Why Tigress Financial Partners Is Bullish On Yahoo!


27% profits every 20 days?

This is what Nic Chahine averages with his options buys. Not selling covered calls or spreads... BUYING options. Most traders don't even have a winning percentage of 27% buying options. He has an 83% win rate. Here's how he does it.


In a report published Friday, January 23, Tigress Financial Partners reiterated its Buy rating on Yahoo! Inc. (NASDAQ: YHOO), arguing that the stock is highly undervalued.

Importance Of Excess Cash Per Share Metric

According to Chief Investment Officer Ivan Feinseth, the company’s “Asian assets – a 15 percent stake in Alibaba and a 36 percent stake in Yahoo Japan – are worth a significant portion of the share price and give YHOO a 99th percentile ranking in our 2,200 company coverage universe in the Excess Cash per Share metric.”

A strong cash position, he said, “will provide support for the shares as the company’s monetization strategies take hold.”

Another Importance

Feinseth also highlights the importance of Tumblr, Flickr and mobile apps, three segments in which Tigress Financial sees plenty of growth potential.

“Yahoo’s Weather App is a best-in-breed app that just began showing display ads. Overall, Yahoo’s management claims to have over 1 billion monthly active users across their portfolio, so we believe there are a large amount of users that have yet to be monetized," he added.

Acquisitions Cannot Be Overlooked

Additionally, the recent acquisition of BrightRoll should add value by allowing the company “to leverage more video advertisement content on its various content platforms." This could, in turn, increase its price per ad, which has been under pressure over the past few quarters.


27% profits every 20 days?

This is what Nic Chahine averages with his options buys. Not selling covered calls or spreads... BUYING options. Most traders don't even have a winning percentage of 27% buying options. He has an 83% win rate. Here's how he does it.


ENTER TO WIN $500 IN STOCK OR CRYPTO

Enter your email and you'll also get Benzinga's ultimate morning update AND a free $30 gift card and more!

Posted In: Analyst ColorLong IdeasReiterationAnalyst RatingsTechTrading IdeasBrightRollFlickrIvan FeinsethTigress Financial PartnersTumblr