Focus Stock of the Week

This week’s Focus Stock of the Week is YAHOO! INC. (YHOO: $32.93), which carries S&P Capital IQ’s highest investment recommendation of 5-STARS, or Strong Buy. We see YHOO as having very attractive non-operating assets (including stakes in companies, cash and cash/equivalents, and intellectual property), and a core business that in our opinion is bottoming, aided by the contributions of some emerging offerings...
Industry Profile

Internet Software & Services

Our fundamental outlook for the Internet Software & Services sub-industry for the next 12 months is positive, reflecting an increasing percentage of related budgets being committed to the Internet (versus so-called traditional media) and pricing for associated online offerings that has shown signs of improvement, offset somewhat by what we view as an uncertain global economy...
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