massive decline in ad pricing. Their advertisement customers are not pleased with the increasing ratio of handheld advertisements, which are less effective as compared to desktop display. Facebook (NASDAQ: FB) has emerged as an exception to the norm with consistent more »

  • Yahoo!: Alibaba Is The Key Driver

    By Ishfaque Faruk - August 2, 2013 | Tickers: AMZN, EBAY, MSFT, YHOO

    The value of Yahoo's (NASDAQ: YHOO) stock price has been on the upswing, after the company posted solid bottom line numbers but revenues did decline. The company's asset holdings including Alibaba and Yahoo Japan have both seen solid top-line and bottom line revenue growth. A number of investors and analysts have stated that the market value of Alibaba can be as high as $120 billion.

    Equity holdings are more »

  • Facebook's Video Strategy Is Worth $16 Billion

    By Alexander Cho - August 1, 2013 | Tickers: FB, GOOG, YHOO

    Facebook (NASDAQ: FB) has been a crowd pleaser lately. After seeing the stock advance significantly over the past couple months investors have turned their attention towards advertising within a user’s newsfeed.

    Video advertising

    Facebook has been hesitant to implement a video advertising strategy, but now details are starting to emerge. The company is planning to sell video commercial spots for $1 million to $2.5 million per day. The more »

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