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NASDAQ:AABA
Altaba Inc (AABA)
19.62
-0.00 (0.00%)
as of Oct 2, 2019, 8:29:58 pm Market Open.
11 watching
Financials 
Technical Analysis 0
DON'T BUY
PAST TOP PICK
(A Top Pick Oct 4/11. Up 10.17%.) This company has made more mistakes over the past few years then probably just about any company. They go through CEOs like crazy. Revenues have stabilized. Making lots of money. Sold off 50% of Alli Baba.
Benj GallanderOwned
computer softwareprocessing
COMMENT
This is still on his Buy list. Talk about a company that keeps shooting itself in the foot, they are on their 4th CEO in the past few years. They overpay their people and he doesn’t understand why they have to pay so much money. More reticent about the company now.
Benj GallanderOwned
computer softwareprocessing
DON'T BUY
Good company but not the best in the industry. Trading at about 16-17 times earnings. Why by the 2nd best company in the business when you can get Google (GOOG-Q) at 12.5X earnings?
Don LatoNo
computer softwareprocessing
TOP PICK
There are so many suitors. Question is whether someone will gobble it up. Spec play on a take-over.
Benj GallanderOwned
computer softwareprocessing
TOP PICK
One of the biggest names out there. After they turned down the takeover offer, often someone comes back with another offer. Thinks there will be one or more takeover offers in the next 6 months at $18 or better. Even if not taken out there is tremendous upside.
Benj GallanderOwned
computer softwareprocessing
DON'T BUY
DON'T BUY
Would continue to avoid it. When you look at multiple, it is 2 or 3 points higher than google. It has been struggling and loosing market share. Doesn’t make sense.
Don LatoNo
computer softwareprocessing
TOP PICK
#3 after Google and Bing. Management is way overpaid. Offer of $8 to $11 billion was made for Alibaba, which was turned down but it sounds like there is a lot of pressure to sell. Pristine balance sheet.
Benj GallanderOwned
computer softwareprocessing
TOP PICK
Has been a little out of favour. Market share gap between this and Google (GOOG-Q) is starting to slowly close. This is a hidden asset value play. Significant amount of cash as well as a significant ownership stake in Yahoo Japan and alibaba.com, an Asian search engine. Very cheap.
Colin StewartOwned
computer softwareprocessing
PAST TOP PICK
(Top Pick Apr 1/09, Up 22%) Lots of cash and in good financial shape but revenues are decreasing. Still quite positive about the company but becoming increasingly of the opinion that it would be great if someone would take them over.
Ben StadelmannOwned
computer softwareprocessing
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He would rather be in Google, which he owns. Yahoo is a bit more of a speculative play. Google is expected to go up but Yahoo is considered fully valued.