Comments on: New Trade: Long Blue Nile(NILE) – Short Yahoo(YHOO)

By: IS

IS — Wed, 25 Nov 2009 13:32:37 +0000

We’ll have to see…2 days in, the trade is slightly profitable, as Yahoo is down 2,18%… but things can change. Have not been a follower of Willard’s, what are his other top pics?

And why short Baidu?

By: jim

jim — Tue, 24 Nov 2009 16:23:47 +0000

I think Baidu short and Yahoo long is a better pairing. Yahoo has intrinsic value with Alibaba and Yahoo Japan worth around $11 billion and a couple billion in cash. With a market cap around $22 billion, I do not see much downside compared to a Baidu. Also Yahoo is Cody Willard’s top pick and he was been spot on with most tech.

By: IS

IS — Mon, 23 Nov 2009 21:31:10 +0000

Opening prices:

NILE: 57.97
YHOO: 15.58