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Yahoo! Inc. (YHOO) Message Board

cjclink3 49 posts  |  Last Activity: Oct 14, 2014 10:08 AM Member since: Sep 29, 2010
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  • With Ms. Mayer now "persona non grata" with the investment community, I think they should let CFO Ken Goldman make some comments. He is a wise old sage, and if he instilled some confidence regarding their use of their new found Alibaba capital, the stock would pop. I've never seen such a rapid fall from grace for a CEO. I'm not sure Mayer has done a bad job, but she does seem to have a weakness, too much admiration of "smart" people, overrewarding them i.e. Tumbler CEO, and especially Henrique De Castro walked out the door with a boatload of $$ for what?. Such a rapid loss of trust I've never seen before.

  • Reply to

    Earnings Estimates

    by theeckman1 Oct 12, 2014 7:55 PM
    cjclink3 cjclink3 Oct 13, 2014 4:55 PM Flag

    Well, I'm long, but I can get orders if I'm giving the product away.

  • As one guy commented after the Barron's "JCP, Curb Your Enthusiasm" article, this is a classic hedge fund tag team takedown of JCP before their Analyst Day. First Goldman, then Barrons, Belus Capital, and of course, The Street's followup with "Why JCP is Falling Today"!! It's all aimed at killing any potential good news before it's out. They are flying off the rope corners right on to Mike Ullman's head before he even gets in the ring. This is why many investors think the market is a rigged casino.

  • It's only a $10-$20 million dollar investment in what some say is a company, Snapchat, potentially worth $10 billion. However, the media likes to fan the flames of concern over Marissa's spending by acting like Yahoo is buying Snapchat for $10 billion. These hedgies have the power of the pen, and the complicit media is always there to help.

  • They've already done 30 million in buybacks, 19 MM reported in June quarterly report, and probably the rest when it fell to $10.50 in July. . Is it in your wallet...all that "cash" returned to shareholders? Nope, stock falling $.50 - $1 per day and the only full wallets are in the execs pockets who shamefully sold their cheap $4 options "on the news" when it went up. Long and disgusted. Great products, lousy stock and management.

  • Reply to

    WLCDF signed a big distribution deal

    by zohydrated Sep 30, 2014 8:43 AM
    cjclink3 cjclink3 Sep 30, 2014 2:16 PM Flag

    Surprised that the stock did not move into the .80s though.
    I guess Hectatone was already in the stock price.

  • Reply to

    Long and Disappointed, Buybacks

    by cjclink3 Sep 29, 2014 2:34 PM
    cjclink3 cjclink3 Sep 30, 2014 12:10 PM Flag

    Please translate your comment. I'm long, but are you happy with this action at $15+/share? We were at $20 earlier in the year without the Ferguson opportunity.

  • Long Taser, but really disappointed in the stock action of late. In May, the company announced $30 million in buybacks. In the june quarterly report, they showed that $19 million were spent on buybacks. Given that the stock dropped to $10.50 about a month later, one might assume, that the last $11 million was spent there. I wrote IR about that, and we must wait til the next report to find out. Given that, I wonder where the stock would have gone without Ferguson, MO. We'll never know, but it rose to $18 (where our CEO sold over 200,000 shares, and the COO sold 20,000 at $16). Sorry to be cynical, but that always shows confidence to the market!! Given the largest wearable camera pportunity ever for the company post Ferguson, you would think these guys would be buying vs. selling, but no, it's like a candy store for them as they issue free or cheap options to each other. Once I saw the insider sales, I did sell $18 January calls and took in some cash. With the stock at only $15, that was a good decision as I can now buy them back much cheaper, but I'd rather have seen the stock go up. Disgusted and wish an activist would come in of someone take them private. I'll take $20/sh and be gone.

  • Reply to

    J.C. Penney: A Rising Tide Lifts All Boats

    by valueguy19 Sep 23, 2014 10:48 AM
    cjclink3 cjclink3 Sep 23, 2014 6:38 PM Flag

    Alloro,
    As I said, we own 13,000 shares of JCP, of course my wife is going to comment on what she sees when shopping at JCP. She also bought stuff in Dillards and simply didn't see the same lines. We're not imagining seeing 10 or more people in cash register lines at JCP. Go shopping yourself instead of being short behind a computer screen. Of course, shorts have never spread bad rumors or skewed their thoughts. Ever heard of an analyst Brian Sozzi, once very bearish on JCP, who went around in late 2013 posting the worst photographs of JCP interiors all over the web? Nothing biased about that is there? However, he's got religion now going from bear to bull on JCP. You can go into a Home Depot when they are doing inventory or stocking and take pictures like that too....stuff laying around, disorderly. Sometimes you gotta let go of your position and see the light. I'm up about $30,000 on JCP, how about you?

  • Reply to

    J.C. Penney: A Rising Tide Lifts All Boats

    by valueguy19 Sep 23, 2014 10:48 AM
    cjclink3 cjclink3 Sep 23, 2014 12:55 PM Flag

    Alloro,
    Didn't I say my wife also went into Dillards as well? I go to the same mall for mens clothes, and I shop at Macys, Dillards, and JC Penney. I hate to say it again because I can tell that your short position is keeping you from listening, but the lines are simply always longer at JC Penney. Do you want me to lie? I'm in for 13,000 shares, now at an average of $8.10/sh. I did sell Jan $13 calls on 3000 shares to take in some cash, but other than that I'm long. Has your short position made any money near that?

  • Reply to

    J.C. Penney: A Rising Tide Lifts All Boats

    by valueguy19 Sep 23, 2014 10:48 AM
    cjclink3 cjclink3 Sep 23, 2014 12:17 PM Flag

    My wife went mall shopping in Mesa, AZ on Saturday. She commented on the lines at JCP cash registers and particularly the dresssing rooms. She also went to Dillards and business was much slower. For what ever reason people may not like JCP stock, there is one thing that is now certain. The customers, their friends, and families are back at JCP. The lines are long everytime I go as well.

