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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
0
DON'T BUY
Some disappointment earnings and guidance was very conservative. Continue to struggle against Google (GOOG-Q). Being acquired by Microsoft (MSFT-Q) but there is no upfront fee being paid.
HOLD
Very different than what you see with Google (GOOG-Q). Google is just a search but Yahoo is acting as a desktop. However, Microsoft (MSFT-Q) has just come out with a new search engine Bing, which is very interesting. This company has its work cut out for it. Expect it will get bought out.
TOP PICK
Has an enormous amount of cash on hand. Advertising has been hit hard by the recession but traditional media players have been hit a lot harder. Advertising is moving towards the internet. Google is quite fully valued and there is room for more than one.
SELL
(Market Call Minute.) Trying to sell off the assets.
DON'T BUY
Continuing to lose market share to Google (GOOG-Q). They blew it when they pushed away Microsoft (MSFT-Q). Have not operated this business well.
HOLD
3 main elements have occurred recently. 1.) New CEO is an operator and cost cutter who will refocus the company strategically. 2.) Aggressive cost cutting. 3.) Refocusing the business. Have assets that they could monetize. 4th quarter performance was not too bad.
TOP PICK
Clean balance sheet and a market leader. Over $3 billion in cash. Moving into Internet TV. Advertising revenues could go down. Also could take a hit because of layoffs. Microsoft backed away from them but there still good be someone interested.
DON'T BUY
Thought management’s behaviour during the whole Microsoft bid was appalling bad. Not a fan of management and would not recommend this one.
DON'T BUY
Technically it is at a support level, which would mean that you could step in right here but the situation is too unknown regarding takeovers and strategies.
COMMENT
Some pretty strong forces and some very powerful names would like to get the existing board of directors out and install a new board. They would like to see this company sold to Microsoft (MSFT-Q).
SELL
The model price is $12.48, a negative differential of 56%. You also have to worry about Microsoft leaving the table.
COMMENT
There is an offer by Microsoft (MSFT-Q). Deals take an awfully long time to do, particularly in the US. There will be a big, long, antitrust discussion and could take a year, even at lightning speed. If you own, considering that you gain $3, is it worthwhile holding? You might consider taking profits now.
DON'T BUY
Has a lot of competition from Google (GOOG-Q) and Microsoft (MSFT-Q) and have been losing market share.
HOLD
He likes the company, it has the most visited family of websites and has tried to diversify. It is becoming more attractive.
BUY
Fantastic franchise with value characteristics. Management has been shaken up with a change in CEO's. Price looks very attractive because of long-term free cash flow yields. Also owns Yahoo Japan.
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