investora2z I wish you much success in your investing. Unfortunately it wont be with AOL no matter how much you wish and hope. AOL's metrics are just too weak as was clearly seen in Q1. Unfortunately it will get much worse in Q2. Legacy dial-up subscribers (the only cash-cow of the business) are heading to the exits, search revenue is in rapid decline as we witnessed yesterday from ComScore, Huffington Post according to Alexa is losing market share despite all the money being invested, Patch is an undisputed failure and TechCrunch is in disarray. AOL On video is losing unique monthly visitors and AOL email users are now checking their email on their smartphones bypassing the AOL homepage. IMHO AOL will be a sub $30 stock after Q2 ER. Good luck my man.
No surprises here.
I need to clarify the sales action over the past quarter. A decease of 35% or 20,632,100 shares held by institutional investors. Insider sales of 403,173 or 23% of shares held. Not suprising given that AOL management values its own shares at $28. The price they set for the buy back program and confirmed by Trefis.
The two most important people in the executive suite are now out the door; Art Minson and Ned Brody. To add insult to injury, March 2013 Comscore and Alexa show horrific metrics for AOL search and unique visitors. Ouch!
AOL helped the Fool get started with a seed-money loan in 1995 and now holds 13% of Motley Fool stock and one seat on our Board of Directors.
David Gardner, who owns the money that funds the Rule Breaker Portfolio, bought AOL when the forum opened in 1994 (before the AOL invested in the Fool), and sold half of the investment in 1997 (before a huge run-up -- ouch!). But we sincerely hope that anyone investing in AOL (or any other company) does so only after independently researching the company, gathering information and opinions from many sources and arriving at their own decision. Anyone who buys or sells a stock based solely on Fools' expressed opinions is doing so for the wrong reason.
The fact that many AOL subscribers are paying for their email address when their true ISP is DSL or cable broadband is a very disconcerting and should be publicized and investigated. AOL knows full well how its subscribers are connecting to the internet. When you truly think about it, how does Tim Armstrong and his board of directors sleep at night knowing that they are taking advantage of people's ignorance. I would love to see a courageous reporter ask him and the board about this. Spread the word to the press. Spread the word to AOL subscribers, who may be double paying to go online.
Sentiment: Strong Sell
Shorts could help the cause by educating unsophisticated AOL users who are still paying for AOL email even though they also have DSL or cable broadband. I helped an old lady last week convert to free AOL email. Amazing, simply amazing how clued out some people are.
...and for those of you who care to listen; AOL will now drop even further to 20. This company is a dead man walking and its major institutional investors dont realize it.
Because AOL is progressively becoming irrelevant. Dividend date has passed and people are now focusing on more worthy investments. AOL has no competitive advantages. It’s a portal in decline trying desperately trying to reinvent itself as a media company. 2012 will be remembered as AOL's dead cat bounce.
Sounds like you have drunk the Kool-Aid. Good luck but I think your numbers are very wrong and AOL's growth prospects are poor at best. We shall see.