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Yahoo vs. Tech Stocks: Sad Snapshot

by: Erick Schonfeld October 09, 2008 | about stocks: AAPL / GOOG / MSFT / YHOO    

Erick Schonfeld

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Here is a one-month stock chart comparing Apple (AAPL) (down 40 percent), Google (GOOG) (down 20 percent), Yahoo (YHOO) (ditto), and Microsoft  (MSFT) (down about 10 percent). Microsoft is holding up best. If Yahoo keeps diving, what next?

Discuss among yourselves.

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This article has 8 comments:

  •  
    Oct 09 12:57 PM
    Yahoo will be fine, long- term.
    Reply
  •  
    Oct 09 01:10 PM
    Yahoo will be dead, short-term.
    Reply
  •  
    Oct 09 02:11 PM
    YHOO is circling the drain. Unless there are some drastic actions like layoffs and/or selling of assets, this company is doomed.
    The economy seems to be braking hard and its tough to see any growth for the next 2 years.
    Best to be short YHOO and long GOOG on a relative basis.
    Reply
  •  
    Oct 09 02:37 PM
    the Asian assets they have should not be overlooked - it may turn out to be their failsafe as the rest of the modern world tightens
    Reply
  •  
    Oct 10 10:50 AM
    Yahoo will be fine long term if drastic changes are made to restore investor confidence. Turning down $31 a share and then $33 a share and then having the stock go to $13.00 - wow is all I can say.

    Jerry Yang needs to be fired for cause and resign from the board and any golden parachute be withheld. I am contemplating suing the board of directors for breaching their fiduciary duty to me as a shareholder. They should have accepted the deal or in the very least allowed the issue to be voted on by the shareholders.
    Reply
  •  
    Oct 10 12:17 PM
    Check your facts, update your story, MSFT sliding BIG TIME. Why this didn't happen years ago is amazing, but the CW things MS will rule forever just because they are a completely unrestrained monopoly. That would be the case if they could make decent products, but they are getting trounced in every category except their Office and Outlook software (which no one likes and which still can do the most some of the basic things).
    Reply
  •  
    Oct 10 12:57 PM
    Yahoo shareholders could have easily sold their shares in the mid twenties March through June and if they still believe in the fundamentals of the company they could be buying back twice as many shares now.

    But that would have involved abandoning Buy and Hold and using some simple technical analysis.

    Don't forget - its where you sell that determines the outcome of your investments. Buy and Hold has returned less than zero over the last ten years. That applies to the Dow Industrials and also to Yahoo which was trading above $28 ten years ago in November of '98.

    If you are "Seeking Alpha" try spending more time working on exits. That's where the Aplpha is hiding. Buy and Hold is not just dying, its already dead.
    Reply
  •  
    Oct 12 02:12 AM
    chuck, you're forgetting that yhoo has split several times since 98.

    split adusted, yhoo was trading around 4/5 in 2001-02. its up almost 200% since the 2001-2 bear market.
    Reply
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