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| TOP PICK | 15.840 | Benj Gallander | There are so many suitors. Question is whether someone will gobble it up. Spec play on a take-over. | 2011-12-06 | |
| TOP PICK | 14.460 | Benj Gallander | 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. | 2011-10-04 | |
| PAST TOP PICK | 15.200 | Colin Stewart | (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. | 2011-06-10 | |
| DON'T BUY | 16.370 | Mike Lyons CA, CFA | 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. | 2011-02-24 | |
| DON'T BUY | 16.905 | Don Lato | 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. | 2011-02-22 | |
| Comment | 16.410 | Ron Meisels | 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. | 2010-11-24 | |
| TOP PICK | 13.890 | Benj Gallander | #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. | 2010-09-17 | |
| TOP PICK | 15.310 | Colin Stewart | 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. | 2010-05-25 | |
| DON'T BUY | 16.970 | Charles Lannon | 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. | 2010-04-29 | |
| PAST TOP PICK | 15.310 | Ben Stadelmann | (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. | 2010-03-03 | |
| PAST TOP PICK | 15.070 | Benj Gallander | (Top Pick Jan 12/09, Up 23%) No debt. Still #1 or #2 in the field. Good deal with Microsoft. | 2010-02-09 | |
| DON'T BUY | 15.140 | Brett Hryb | 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. | 2009-07-29 | |
| HOLD | 16.190 | Mike S. Newton, CIM FCSI | 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. | 2009-06-11 | |
| TOP PICK | 12.750 | Ben Stadelmann | 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. | 2009-04-01 | |
| SELL | 12.660 | Kevin O'Leary | (Market Call Minute.) Trying to sell off the assets. | 2009-03-09 | |
| DON'T BUY | 12.630 | Don Lato | 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. | 2009-02-11 | |
| HOLD | 13.900 | Brett Hryb | 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. | 2009-02-09 | |
| TOP PICK | 12.220 | Benj Gallander | 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. | 2009-01-12 | |
| DON'T BUY | 10.820 | Charles Bobrinskoy | Thought management’s behaviour during the whole Microsoft bid was appalling bad. Not a fan of management and would not recommend this one. | 2008-11-14 | |
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| DON'T BUY | 19.900 | Paul Thornton | 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. | 2008-08-08 | |
| Comment | 20.390 | Steven Conville | 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). | 2008-07-23 | |
| SELL | 28.130 | Brian Acker, CA | The model price is $12.48, a negative differential of 56%. You also have to worry about Microsoft leaving the table. | 2008-04-03 | |
| Comment | 28.380 | Brendan Caldwell | 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. | 2008-02-01 | |
| DON'T BUY | 23.020 | David Baskin | Has a lot of competition from Google (GOOG-Q) and Microsoft (MSFT-Q) and have been losing market share. | 2007-12-18 | |
| HOLD | 26.690 | Peter Hofstra | He likes the company, it has the most visited family of websites and has tried to diversify. It is becoming more attractive. | 2007-10-16 | |
| BUY | 27.528 | Pat Naccarato | 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. | 2007-07-17 | |
| Comment | 27.250 | Paul Harris, CFA | Has not caught up to Google. Thinks that Microsoft should buy them. Could go down to the low 20's. | 2007-06-28 | |
| DON'T BUY | 26.980 | Brian Acker, CA | Too expensive. | 2007-06-07 | |
| WEAK BUY | 31.610 | John Manley | Fairly expensive at 61 X earnings. Has a weekly resistance around $34 and daily resistance around $32. If it does break through $32; he wouldn't expect it to go more than $34. He calculates a 2 for 1 reward risk. | 2007-04-16 | |
| HOLD | 31.410 | Norman Levine | Has been getting its act together. | 2007-03-28 | |
| DON'T BUY | 29.450 | Paul Harris, CFA | Has disappointed regularly over the last little while. Competing with Google (GOOG-Q) and haven't figured out their pricing mechanism yet. Also awaiting and upgrade on their technology, which will increase their ability to do Search. | 2007-01-15 | |
| DON'T BUY | 26.870 | Ian Ainsworth | Fought every search competitor in the early stages of the internet and then sat on its laurels and watched Google (GOOG-Q) and take away tons of market share. Also watched others take away the social network opportunities. Maintaining revenue levels, but losing share. | 2006-12-14 | |
| DON'T BUY | 27.450 | Ian Ainsworth | Makes most of its money selling advertising. Page use is growing pretty high at 24% per year. Facing a challenge of Google’s (GOOG-Q) penetration of the business. Prefers Google. | 2006-11-09 | |
| TOP PICK | 25.950 | Peter Hofstra | Google (GOOG-Q) doing a great job but valuation is such that they have to continue to grow at 40/50%. This company does not so it is easy pickings for them to improve their margins and cash flow. | 2006-10-30 | |
