Yahoo! Inc. (YHOO) Message Board
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First and foremost - the div rate of 8.5% is now safe. I hope they do stock buyback - enough of it so that they double the div next year. I don't mind holding this stock forever and be a perpetual cash generator. These are the type of stock I love. Why sell and look for another one that could be a winner or loser. I like the management here too!
Sentiment: Strong Buy
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Excellent analysis - I disagree with the 25% part - it is more like 10%. I am planning to sell 50% when the stock reaches 16 - which I expect in the next 6 months (if there are no additional deals such as increased dividend or major stock buyback announcement). I can afford to be very very patient - thanks to dividends - and now it is virtually guaranteed given this deal. Remember - this deal is only Electronic part of the platform and BGCP continues to hold the rights to the plat form and can come back and compete in 3 years!
This is closest to free money one can get! I had this same feeling when BRK.B hit $70 about a year ago.
It is just a matter of hedge funds sniffing the value from this deal - and we will see inflow of cash!Sentiment: Strong Buy
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Wondering why people are selling?
Sentiment: Strong Buy
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After hours - BGCP is trading at 5.48.
Just looking at dividends, we should expect 0.14 for the next quarter. There are no plans of distributing $750 mil, though we may get share buyback or additional investments in future and is not included in the 0.14.
So, we can expect about 0.56 div on annual basis - still 11% at the current after hour share price - and now with almost ZERO risk. Bought some more at 5.45.
This monetization is awesome unlocking of value for us - the existing shareholders - waiting patiently - and enjoying 10+% div for a while now.
If we assume 10% of company (I know it is only 6%) unlocking $2.50 (assuming 300 mil shares), we can expect the stock to trade easily around $25 to $30, still have 2+% dividend that increase over time, probably cash of $4 per share. Won't be surprised to see additional asset purchases to increase income, dividend and book value!!! Wow! rarely held a stock with this much value and this much committed management!Sentiment: Strong Buy
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Where is the damn board of directors?
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CEO makes way too much in salary for a company of this size. He should have more equity and align interest with rest of the shareholders!
Good luck longs! Stocks like LUK are better buy. -
Not much. Just 10,000 shares. So, I still have ways to go with loading up on this one. Contrary to popular belief, I actually like the management that deals with problems squarely. As I said, I have the patience of a mule. I did that with GTN and got handsomely rewarded with more than 200% return in less than a year. Would like all the day traders and short timers to sell and go away and let the management do its job of growing the company at 40% rate.
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cool. Bought some at 2.28. Will buy more at 2 and 1.5 - Planning to hold for a long time... This will go back to 10 in 2 to 3 years as the transition year (2013) passes. I am patient!
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Options for 2015 and 2014 seems to be very cheap, should go up on buy backs - but - you lose dividends, One of few tech trading below book - Some news letter compared this to IBM of 1993 and it got got rescued as they changed their business model from hardware to Services!!
Sentiment: Strong Buy
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Good for him and good for us. The lower the stock moves, the more are chances of byubacks and stock splits.