Altaba Inc

AABA-Q

NASDAQ:AABA

19.63
0.00 (0.00%)
Altaba Inc. is an investment company based in New York City that resulted from Verizon's acquisition of Yahoo! Inc's Internet business. The company that remained after the purchase changed its name to Altaba Inc. on June 16, 2017.
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Analysis and Opinions about AABA-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 6, 2012

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.

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Altaba Inc (AABA-Q)
December 6, 2012

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.

PAST TOP PICK
PAST TOP PICK
October 2, 2012

(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.

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Altaba Inc (AABA-Q)
October 2, 2012

(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.

COMMENT
COMMENT
August 16, 2012

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.

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Altaba Inc (AABA-Q)
August 16, 2012

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.

DON'T BUY
DON'T BUY
March 2, 2012
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?
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Altaba Inc (AABA-Q)
March 2, 2012
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?
TOP PICK
TOP PICK
December 6, 2011
There are so many suitors. Question is whether someone will gobble it up. Spec play on a take-over.
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Altaba Inc (AABA-Q)
December 6, 2011
There are so many suitors. Question is whether someone will gobble it up. Spec play on a take-over.
TOP PICK
TOP PICK
October 4, 2011
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.
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Altaba Inc (AABA-Q)
October 4, 2011
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.
PAST TOP PICK
PAST TOP PICK
June 10, 2011
(Top Pick May 25/10, Down 0.58%) Concerns about what management team was doing. He was not happy about their core business. If they sold off non-core assets he things they would do much better.
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Altaba Inc (AABA-Q)
June 10, 2011
(Top Pick May 25/10, Down 0.58%) Concerns about what management team was doing. He was not happy about their core business. If they sold off non-core assets he things they would do much better.
DON'T BUY
DON'T BUY
February 24, 2011
Not enthused about this one. Sells for 3 to 4 times revenue, 15 times earnings. If it was a market leader or had some special attributes, he might be willing to pay more for it but it isn’t in this category. Runs a risk of being usurped by other internet vehicles.
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Altaba Inc (AABA-Q)
February 24, 2011
Not enthused about this one. Sells for 3 to 4 times revenue, 15 times earnings. If it was a market leader or had some special attributes, he might be willing to pay more for it but it isn’t in this category. Runs a risk of being usurped by other internet vehicles.
DON'T BUY
DON'T BUY
February 22, 2011
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.
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Altaba Inc (AABA-Q)
February 22, 2011
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.
COMMENT
COMMENT
November 24, 2010
Base building like many of the tech stocks. There is a chance that it will break out but don’t risk having it go down, so use a Stop Loss.
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Altaba Inc (AABA-Q)
November 24, 2010
Base building like many of the tech stocks. There is a chance that it will break out but don’t risk having it go down, so use a Stop Loss.
TOP PICK
TOP PICK
September 17, 2010
#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.
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Altaba Inc (AABA-Q)
September 17, 2010
#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.
TOP PICK
TOP PICK
May 25, 2010
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.
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Altaba Inc (AABA-Q)
May 25, 2010
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.
DON'T BUY
DON'T BUY
April 29, 2010
Company is stressed. Did a deal with Microsoft (MSFT-Q) about a year ago but in the meantime, their main search engine has been losing ground to competition.
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Altaba Inc (AABA-Q)
April 29, 2010
Company is stressed. Did a deal with Microsoft (MSFT-Q) about a year ago but in the meantime, their main search engine has been losing ground to competition.
PAST TOP PICK
PAST TOP PICK
March 3, 2010
(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.
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Altaba Inc (AABA-Q)
March 3, 2010
(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.
PAST TOP PICK
PAST TOP PICK
February 9, 2010
(Top Pick Jan 12/09, Up 23%) No debt. Still #1 or #2 in the field. Good deal with Microsoft.
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Altaba Inc (AABA-Q)
February 9, 2010
(Top Pick Jan 12/09, Up 23%) No debt. Still #1 or #2 in the field. Good deal with Microsoft.
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