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Yahoo! Inc. Message Board

hedgingmywayhome 47 posts  |  Last Activity: Dec 13, 2014 9:35 AM Member since: May 11, 2007
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  • Reply to

    Cervical Paralysis

    by hedgingmywayhome Dec 13, 2014 7:47 AM
    hedgingmywayhome hedgingmywayhome Dec 13, 2014 9:35 AM Flag

    Well said! Some may interpret my message as a bandaid. Others will be fearful. I hope for some fear in the hands of the weak as adding to my position will occur as their shares are shaken loose.

    Sentiment: Strong Buy

  • hedgingmywayhome by hedgingmywayhome Dec 13, 2014 7:47 AM Flag

    STEM would not recently begun cervical repair if they were not making continued progress in the CNS arena. The alzheimers loan is forgiven and was a minor, very minor, part of the scientific focus of this company. In a few months STEM will be over $3 . . . biotechs with even remote successes can and do explode upward in price dramatically. This will be a great entry point once the market opens. Note their recent conference was all focused on MCD and CNS.

  • hedgingmywayhome hedgingmywayhome Nov 18, 2014 11:24 AM Flag

    With a Reverse Morris Trust .. what happens, if anything, to current yahoo shares and options. Is a new stock created? Dazed and confused . . .

  • For the fourth time I have brought this to your attention. Is no one listening? Where is the Yahoo PETS magazine? Since the 1970' s pet ownership has tripled to some 164 million. 62% of households have a pet. Would they not want a place for information, guidance, insight and social sharing? Please do something . . or perhaps I should just send a letter to the board of directors. This seems like a simple, common sense resource that should expand readership, viewers and clicks.

    Is anyone listening?

  • hedgingmywayhome by hedgingmywayhome Oct 14, 2014 10:39 AM Flag

    Why not borrow against the Alibaba holdings and buy back some 500 million shares of stock at a cost of some 20 billion dollars? Enough acquisitions for talent have occurred so now let them do something with the core business. Certainly if she cannot fix the core business, then her exit compensation with a much, much higher share price should make it worth her while. It would certainly make a few shareholders happier.

  • hedgingmywayhome by hedgingmywayhome Sep 23, 2014 10:00 AM Flag

    C & H is brewing . . . this could be a hot cup to hold in three months as it breaks out . . AGAIN . . one should consider the technical components as well.

    Sentiment: Strong Buy

  • hedgingmywayhome by hedgingmywayhome Sep 13, 2014 6:26 AM Flag

    Bring all the animal lovers . . and that is a lot of people . . . to YAHOO.

  • hedgingmywayhome hedgingmywayhome Sep 6, 2014 10:43 AM Flag

    It must be nerve wracking playing on the short side . . . but play at your own risk. I would suggest, though, some sleep aids to get you through the next few weeks. Everyone deserves a good nights rest and your position appears you will not get any.

  • hedgingmywayhome by hedgingmywayhome Sep 5, 2014 11:11 AM Flag

    It should not go down simply due to the value as a takeover target with positive cash flow, high visibility and utility for any acquiring company wanting an internet showcase and a huge net worth increase. The price should rise with IPO valuation and then a target jumps on YHOO's back . . how much will a company pay to buy 10's of billions of dollars either on hand or sitting in stock and have the talents, energy and creativity sitting in the Yahoo vault? Those who get in now can appreciate the IPO valuation increase and then the likely takeover price increase in the near future.

    Sentiment: Strong Buy

  • hedgingmywayhome by hedgingmywayhome Jun 25, 2014 1:37 PM Flag

    If one takes a PE of 20, very reasonable in this sector, then current core value s/b $24. The latest est. from CNBC showed Alibaba mkt cap estimated at $220B. Yahoo mkt cap on Alibaba alone would be some $46B. Yahoo Japan est at $7B . . . all together one sees 24+46+7= $77B, thus a stock price at some $75-$80 dependent upon stock buyback. EVEN if Alibaba is closer to only $150B mkt cap, then Yahoo mkt cap would be approx. $64B . . . or approx $60-70 per share. I think it is as simple as knowing for sure what Alibaba prices at, then no one can estimate anymore. The numbers will speak for themselves and unless the Alibaba IPO tanks, Yahoo has to go significantly higher. It may move upward violently as if a takeover offer was tendered . . . which is possible as well. In any event, Yahoo moves higher over the next two months rather significantly.

    Sentiment: Strong Buy

  • hedgingmywayhome by hedgingmywayhome Jan 30, 2014 7:17 AM Flag

    FB mgmt has had a long time to get where they are today, Marissa has made tremendous success in a very, very short time. This is a bump in the road and a GREAT buying opportunity. Wait 6 months and see . . .

