YHOO or SFTBF? What do you think? I have 30% of my money in YHOO and 30% in SFTBF (not SFTBY) and have happily been watching the stocks rise. Question: With SFTBF holding more of Alibaba and the mention that YHOO must sell a portion of their's, which stock is better to have now, up thru the IPO and the affect afterward,,,,thx
at a 150billion IPO cap for Alibaba,YHOO has 100% of their market cap in Alibaba shares, Softbank has approx. 60% of their mkt cap in Alibaba shares. YHOO should be a 1:1 tracking for the Alibaba IPO SFTBF should be 6/10ths tracking of Alibaba.But that said, the mkt seems to like SFTBF better mainly because their core businesses are stronger vs YHOO's, still YHOO's 100% mkt cap/Alibaba IPO value is compelling,especially considering the YAHOF ownership which equates to another $10-12/shr value in YHOO..