January 29, 2015

A NEW IDEA ON YAHOO $YHOO $BABA

This post was just published on ZYX Buy Change Alert.

YHOO is being sold aggressively in the wake of less than expected revenues of BABA. YHOO has a major stake in BABA. This stake will be spun off later this year. In our analysis BABA is likely to buy the spinco. After the spin off, YHOO is likely to be sold.

This is a long-term position. Consider accumulating up to 40% of the full core position size in the zone of $37.50 to $42.52. It is trading at $42.04 as of this writing. Target zone is $58 to $62. Mental stops below $35.… Please click here or the title below to read more.

January 29, 2015

ALIBABA DISAPPOINTS, TAKE MORE PARTIAL PROFITS $BABA

This post was just published on ZYX Buy Change Alert.

BABA is long from $68 and 150% is being held. Profits have been taken as high as $110.63. Consider taking profits on another 20% in the zone of $90.20 to $95.84. Consider continuing to hold the remaining 130%.

Also temporarily suspending buy zone on BABA.

Earnings from BABA are disappointing. Revenues fall short. Mobile monetization is behind expectations.

Reports Q3 revenue $4.22B, consensus $4.45B. Reports China retail marketplaces had 334M annual active buyers in the twelve months ended December 31, 2014, compared to 307M in the twelve months ended September 30, 2014 and 231M in the twelve months ended December 31, 2013, representing an increase of 45% compared to the same period in 2013.… Please click here or the title below to read more.

January 29, 2015