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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?


To: Peter Goss who wrote (4973)12/23/1997 1:09:00 PM
From: fut_trade  Read Replies (2) | Respond to of 27307
 
Here's what I'm looking for:

1) Insider selling (Chief Yahoo!s -- I doubt it; Softbank -- Probably not; Sequoia -- perhaps 100,000 or more shares over the 3 to 4 weeks following earnings announcement)

2) No more buys of 10,000 or more shares

3) Sharp decrease in short interest

My concerns are explosive growth in earnings, lack of insider selling, heavy institutional buying, lack of competition -- enough to cause earnings concerns. I can't help wondering if the smart money knows this company will have a $15 B market cap in five years. The dynamics of YHOO -- instituional holdings, small float, high short interest, earnings growth, gives my the patience to wait.

Peter