Yahoo YHOO

May 01, 2015 - 5:51pm EST by

member

						2015	2016
Price:		42.50		EPS		0	0
Shares Out. (in M):		948		P/E		0	0
Market Cap (in $M):		40,000		P/FCF		0	0
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT		0	0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 10 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
18	member 2/02/16 5:16PM Yahoo To Engage Bidders For The Core Business While Pursuing Core Spin-Off
From the Yahoo 4Q15A earnings press release: Separating our Alibaba stake from our operating business continues to be a primary focus, and our most direct path to value maximization. In addition to continuing work on the view available tags
17	member 5/28/15 3:47PM Re: Re: Re: Re: Re: Re: Re: Re: Potential IRS change on spinoff rules 16
short answer, if the current spin is denied a private letter ruling by irs, i dont see any structuring amendments for awhile. at some point baba and yahoo could do a ghc/brk deal, which makes... login to read the rest view available tags
16	member 5/28/15 3:22PM Re: Re: Re: Re: Re: Re: Re: Potential IRS change on spinoff rules 15
Probably a stupid question, but can they structure the spin off as cash plus all of Yahoo ex-BABA, or would that be ruled to be a constructive spin off of BABA? view available tags
10	member 5/27/15 5:54PM Re: Potential IRS change on spinoff rules 9
this is a tough row to hoe under section 355. ghc and brk did a deal involving a stock redemption tax free recently but there are various reasons why on those facts they could do... login to read the rest view available tags
8	member 5/20/15 8:39AM Re: Taxes? 7
Just kidding....For C corps cap gains are treated as ordinary income view available tags
7	member 5/20/15 7:37AM Taxes?
Assuming these IRS rumors are real why would YHOO have to pay 38% taxes on their BABA stake as opposed to 20% capital gains? Understand this is the rate they have mentioned (and what they... login to read the rest view available tags
6	member 5/19/15 4:57PM Re: Potential IRS change on spinoff rules 4
at some point when the spinoff's assets are mostly publicly traded shares and only a relatively small amount of an operating business, the irs will start refusing to rule on what they will view as... login to read the rest view available tags
4	member 5/19/15 4:33PM Potential IRS change on spinoff rules
Apparently IRS is ticked off that everyone's doing tax-free spinoffs so they are looking to change the rules. If YHOO gets hit by a 25% tax on BABA stake, downside to NAV is $10. Stock moved view available tags

load more messages