Yahoo!, Inc. (NASDAQ:YHOO)

CAPS Rating: 3 out of 5

Yahoo! wants to be your portal to everything on the Web. Focusing on search and personalized content, it’s a global internet brand.

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Member Avatar AnsgarJohn (99.24) Submitted: 2/7/2016 12:28:26 PM : Outperform Start Price: $43.87 YHOO Score: -15.47

Verizon talking about buying (part of?) Yahoo at $27

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Member Avatar Kenji94 (38.58) Submitted: 12/27/2015 8:25:44 PM : Outperform Start Price: $33.90 YHOO Score: +6.50

Trading way below the sum of its parts valuation.

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Member Avatar JaysRage (86.38) Submitted: 12/21/2015 1:17:30 PM : Outperform Start Price: $33.13 YHOO Score: +7.40

Though Yahoo is a technology company, I see this as an asset play. Using very conservative multiples, a simple sum of the parts analysis of Yahoo will come to the conclusion that the company is clearly undervalued. "Investors" clearly have doubts that Yahoo is capable of unlocking that trapped value, but the potential here is too much to ignore.

Alibaba holdings -- Market value = 29.82 My estimate of fair value = 22.36
Yahoo Japan holdings -- Market value = 8.35 My estimate of fair value = 6.96
CASH net of debt = 6.5
My conservative fair value estimate of Yahoo core business = 7.5

My (extremely) conservative value of Yahoo by a sum of parts analysis = 22.36+6.96+6.5+7.5 = 43.32

Due to unknown time-frame to unlock value, I require a 20% discount to this extremely conservative estimate, resulting in a buy target price of 34.65

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Member Avatar murphydevani (70.67) Submitted: 8/21/2015 9:15:01 AM : Underperform Start Price: $33.58 YHOO Score: -5.96

Target $30

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Member Avatar tommygreen (< 20) Submitted: 7/23/2015 7:03:56 PM : Outperform Start Price: $39.58 YHOO Score: -6.36

Know your stocks, and I know Yahoo!...Yahoo! entered the fantasy sports gambling business today. The stock price is down, because of poor earnings. This is do to the money invested in technology during the last quarter. Yahoo! is the leader in fantasy sports providing most excellent analysis...don't believe me!?!? Ask Brandon Funston! ...wait until this football season starts...earnings for the 4th quarter on gambling revenue will increase at a ridiculously high rate! Yahoo! is going to kill it!

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Member Avatar MightyMinnow (43.40) Submitted: 6/2/2015 6:59:48 AM : Outperform Start Price: $43.18 YHOO Score: -13.73

Positive internet privacy trends. at&t passing the content buck to them will increase traffic .

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Member Avatar bkinvest (62.30) Submitted: 6/1/2015 3:45:16 PM : Outperform Start Price: $43.36 YHOO Score: -13.80

Good way to play Alibaba....tax affect of spinoff is net neutral to me since I hold it in an IRA

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Member Avatar mjtri (33.25) Submitted: 5/21/2015 12:19:50 PM : Outperform Start Price: $43.76 YHOO Score: -13.70

Yahoo is kind of like a holding company right now, so it needs to be valued using a sum of the parts approach. Simply put, it's Alibaba stake of 15.4% plus Yahoo Japan plus cash plus its core business is worth close to $60 a share assuming that they can spinoff their Alibaba stock "tax free." Plus, the Yahoo mobile business is doing quite well (and it should given the amount of money that has been poured into it).

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Member Avatar chessman777 (32.03) Submitted: 5/15/2015 11:34:02 AM : Outperform Start Price: $44.72 YHOO Score: -16.20

stock is undervalued based on stake in BABA, little debt. It won't take much for the stock to eventually move higher.

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Member Avatar CMFFrankDip (34.89) Submitted: 4/22/2015 10:17:23 PM : Outperform Start Price: $43.93 YHOO Score: -15.53

YAHOO! is a sum of the parts story with optionality around the core business: Alibaba + Yahoo Japan + Cash + Core. Critics of Marissa Mayer are short term speculators and do not understand how difficult it is to turn around a company like YAHOO! It will take time, however contextual search may prove out to be a successful investment for the company. The new agreement with MSFT is a good start - let's see if YAHOO! replaces GOOG in Apple's IOS.

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Member Avatar theo20185 (< 20) Submitted: 4/13/2015 7:36:16 PM : Outperform Start Price: $44.82 YHOO Score: -17.86

I am interested in Yahoo for two reasons. First, it has valuable holdings that get spun off to generate excess cash. Second, Yahoo uses its excess cash to buy back shares.

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Member Avatar Haugurafpeningum (26.68) Submitted: 4/3/2015 5:49:08 AM : Outperform Start Price: $43.77 YHOO Score: -17.59

Don Dion

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Member Avatar ZandDConnection (42.59) Submitted: 4/1/2015 4:01:41 PM : Outperform Start Price: $44.24 YHOO Score: -18.35

We compared YHOO to NxStage Medical (NXTM) and have decided to favor Yahoo as a more likely winner over the next 3+ years. It's a safer bet (lower risk rating), less prone to take hits because it's already established even though it's not a top dog in its industries. As opposed to NxStage, it is *making money* and I like the new CEO and how she is modernizing the company, which is going over well. On the downside, their revenues are flat to declining for years now, but they do have very high margins and sock away $1b+ in R&D. The company will use its Alibaba cash -- about which tax policy seems presently unclear -- to continue its acquisitive strategy.

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Member Avatar FutureMonkey (89.99) Submitted: 3/30/2015 5:33:51 PM : Outperform Start Price: $44.82 YHOO Score: -18.62

Alibaba at 20% discount

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Member Avatar outoffocus (24.57) Submitted: 3/24/2015 4:51:10 PM : Underperform Start Price: $44.59 YHOO Score: +17.33

The company is dying from the inside. It may not be evident in the numbers just yet. But the company is slowly but surely becoming a relic. Their product and service quality stinks. Their email service keeps getting hacked. Their CEO is terrible. And they've struggled to stay relevant in the world of Google. Their employees are jumping ship by the dozens, so much so that the company is throwing boatloads of money at people to get them to stay. But no one wants to be the one playing the violin while the ship is sinking.

I'm going to bold and call a Yahoo bankruptcy within 5 years if things don't turn around.

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Member Avatar ujvar (< 20) Submitted: 3/13/2015 2:01:45 PM : Outperform Start Price: $42.53 YHOO Score: -15.33

Brand value and M&A to come. Underrated COE woman, MM.

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Member Avatar phatchips767 (< 20) Submitted: 2/28/2015 3:24:56 PM : Outperform Start Price: $44.06 YHOO Score: -15.54

Josh said it will b hot!!!

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Member Avatar Dreadnought (52.10) Submitted: 2/27/2015 11:33:18 PM : Outperform Start Price: $44.38 YHOO Score: -15.91

GOOG, ATHM, BABA, GOOGL, GOGO, YHOO, TWTR, FB, CIA, should I list more ticker symbols? Regardless, your news feeds seem to scroll on forever so I am sure that I will always be able to learn from your content providers as long as I have an internet connection and time to provide to the unknown abyss of glassworks. O God how could...

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Member Avatar emrichjj1 (< 20) Submitted: 1/31/2015 10:01:08 AM : Outperform Start Price: $43.94 YHOO Score: -21.17

sum of parts

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