50 Quotes by Safa Rashtchy

We believe Yahoo!'s stock has significant upside in it, given its inflection point in revenue and margin growth, Yahoo!'s increasing market share and the conservative guidance.

Yahoo is the largest destination for brand advertisers. Unfortunately, it has been overshadowed by search.

Yahoo! is still seen as heavily dependent on advertising, and since there is no clear recovery in the ad market yet, people aren't getting excited about Yahoo!. In reality, Yahoo! has diversified outside its core advertising market, and growth there will help it grow the top line nicely.

We have hit the bottom of the advertising slump and are seeing a slow recovery, ... Things are not getting worse, and they are getting progressively better.

Obviously, it will mean a wider ownership of the stock and potentially lower volatility. We've seen that with other stocks that have been in the S&P 500.

I would be curious and cautious about what that would entail.

For some reason, people had their hopes much higher than this, especially for the guidance. Everything seems to be in line.

If Amazon produces the numbers, nobody will care. If the growth isn't there, then I think it will become more of an issue. Why isn't there the disclosure level that we would expect?

I expect the tone of the conference call and the guidance they give to be more positive than investors expect.