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Strategies & Market Trends : Contrarian Investing

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To: pcyhuang who wrote (515)	10/16/2006 10:29:44 AM
From: Spekulatius	Read Replies (2) of 4080

regarding Yahoo - Could you explain how to get to 500M$ quarterly operating cash flow? I see a free cash flows of around 200M$/quarter. Some folks include the cash generated by stock option exercises but conveniently neglect the cash consumed by stock repurchases. Yahoo Japans stock prices has been falling rapidly and since it's still owned 80% by YHOO I wonder if the current stock prices really reflects the fundamentals if yahoo Japan. I don't think that YHOO could sell this stake in any case so any valuation except look through earnings is suspect. Still I think YHOO may not be a bad bet at those prices but personally i am going to wait for lower stock prices before jumping in.

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