| DON'T BUY | 24.150 | Brian Acker, CA | The model price is $16.60. That is a -31% differential. | 2006-10-17 | |
| PAST TOP PICK | 32.850 | Peter Hofstra | (A Top Pick Apr 11/06. No change.) Believes in the Internet trend. Services are moving to the Internet. Adding to his position when the stock is below $30. | 2006-07-10 | |
| DON'T BUY | 32.970 | David Driscoll | His first test on a company is that free cash flow has to keep up with capital expenditures year over year. This company would fail. They either have to leverage their balance sheet or look for other ways to increase their revenue at a faster rate. Competition with Microsoft (MSFT-Q) and Google (GOOG-Q). Questions the rate that internet providers can get growth with advertising. | 2006-06-29 | |
| BUY | 30.790 | Peter Hofstra | Likes this company in the way it participates in the growth of the Internet. The majority of their revenue comes from advertising | 2006-06-15 | |
| TOP PICK | 31.790 | Howard Sutton | This stock is languishing. This company shows more web pages per day then Google. Although it is #2 in search, it has the front capability for the advertising, etc. Has $1.70 in cash. | 2006-05-24 | |
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| TOP PICK | 31.390 | Peter Hofstra | Google grabs most of the attention on the big Internet stocks. This has the same revenue. In the big trend of advertising and content moving to the Internet there will be more revenue and both companies will do very well. This has better value. | 2006-04-11 | |
| BUY | 30.750 | Peter Hofstra | An attractive valuation at this time. There is a move of the media to internet. It is really positioning itself as a media play. | 2006-03-22 | |
| BUY on WEAKNESS | 35.180 | David Driscoll | The big issue with Yahoo and Google is advertising rates and how much advertising are they going to increase their growth over time compare to how much they are going to take away from print advertising. A little expensive given the current tech sell off. Try to buy in the $25/27 range. | 2006-01-18 | |
| VAGUE | 40.970 | David Baskin | Internet companies are taking advertising away from television, radio and newspapers/magazines. Certainly has great prospects, but has never been cheap. | 2006-01-04 | |
| BUY | 35.120 | John Sinkins, CFA | A very solid free cash flow growing company. A reasonable buy in the $30/35 range. Internet advertising is on the rise. | 2005-10-25 | |
| SHORT | 34.440 | David Chapman | Q: Good short? A: Would sell on any rallies. | 2005-07-04 | |
| DON'T BUY | 34.230 | David Baskin | Much too expensive. Doesn't understand why the market feels that internet stocks such as Ebay, Amazon, Yahoo and Google have to be priced at such a high multiple. | 2004-10-12 | |
| DON'T BUY | 34.910 | Mark Jackson, CFA | Priced for perfection. Fundamentally it's a high return on capital business but is priced very expensive. High potential for disappointment and for overshooting. Volatile. Treat as a trading stock. | 2004-10-04 | |
| DON'T BUY | 27.490 | Brad Willock | Trades at about 54 X earnings. Going to earn about $.50 next year. Growing like crazy and is a tough growth rate to figure out. Too expensive. Treat as a trading vehicle, not a long-term hold. | 2004-08-13 | |
| TOP PICK | 27.490 | Gretchen Lash | Looking for companies with topline growth. A play on secular growth in "search". Banner and display advertising are coming back. | 2004-08-13 | |
| DON'T BUY | 35.480 | David Chapman | Yahoo, eBay and Amazon are stocks that are over owned by large institutions and are trading at 100 X earnings. As a rule of thumb, you will never make money at this multiple. | 2004-06-28 | |
| TOP SHORT | 30.790 | Ross Healy | Trading at 8 X book value. Put a cover on at $33 in case it should go up more. | 2003-07-30 | |
| BUY | 32.360 | David Burrows | Has been a survivor in the internet space and will do very well going forward. Some risk. | 2003-07-15 | |
| DON'T BUY | 35.100 | David Baskin | A bubble. No justification for the price of the stock. | 2003-07-08 | |
| TOP PICK | 31.520 | Reza Samahin | Great management. Thinks there will be an uptick in advertising in the next 12 to 18 months. Try to buy in the $25/26 range. | 2003-06-23 | |
| TOP SHORT | 21.700 | Howard Sutton | Now stabilizing their revenues. Very expensive at 122 X earnings. | 2002-07-09 | |
| DON'T BUY | 17.580 | Gavin Graham | Very expensive. | 2001-12-13 | |
| BUY | 15.470 | Brian Acker, CA | Has broken through indicating its back. | 2001-11-16 | |
| DON'T BUY | 11.320 | Steven Wippersteg | Advertising is slow. Caution. Wait for economy to pick up. | 2001-08-30 | |
| WAIT | 39.188 | Ross Healy | Expect it to be a survivor. Was dropping and $20's started looking interesting | 2001-01-25 | |
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| BUY | 34.938 | Scott Morrison | The big DOT.COM names will survive and get stronger | 2000-12-07 |