  • cjclink3 cjclink3 Sep 22, 2014 4:02 PM Flag

    Go to Instopedia and read "Do Stock Buybacks increase Share Price", and you will that there are many caveats other than simply decreasing the denominator to increase E/S. Sorry, but the market want earnings and profits to grow, and that's why it sits on Taser stock and always drives it back down. It didn't drop from $21 to $11 earlier this year because they impressed. And let me be clear, I've been in Taser since $4/sh and taken $52,000 in profits (buying and selling vs. pure holding), and still hold quite a bit. So I'm not a basher, just think this management should have done a better job in the past and through this Ferguson, MO opportunity. Many long investors own stock in companies (like Icahn, Dan Loeb, etc (I made a fortune on Yahoo following Loeb), and bring big objections to the way a company is run. Being long doesn't mean being a "pollyanna". I've let Taser management know my disappoint in them and I think they over reward themselves with too many options. Many analysts don't like their metrics. I hope this improves after Ferguson, but they always find a way to screw things up by underperforming, litigation, etc. As I said, they didn't drop from $21 to $11 earlier this year because they impressed the market with buybacks.

  • cjclink3 cjclink3 Sep 22, 2014 3:11 PM Flag

    It's artificial. Brokers/analysts want increase earnings. I just spoke with 2 different Charles Schwab analysts who has Taser rated an F. I told them about the buybacks, referred them to Taser's site. I asked why they didn't consider that in their ratings. One guy said it's a shell game, they want real earnings increase for the E/S to increase. So I'm dumb, Charles Schwab is dumb, and you're a genius. The only reason this stock went up was Ferguson, and there is still a 25% short interest from hedge funds and brokerages. Why don't the buybacks impress anyone?

  • cjclink3 cjclink3 Sep 22, 2014 1:33 PM Flag

    I'll take the dividend. Buybacks, like stock splits, are a "shell game" to create the illusion to dumb retail investors that they are "getting something back". Ever notice how insiders are only incentivized by being given cheap or free stock options? Why aren't they happy enough with buybacks? Because they are just for suckers like us.

  • cjclink3 cjclink3 Sep 22, 2014 12:13 PM Flag

    a) no one cares about buybacks...it's just a shell game to reduce the shares, kinda like a stock split, doesn't really do anything to impress analysts.
    b) this mgt didn't hype or defend the stock during the greatest opportunity (Ferguson) that it will ever see
    Long and disappointed

  • I saw Ms. Mayer on the NYSE floor, and then saw CNBC interview everyone who ever worked or was associated with Yahoo. She sure bolted out the door.....had to buy that Indian company, and apparently had nothing to say, or didn't want to be asked anything.

  • Reply to

    buybacks??

    by pebble14x Sep 19, 2014 1:49 PM
    cjclink3 cjclink3 Sep 19, 2014 2:48 PM Flag

    I'll take the cash and some options just like the big boys and girls on their board want. As I said, did buybacks inspire Henrique de Castro? Nope...theese guys want instant cash on the barrel, like free shares. Buybacks are for retail suckers. By the way, I'm in Yahoo at 4500 shares at an avg. cost of $17, and I do my own investing. There was hardly an investment advisor who would have bought Yahoo back then. But, I don't think buybacks are reason that we are at $40.....it's all been Alibaba. And, as for Marissa's stewardship of money, I'll just point to Tumbler and de Castro as wasteful spending. By the way, Eric Jackson, Hedge Fund Mgr, agrees with me.

  • Reply to

    Credit Suisse, Bloodied but not Down

    by cjclink3 Sep 19, 2014 12:48 PM
    cjclink3 cjclink3 Sep 19, 2014 2:08 PM Flag

    Credit Suisse never pumped up the price, their target price is $7. Frankly, I'm in for 10,000 shares at an average price of $7.75, so don't cry for me, and I'm not crying just pointing at the games Wall St. plays. I expect this #$%$ to happen and sold 3000 shares at $11, and sold some Jan. $13 calls as well. That's not because I don't think it's going up more, I just know the game...too bad you don't.. Best of luck shorting.

  • Reply to

    buybacks??

    by pebble14x Sep 19, 2014 1:49 PM
    cjclink3 cjclink3 Sep 19, 2014 1:59 PM Flag

    Buybacks are an artificial way to increase earnings/share by decreasing the denominator. Unfortunately, if you have ever owned "bought back" stocks, you may have watched them go down with dismay. Why? Because the market wants to see a genuine increase in earnings and assign that a multiple. They aren't fooled by the buybacks.....they want more earnings. Do you notice hat Boards of Directors aren't just satisfied or motivated with buybacks . They want cheap or free options and get them. Look at a guy like Henreque de Castro......who walk off with millions on awarded options. Do you think they could have "inventivized" him to come from Google by telling him about buybacks. Buybacks are for retail suckers like us.

  • but not Marissa. We had Jack Ma, Softbank CEO, Ross Levinsohn and everyone that no longer works at Yahoo. Marissa was on the floor of the NYSE and I guess she bolted...I hope not, and she'll get on TV today. Bring back Levinsohn, and try to never think of Henrique de Castro who walked off with a fortune because Marissa "learned an enormous amount from him at Google".
    I'm long Yahoo, but very disappointed today. Market has lost trust in Marissa's stewardship of the money. She can say "we've been good stewards of capital", as she did a few weeks ago, but no one believes it anymore. She can stick her head in the sand over Tumbler and Henrique, but no one is forgetting it.

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