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IB Net Payout Yields Model

Lessons Learned From The Yahoo Saga

Summary Alibaba surging to more than $93 on the first trading day provides substantial gains for Yahoo. Solid earnings should've kept investors owning Yahoo during the lean years for the stock. The inability to turn operations around probably caps the stock gains from here with the Alibaba gains captured. With the recent Alibaba (NYSE: BABA ) IPO providing riches for Yahoo (NASDAQ: YHOO ) , it's worth taking the time to discuss the lessons learned from the stock over the last decade. Though the stock has surged since the end of 2012, most long-term shareholders haven't seen any real gains with the stock, only now flat with levels reached back in 2006. In reality, a lot of investors probably dumped the stock despite knowing the potential gains in the Alibaba investments. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Limited Progress At Yahoo

After the market close on Tuesday, Yahoo! ( YHOO ) reported Q1 2013 results that provided limited progress at growing the business. The company has been busy updating main products such as the home page and mail yet it hasn't led to expanded revenue, adjusted EBITDA, or operating income. The consumer internet company continues to struggle in attracting the current generation of internet users focused on social media and attached to Google ( GOOG ) search. Yahoo! though has been able to dramatically increase the earnings per share based partially on the share buyback program and the exclusion of stock based compensation (SBC). Oddly the SBC number wasn't excluded in prior periods unlike other technology stocks. The company shared that engagements had increased on updated products, but clearly those numbers aren't flowing to the top or bottom lines. Read the full article at Seeking Alpha. Disclosure: No position mentioned. Please review the disclaim...