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Microsoft Corporation Message Board

firsttestcase 15 posts  |  Last Activity: Jan 28, 2015 11:58 AM Member since: Apr 8, 2005
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  • firsttestcase firsttestcase Jan 28, 2015 11:58 AM Flag

    Most here specialize in half only are revealing part of the story. By doing the spin off shareholders avoid paying tax on the transfer of funds to yahoo from baba to the spinof co.. If they did not do this then yahoo would pay once and then when you sell your shares of yahoo you would pay again (based on the increased value of yahoo). This way you do not pay at the time of transfer and only pay once. The sad thing is I think you know this, but choose to deceive.

    In terms folks can are going to redo the kitchen in your rental property...if you do it yourself and do not have a tax id in your state you have to pay tax on everything you buy (% varies by state)...but if you have a tax id or have a contractor do it items can be bought without paying sales tax. So you avoid paying the first, sure if the value of the property increases and then you sell it you have to pay capital gains taxes.....but you don't pay twice. Sure , I know they are two different kinds of taxes.....but so are the corporate taxes paid by yahoo and the capital gains taxes paid by you.

    I am sure there were other options, but I think this one give the shareholder the decision what they want to do with their equity and when and how they pay their taxes (once). If they simply distributed it directly we would not have that option - we would lose the option of holding baba and we would have to pay out taxes with the transaction - to some that might be fine, however others might like to hold it and see what happens.

    Would you rather pay once or twice?

  • Reply to

    Does Alibaba sell

    by osx_scripts Jan 28, 2015 5:34 AM
    firsttestcase firsttestcase Jan 28, 2015 7:17 AM Flag

    Timing of report is highly suspicious....sounds like it is designed to cast doubt on baba going into earnings.....and to counter positive news for yhoo. ???? is probably not about honesty or integrity,,,,,but rather greed, control and manipulation.......

  • firsttestcase firsttestcase Jan 27, 2015 8:36 PM Flag

    Yes it is....let the bidding begin. :) Or, wait for the spin off of Yhoo Japan and then let the bidding begin. :)

    Look'in good !

  • Reply to


    by baby_got_new_shoe Jan 27, 2015 6:58 PM
    firsttestcase firsttestcase Jan 27, 2015 7:48 PM Flag

    Looks good to me. But I don't think people fully realize how much of the value of yhoo has been unlocked and saved from taxation. It really should go up to 55 or 56 and then jump up again when baba's earnings are announced. I guess this gives us time to adjust our portfolios and add about $5-$10 for every share that we buy between now and Thursday....unless folks figure it out before then. Not sure why they don't see it right now. It is pretty clear that yhoo has structured a significant tax savings....and that the core can make money....what else could people possibly want?????

  • firsttestcase firsttestcase Jan 16, 2015 1:11 PM Flag

    The decline in share price this week has no material or financial basis. The company is doing just fine. As for the price - it looks like a good time to buy rather than complain. I know someone must be selling but they do not seem to be very verbal about it !!!

    The market as a whole has declined
    Folks are waiting to find out if yhoo has come up with a plan regarding taxes on their huge windfall from baba.

    Earnings report will provide a basis to judge the continuation of the core turn-around.

    The report will also tell us the number of outstanding shares....

    This information will provide a basis to guide future price action......with good new I expect a solid move up.....bad news will probably drop it a bit but it seems to me that the downside has pretty much been incorporated into the current price. Therefore I bought shares this morning. Like any investing - I could be wrong, but from the standpoint of what I know today....I feel pretty good about it.

  • Reply to

    The coldone bought more Yahoo at $45.88

    by coldonewon Jan 16, 2015 10:15 AM
    firsttestcase firsttestcase Jan 16, 2015 12:53 PM Flag

    Yeah, added more at 45.92. Hope this is the low point...but it is a pretty soft market right now.

    I am beginning to wonder if insiders have some less than positive news regarding tax plan(s) or earnings...then again it went down about 5-6 dollars when it should have gone up in late September when baba was listed well above offering price. ?????

    My estimate of value is in the 57-63 I feel very solid about buying at this level).

