BABA is primarily China e-marketplace. Just after the IPO they statred to be aggressive doing business outside of China. BABA currently controlled 80% of market shares in China. So what is the impact of foreign trade I say almost "nil". yeah baby. Like I said BABA with huge resources is now investing outside China yeah baby.
So how's short bet. Another losing week for you. We have one of those trading days with very low volume today, a mere 4M+.
Of course I don't know and if I know it, I would not post it obviously. But here is another bottom line fact: this issue is repeatedly commented by MM and Ken G on at least two occasions that is during Q3 earnings conference and during tech conference that they assured shareholders that will get the information and they will hand the decision on or before or just after Q4 earnings reports, so anytime, tomorrow, this weekend or to late Jan 2015 yeah baby. it is coming baby, I can feel it baby. I also feel YHOO $60+ (C, BAC, and Topkeka) yeah baby.
Like it or not, Tumblr having unique diehard online users will be huge for YHOO's growth revival. Watch out for Tumblr to be engine of growth of YHOO for many years to come. love to own Core reviving big time and Asian assets, a goldmine investments in China and Japan. The Asian assets alone could grow to most likely around $60 to $100 per share after split from Core yeah baby, about $60 now but carrying entire YHOO market valuation.
You don't expect those analysts upgrade from Topeka recently, BAC Merrill, Citi with over $60 plus price targets because it is a fact baby "it's coming" baby. Yeah YHOO over $60 when YHOO announce it yeah baby.
eggnog is good as long as YHOO gets the $17B savings they are talking about. The fact is "it's coming baby, just a matter of when baby.
Either we get surprise anytime or next month. At this time, YHOO finally got the approval from IRS they are waiting for. Now YHOO trying to find the best time to announce it yeah baby. This is huge many analysts estimates tax efficiency savings of +-$17B yeah baby.
Sentiment: Strong Buy
If the target savings is correct, about $17B, then I expect a strong upside from YHOO's current share price. However, we should not count the chicks until it is hatched.
I agreed with Tumblr but FB is still the "King of Social Media" and most diversified and no one near to compete. They have the largest online users, over 1B and of course that is where the advertisers will go. If Tumblr, Snapchat, and other unique social network improving their bottom line, so as FB. I think FB with large resources will not sit around and let others overtake them. FB is aggressive and continue to invest. FB without a doubt will hit triple digit next year. Yes this time Tumblr will be instrumental to YHOO core reviving growth starting next year.
How many successive quarters in "red" before you give up on him. Time to ignore this high octane, high ego billionaire, he thinks knows everything. Not just mental faculty but I rather with the company of college drop out like Bill Gates and Mr. Z better than the smartest student from Princeton.
If you are option trader, I don't blame you but if you are shareholder, you getting impatient. Unless it was reported, MM will give us and announce her plan very soon. Hang on there buddy, it's coming baby.
No effect now after a three months transaction. If it is just a week old, it could have a significant negative impact on YHOO shares.
I am watching YHOO MM now until earnings call if she is going to make a major announcement especially the tax savings (up to $20B) before Q4 reporting. YHOO hype will continue to build heading to earnings reporting. Good luck longs.