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Author: newsreporter Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 15585  
Subject: Still attractive Date: 10/8/2012 2:28 PM
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Yahoo: Buy While Price Multiples Are Attractive
http://seekingalpha.com/article/907241-yahoo-buy-while-price...


The new CEO of Yahoo (YHOO), Marissa Mayer, has implemented major changes in the firm's upper management. Mayer has the arduous task of turning around Yahoo's soft revenues and declining public interest. As a new CEO, she is starting this process by making extreme changes at the top.

Recently, she said to install Ken Goldman as Yahoo's chief financial officer by late October. Goldman comes to Yahoo with three decades of experience working with technology oriented companies. Most recently, he had been brought in to make serious financial decisions like he did for the security company Fortinet (FTNT). His success with making companies more efficient and profitable has made him an ideal choice for Yahoo and its shareholders.

Last month, Mayer brought in Kathy Savitt as chief marketing officer, who was previously an executive at American Eagle Outfitters (AEO). What these changes will mean for the company are not clear yet, but a spokeswoman for the company said, "We will have more to share about our approach to building Yahoo's future at our next earning's call, which is in mid-October."

...

There is a lot riding on Marissa Mayer. It looks like she is whole-heartedly trying to change Yahoo by making big changes at the top. Since today's price multiples are reasonable, this might be a good time for investors to buy into this story. Investors seeking value among Yahoo peers should also consider AOL, but should avoid Facebook and LinkedIn. Google is somewhat more attractively priced than either Facebook or LinkedIn, but it is by no means trading at attractive price multiples.
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