Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (23960)	5/20/2006 9:41:48 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78666

Positive article in this week's Barron's on Yahoo. This is one of those stocks that to call it a 'value' stock you have to have some specifics in your definition of value. I make a case for it for me based on profit margins and sales growth rates vs. price paid for what you get. Those who are more classical will disagree about basing purchases on these metrics and/or prices to be paid. As regards YHOO, there aren't that many giant internet companies that are also profitable. The risk is that they are dominant in their sector now, but the history of technology leads one to believe upstarts come in to decimate them. I'm assuming these companies' size and financial strength will carry them through. Perhaps an assumption not supported by facts. I picked up some of these stocks in the past few months as they hit near lows. I'm still in: YHOO, GOOG, EBAY. I'll include IACI here. One I've not come to any conclusion on is AMZN. I'm intending to add more YHOO to my few shares once the Barron's effect dissipates, if it does.