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Yang leaves Yahoo!. Woohoo!

By Faisal Laljee

As you may have heard, Jerry Yang has been sacked by the Board of Directors at Yahoo from his position as CEO. Ok so maybe the official verdict is that he “stepped down”. Regardless, he hurt Yahoo more than he helped. During his 18 month run as CEO, he turned down a lucrative Microsoft... »

Bargain Shop with Microsoft

By Faisal Laljee

The market is definitely in need of a really bad day. A day that will have many an individual investor throw in the towel. A day that traders call CAPITULATION. This is when the market opens down huge or gets clobbered early on only to make a late day recovery. Typically, this signals a... »

Yahoo is just Bad Luck

By Faisal Laljee

I have been holding Yahoo (YHOO) shares for just about a year now, with a cost-basis of $23. After yet another disappointing quarter, I finally sold the stock at $19 yesterday morning. With the Microsoft bid today, I am left wondering if this is just a cruel joke. I just lost an opportunity of... »

Players in the World of Digital Marketing – Is ValueClick the Next Buyout Target?

By Faisal Laljee

The online advertising business, whether it be display advertising, pay-per-click or pay-per-call is in bull mode. Giants like Google (GOOG), Yahoo (YHOO), Microsoft (MSFT) have recently snapped up a host of players in the business. First, lets look at the different types of companies in this space. Microsoft, Google and Yahoo are the big... »

This Earnings Season – A Time to Stay Put and Wait for Opportunities

By Faisal Laljee

It is one of the worst times this year to be buying some of the fast flyers. Indeed stocks like Baidu (BIDU), Intuitive Surgicals (ISRG), Google (GOOG), Apple (AAPL) are tempting as they defy the broader market and march on. But every rulebook says not to open new positions in these stocks at these... »

Yahoo Disappoints

By Faisal Laljee

If you heeded my advice about exercising caution going into Yahoo’s earnings, you did ok. If you were looking to buy and flip the stock, your move must be hurting. For long term investors, this is just another buying opportunity. – Faisal Laljee »

Cautious Going into Yahoo’s Earnings

By Faisal Laljee

I am bullish on Yahoo for the year, but considering the big move its had in the last 6 months, I am a little cautious. Earnings and guidance will need to be very bullish for the stock to register a move up after hours. »

Yahoo’s Panama Improves Click Conversion

By Faisal Laljee

According to comScore, following Panama’s release, Yahoo is showing an improvement in clicks and conversion. This was expected but the stock does not look like it understands the overall impact. I would short Google here (for the short-term) and be long Yahoo (for the long-term). »

Yahoo is a Screaming Buy

By Faisal Laljee

Yahoo will not stay down long. This is a great opportunity and I am buying at these levels. »

Stock Shopping List for this Decline

By Faisal Laljee

GS, NMX, NYX, YHOO, AAPL, RIG, ATVI so far. Will add more everyday. »

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