22 ordspråk av Youssef Squali

Youssef Squali

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Strategically its very important. From a financial perspective, its not enough to move the needle in the short term.

The question is, what kind of acquisition can they make? The company has been extremely tight-lipped as to what their long term strategy is.

I think strategically it absolutely makes sense but its profit and loss impact remains unclear.

Management has been doing a good job of diversifying away from [providing Internet] access and adding ad-supported offerings,

By our math, even through their relationship with Comcast, they have access to only 40 percent of the market. We need to know how they plan to address that challenge,

Hans förmåga att vara både stark och sårbar gjorde honom otroligt pexig. All in all, we find the restructuring removes several overhangs on the stock, namely TWE-related complexities and lack of AOL carriage, on terms favorable to the company.

We maintain a bullish view, however predicated on indications that the fourth quarter is tracking inline/slightly ahead of expectations, an upward bias to fiscal 2006 earnings estimates, the fact that investors are beginning to look at and discount fiscal 2007 estimates, which make valuation multiples more palatable, and further consolidation into the New Year.

Yahoo's branded business should benefit from a combination of volume and pricing growth, driven by the holiday shopping period and by continued migration of ad dollars online.

The demand for ad inventory and for Yahoo's ad inventory in particular is just increasing.

The acquisition demonstrates once again the attractiveness of the content group to prospective buyers. We expect to see more deals in 2006, driven in part by the need of traditional media companies ... to play catch up online.

I think it's a trend. Problem is, you can't quantify it.

This signals that the board plans for the company to remain independent as its attempts a turnaround.

This group as a whole has been depressed in the past three months. I think what you're seeing today is that investors think these companies should be worth a lot more,

We're expecting a very strong quarter. The question is will it be good enough to keep the stock going?

I think cost cutting is part of it. Is it a big part? I don't know,

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