  • hedgingmywayhome by hedgingmywayhome Jun 8, 2013 9:25 AM Flag

    To compare, first adjust share price for shares outstanding. Yahoo has 3x as many, thus Goog would trade at $280. That moves its EPS down to $11 per share from $33 per share. IF Yahoo was equal to only 1/4 of Google (and the EPS suggests it should be more like 30%), then Yahoo could be trading at $280 x 30% or $84 per share. The moment Marissa shows revenue growth even without the profits catching up initially, Yahoo will take off. It is a matter of time and Yahoo will make a very significant run. Those catching this ride are buying their tickets today.

  • hedgingmywayhome by hedgingmywayhome Jan 6, 2013 10:35 AM Flag

    Yahoo is 1/10 of Google. This management team will close that gap . . . and, at least, in the short term, the expectation that the gap WILL close will make many bet now while the betting is cheap. On speculation alone the market cap of Yahoo will soon be 1/5 of Google's . . . that puts the stock in the low $40's . . . . the unknown that Alibaba offers will aid in the stock appreciation well before Alibaba does IPO. Way too many favorable speculative factors to not think this gap will narrow and soon. Yahoo will be a bigger player in the short term . . . how soon before the completion of the stock buy back is announced?

    Sentiment: Strong Buy

  • hedgingmywayhome by hedgingmywayhome Dec 16, 2012 10:59 AM Flag

    It looks like Apple and Google will move market cap dollars to Yahoo. The inevitable volume shift coupled with fewer shares for sale with the buyback, and you sense a movement in Yahoo that has been pent up for a long time. Yahoo market cap can easily be $80B.

    Sentiment: Strong Buy

  • hedgingmywayhome by hedgingmywayhome Dec 9, 2012 6:59 PM Flag

    As one observes the relationship with Google, the mkt. cap potential and the share adjusted comparison . . and Ms. Mayer and company . . . it is very difficult to not see Yahoo in the $70 range over the next 12 months. A huge move, yes, look at AAPL over the past year . . . just know the potential is there and it begins here . . . play not, gain not.

    Sentiment: Strong Buy

  • hedgingmywayhome by hedgingmywayhome Mar 17, 2010 11:50 AM Flag

    By tax day you will be looking@ $6.75+ with upgrades and company news occurring.

    All must note 70% of sales for 2010 have ALREADY been made!!

    The upgrades, after this last frenzy of accumulation ends, will flow fast and furious.

    A PE of 15 and earnings of $.75 for the year indicate a share price of $10 . . .

    Watch share price control move accordingly.

    It has been announced here. Invest wisely.

  • Reply to

    Bad Info

    by realistic_sob Mar 10, 2010 8:49 AM
    hedgingmywayhome hedgingmywayhome Mar 10, 2010 10:20 AM Flag

    Yea, what a misleading site. GSI has announced earnings will be released prior to market open on MARCH 16.

    There is no release as of yet.

    More accumulation games underway.

  • hedgingmywayhome by hedgingmywayhome Mar 8, 2010 12:15 PM Flag

    Hmmmm. . . . very interesting. It seems GSI may be giving all one last week to take a position before the real earnings story is made available to all.

    There is much accumulation occurring here.

    If earnings are on track for 2010 around $1 per share and P/E ratios like CNAM's 45 (china armco metals) abound, you do the math.

    A P/E of 45 with earnings of $1 per share, translates into a price per share of some $45. NOW, that is a bit much for GSI to achieve in the short term, BUT $5 is an incredibly cheap price for a stock with the projected earnings that GSI has indicated.

    One could anticipate paying a double digit price by the end of April. This opportunity will not last long . . .

  • hedgingmywayhome by hedgingmywayhome Mar 7, 2010 11:06 AM Flag

    Trades at $9.75 with a P/E of 42. FORTY TWO !!

    GSI earnings projections in 2010 of $1 per share would give GSI a PE of 5 right now.


    A PE of 10 is considered exceptional. Many companies trading in 20+ PE range.

    This puts GSI's price tag between $10, at the very low end, and $20, at the upper end with $1 per share earnings. Even the lower forecast of $.70 earnings per share would suggest a stock price pushing $10 based on available PE comparisons.

    IN many cases, the price would be higher. Hard to believe this stock is not in the $15 range today.

    It shall be very interesting watching the volume moves this week after earnings . . .

  • hedgingmywayhome by hedgingmywayhome Mar 6, 2010 9:33 AM Flag

    LOPE - Grand Canyon Education.

    Just for grins and comparison . . . with a current price of $23, LOPE has similar float as GSI.

    It is interesting to see what investors will pay for earnings. LOPE has a P/E of 39 !!

    GSI, with the expected earnings and earnings outlook for 2010, is so much more than a $5 stock !!!

    In the short run, this stock looks poised to move up dramatically. Believe this if nothing else:

    Investors WILL NOT allow GSI with potential earnings of between $.70 and $1 to remain with a $5 price tag for very long.

    Earnings are out this week, General Steel will kickstart many portfolios.

    . . . a $5 stock . . . what a joke and soon to be something of the past. Wait till the end of the month and see what it cost to buy ?!?!?!?!?!!!!!!

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