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

To: Paul Senior who wrote (24393)	7/20/2006 12:46:34 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78667

YHOO versus EBAY. My 5 minute evaluation: Quote GAAP earnings Non GAAP Growth rate EBAY 27$ 0.7$ 1.0$ 30% YHOO 25$ 0.5$ 0.65$ 30%

To: Paul Senior who wrote (24393)	7/21/2006 1:29:03 PM
From: Madharry	Respond to of 78667

I think Yahoo has a credibility issue. Semel made this very optimistic presentation, at the same time he was unloadinng shares. then the latest statement wasnt very good. Their search engine for my purposes is pretty useless. I dont even use them anymore. too many negatives for a company that sells at some 50x earnings. I think theres no reason to rush in to own shares here. I read somewhere that ebay sales seem to be stagnating perhaps as a result of the economy perhaps as a result of increased number of auction sites. Perhaps this is the canary in the coal mine.

To: Paul Senior who wrote (24393)	3/20/2007 12:43:19 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78667

Fwiw, dropping these stocks from my portfolio: YHOO. Growth rate has fallen below target zone for the metrics I use. (In 7/'06 @$25.45, 10/'06 @$23.55; out @ $30.00). FAF. Numbers exceed past years' for metrics like p/bk, etc. Closing stub position. Last shares purchased 6/'04 @ $25.06 ;out @$51.89. (FAF discussed several times here 1999-2003. To me, FAF provides a positive example of why I like to keep stub positions.) WY (Weyerhaeuser) Closed position. Shoulda sold more at highs Tired of recent price drop now. In 5/05 @ $67.28; out $78.55 LBTYA, LBTYK. Exited Liberty Global yesterday in advance of Dutch tender. (LBTYA spin out rec'd 4/'05 @$21.63; out $30.94). Today stock is at $31.53. The tender offer will be a bust if the price holds because buy offer range is "not greater than $31.00 nor less than $28.20", expiring 4/'03. (Nobody will tender if they can sell open market for more than $31.00) At this point, looks like a mistake for me to have sold out. Not so much because stock has moved up above my sell price, but because I consider it a very positive sign for the stock's future if the tender should fail (i.e. people aren't willing to part with shares under $31, thus suggesting a possible base, not top). ---- Upped my few shares of automaker BMW by a few shares yesterday. (Fwiw, recommended by David Herro, Chief Investment Officer, International Equities, Harris Associates in Barron's interview 2/19) I added to car retailer GPI also. Stock at new 12-mo. low. (p/e attracts) Restaurant chain COSI reported not such a good quarter yesterday. I added a little to my losing position. My market research team reports on their one visit to the one nearby restaurant that food/service/ambiance are all positive. The place had a few customers in mid afternoon. They like it, ergo I buy. (Part of same team that got me into clothing chains at opportune time)