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 : Contrarian Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (516)	10/16/2006 10:56:56 AM
From: pcyhuang	Respond to of 4080

Speculatius: The cash flow figure refers to operating cash flow. The exact figures are as follows: Cash Flow Statement: Operating Cash Flow (ttm): 1.74B Levered Free Cash Flow (ttm): 887.00M Total Cash Flow From Operating Activities for the June Qtr was $429,684. The annual figure was an approximation. Now the important point is that value in terms of cash flow is only one of the three key ingredients of our contrarian model. The other two ingredients are insiders and institutional support and heavy reversal or capitulated volume. We are ready to take an initial position and add on if it goes 5 -10% lower. pcyhuang

To: Spekulatius who wrote (516)	10/18/2006 1:28:30 AM
From: pcyhuang	Read Replies (1) \| Respond to of 4080

Spekulatius: YHOO's Bright Spots Full Story: biz.yahoo.com Yahoo's quarter, though, did have a few bright spots. The company's marketing and listings revenue, which is mostly ads, rose 18% to $1.37 billion. Much of the increase is from Yahoo's display ad business, as more large companies begin to spend more ad dollars online, Squali says. "Even in a slow environment, we expect their branded advertising to still show roughly a 30% year-over-year growth rate," he said. Yahoo appears to be angling to increase its display ad business. On Tuesday, the company said it plans to buy AdInterax, which provides rich-media ads to advertisers, for an undisclosed sum. Rich-media advertising includes video and other forms of animation. Yahoo also said it bought a 20% stake in Right Media, an Internet ad company. Another positive for Yahoo is that its international revenue rose 29% to $526 million. The company is making strides in Japan and China. Alibaba, an online auction company in China part-owned by Yahoo, has been beating eBay (NASDAQ:EBAY - News), says Scott Kessler, an analyst for Standard & Poor's equity research services. "They have been doing very well in Asia, particularly in China, and that's been hurting eBay," he said. Also, Yahoo said its fee-based revenue last quarter rose 23% to $210 million. Yahoo collects fees from services such as e-mail storage. pcyhuang