Insightful analysis and commentary for the US and global equity investor
Contributors: Douglas McIntyre Jon C. Ogg

Previous Posts

Saturday, October 21, 2006

Weekend Edition: Yahoo! Fixin’ (YHOO)(GOOG)(RATE)(MNST)(KNOT)

By William Trent, CFA of Stock Market Beat

“If you ain’t got Mojo Nixon then your store could use some fixin!” - The Dead Milkmen, Punk Rock Girl

Yahoo! (YHOO) has not been performing as well as Google (GOOG) recently, and Jim Cramer thinks the store could use some acquisition. So far in the last few names he has proposed Bankrate (RATE), Monster (MNST) and The Knot (KNOT). Basically it seems as though Cramer feels any publicly traded content company would do.Yahoo! already knocks Google’s socks off when it comes to proprietary content. If they want to beat Google it seems unlikely that even more proprietary content will do the trick.

No, Yahoo’s opportunity to beat Google can come from building a better search mousetrap or coming up with something completely different - a product with real mojo.

Maybe the Milkmen were more on target than they ever imagined. The author may hold a position in the securities discussed.

A current list of the author's holdings is available here.

Powered by Blogger