Spinoff is one of the scenarios that Ken G was kept mentioning it during internet conferences he attended besides shares buyback. Like I said they can make an announcement on Nov 18 or later if this is the plan.
What is really the "catalyst" why YHOO will be up "huge" tomorrow. Convince me yeah baby.
One more good quarterly earnings report say Q4, markets will finally give credits to YHOO core. So it means what is BABA's worth to YHOO, YJ worth to YHOO and plus YHOO core valuation equal YHOO share price yeah baby $70 to $80 per share then triple digit YHOO baby.
Yeah baby, more upside to come baby I can feel it. The earnings report last Nov4, today is 11/11, Single Day and hopefully Nov 18 YHOO will announce the split of the company into two holdings yeah baby, meaning $55 to $60 YHOO yeah baby. If BABA breaks the $8B sale reporting tomorrow, YHOO will be heading higher tomorrow.
Sentiment: Strong Buy
My personal analysis of BABA is comparing it to AMZN with negative earnings, that is the latter is trading over $300 stock currently. My analysis therefore is to reverse their share price, BABA should be trading over $300 instead of AMZN yeah baby. Then that will be a fair assessment.
First of all FB will be a $500+ share too. I compare FB with goog, now a $500+ share, both dominating their specialty. But I strongly believe FB is a lot of more stable than goog going forward.
When you think of BABA share price, think of AMZN over $300 share, as well as AMZN with "negative earnings compared to BABA huge earnings.
Not bad strategy. BABA is definitely strong buy even now.
Good luck buddy but I very confident you can't YHOO stock going forward, "best of best", no brainer, easy money, BABA's baby yeah baby. I smell $55 sooner than later yeah bay.
I have no doubt whatsoever SnapChat' partnership with YHOO will be huge going forward. I hope MM can get this done quickly.
Right now, there is no reason YHOO will not get there sooner than later. YHOO is very bullish going forward.
Wrong strategy "selling all". Should sell a few and keep some. So you going back to markets to buy another stock. Which one! yeah baby. That stock versus YHOO, which got the super momentum for the upside right now yeah baby. Yahoo, Yahoo, Yahoo. I rest my case.
I fully agree that YHOO is really headed to triple digit per share and mostly likely to happen next year. Right now there is so much positives about YHOO going forward. One of course notable positives of YHOO is owning 16.3% stakes in BABA. But what really counted most is that YHOO will get to triple digit is revival of YHOO core growth with a combination of strong, aggressive shares buyback (just from Jul 2012, $7B spent) and more to come, this is really the key for triple digit YHOO. This is my personal opinion only.
If status quo to happen, it is okay for YHOO because she has BABA (16.3%) to play a role to keep YHOO shares in the positive momentum going forward. But of course I prefer buyout or spin off. All three scenarios are positive to YHOO shareholders no matter what the outcome will be.
Status quo, buyout or spin off. One of these scenarios will happen to YHOO and it only means more money to YHOO shareholders. Say nothing will happen, still status quo with YHOO Q3 indicated core growth is at hand now so going forward it is only positive what we continue to hear from YHOO. On the hand if a buyout or even spin off to happen yeah baby, instant jackpot to YHOO shareholders.
Sentiment: Strong Buy
Standard deal is more or less 80% stocks and 20% cash; $55 to $60 whole YHOO. My other scenario I am thinking is that Nov 18 or later, YHOO will declare splitting the company into two: core and Asian assets and MSFT would offer cash deal to buy core.