    Will buy more if it goes down from here. Ok..... lets see what happens


  • firsttestcase firsttestcase Dec 24, 2014 6:20 PM Flag

    Yhoo: Find a good solution to the tax problem, but please forget AOL, i really think AOL it adds nothing material to Yhoo IP or core structure. Will it make money now and in the future? . There must be a better way to realize tax savings. It seems that those who own AOL simply see this as an easy out with a fast gain for them. Yhoo has done well on its corporate investments, if anything they sold two chunks of BABA too soon (then again, without the sale they probably would not have realized the significant gain this year.

  • firsttestcase by firsttestcase Dec 14, 2014 11:29 AM Flag

    It seems that Nuance has never been driven (or forced) to provide value to it's shareholders. Several years ago I rode the price up from the low single digits to about 28 and it seemed like the sky was the limit..,great technology, strong patents, and VR and dictation, and pdf copy and translate systems that worked. The Watson demonstration (partnered with IBM) were excellent and it looked like profits would be immediate.l Then nothing positive happened. I sold all but a few hundred shares (bought at about 6) near the peak, expecting to buy back when some positive news came in or a buyout was imminent - it never happened. I finally gave up and sold the last shares at about 20....still thinking nuan had a good future.....but nothing happened. All that great tech, the dozens of acquisitions, the billions spent.....and no real return on the investment....except for the CEO who seemed to receive extravagant compensation - particularly compared to low profits and returns, The shareholders simply had to absorb years of loses......

    I have not been watching nuan....but is there any hope for the company? Or is all that investment in great tech being wasted!!!!!! - If so why?

  • Reply to

    TWO IPO this week both has YHOO connection

    by goingbravo Dec 10, 2014 10:39 PM
    firsttestcase firsttestcase Dec 10, 2014 11:51 PM Flag

    Yeah, I expect yhoo to continue to rise...but perhaps not right away. I am not sure about impact of the two IPOs (tomorrow and Friday) as the market as a whole seems to be in a pretty strong correction this week. Hard to swim against the tide! I am in a hold mode, but will buy more if yhoo keeps on falling....IMO, yhoo needs to define its mechanism for tax savings...then it should move up quickly.......until then, I expect it to follow the market and honestly, I the market could swing either way.

  • Reply to

    SFTBY drop in comparision with BABA and YHOO

    by firsttestcase Nov 17, 2014 1:43 PM
    firsttestcase firsttestcase Nov 17, 2014 3:48 PM Flag

    Thank you for your well reasoned response. I still hold yhoo, because I think it is still undervalued, If baba pulls back I will buy some, but I think it really needs to digest its current price level. Getting my feet wet with sftby. Price just seems way too low given its baba holdings, but you are correct about it being a pink sheet stock with pretty low volume and, among other things, no after hours escape hatch.

  • I have done well with yhoo (up from 14 and change) and baba (out recently in 115 range). Softbank is the largest holder of BABA and they did not sell a thing. Seems to me they should have gained on the IPO and the near doubling from 68 to the present level (almost a double post ipo price). Yet SFTBY is down from about 40 in Sept to a little over 34 now. I know that Sprint did not have a good quarter...but that is a relatively small portion of the Softbank portfolio compared with BABA. Given this information why has SFTBY dropped of late?

    Sprint can only be part of the answer?

    What about debt?

    What about liquidity?

    Are there other bad holdings in the company?


    To me sftby at 34 looks like yhoo did to me when it was in the mid 30s in October ....yhoo is now over 51.


  • firsttestcase by firsttestcase Nov 12, 2014 4:01 PM Flag


  • firsttestcase firsttestcase Nov 11, 2014 7:56 PM Flag

    I think that train has already left the station. It was an interesting idea when yhoo was at 34-38.... but at 49, I think that the price is too rich. Yhoo is still undervalued, however it costs a lot more in real dollars today than in August or September.

  • firsttestcase firsttestcase Nov 11, 2014 11:50 AM Flag

    No, this is a healthy pull back as people process the huge run up in share price and the excellent results of singles day. I expect both yhoo and baba float around this area if not lower for a few days while people take profits and consider the next leg up for both. IMO Yhoo is still undervalued and I expect it to be in the 50s by the end of the year if not early next year. Yhoo It seems to lag well behind the value of the sum of its parts on the way up but to pull back down in cadence with any hesitations or bad news in the market.

    The past few days have been fun.....

  • firsttestcase firsttestcase Nov 8, 2014 10:46 AM Flag

    Protesting what....yhoo's increase in share price? If you want a dress or hand bag sell some of your own shares and buy them for yourself.

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