Wednesday Options Update: BAC, XRT, ZMH, GMCR, COF, YHOO, ZGEN, NYT
Andrew Wilkinson submits: Bank of America Corp. (BAC) – One massive options transaction on Bank of America today suggests one investor has made a bee-line for the hills. The trader observed ducking for cover appears to be expecting the recent rebound in the price of the financial firm’s shares to come to an abrupt end ahead of September expiration. Shares in BAC climbed 2.1% during the session to pin down an intraday high of $13.49. It looks like the options player sold shares of the underlying stock for approximately $13.35 each an
http://seekingalpha.com/article/224380-wednesday-options-update-bac-xrt-zmh-gmcr-cof-yhoo-zgen-nyt?source=feed 2010-09-08 14:57:15 PST

Wednesday Options Brief: COF, YHOO, ZGEN, NYT
Andrew Wilkinson submits: Capital One Financial Corp. (COF) – Bullish traders flocked to the “what’s in your wallet?” financial services company right out of the gate this morning to pick up near-term call options. Investors populating COF options exchanged more than 7 calls on the stock for each single put option in action ahead of midday in New York. Capital One’s shares increased as much as 2.8% earlier in the session to touch an intraday high of $39.93. The stock is currently trading 1.65% higher on the day to
http://seekingalpha.com/article/224350-wednesday-options-brief-cof-yhoo-zgen-nyt?source=feed 2010-09-08 12:21:11 PST

Google Wins in Yahoo / Microsoft Search Deal
YCHARTS.com submits: Yahoo! (YHOO) and Microsoft (MSFT) started sending out materials yesterday to help advertisers transition their accounts from Yahoo!’s search marketing system to Microsoft’s AdCenter. Given Yahoo’s second quarter results, where search revenues declined 8 percent year-over-year, the remainder of the year should be interesting as accounts transition to Microsoft. If the initial process is any indication of how successful the switch will be, investors may want to pay close attention to Yahoo! shares.
http://seekingalpha.com/article/223503-google-wins-in-yahoo-microsoft-search-deal?source=feed 2010-09-02 07:04:17 PST

Google Set to Cash in on Increased Internet Usage
Trefis submits: Around 72% of Google’s (GOOG) stock value can be attributed to its Search Advertising business where the company competes with search players like Yahoo (YHOO), AOL (AOL), Microsoft (MSFT) and Apple (AAPL). We currently have a Trefis price estimate of $683 for Google’s stock, about 51% above the current market price of $451. Google’s stock is very sensitive to the Global Internet Users, which has seen a steady increase over the years. Below we highlight how higher growth in the number of Internet users c
http://seekingalpha.com/article/223368-google-set-to-cash-in-on-increased-internet-usage?source=feed 2010-09-01 12:08:18 PST

Put Writers Count on Technical Support for Yahoo! Inc.
Yahoo! Inc. (YHOO) has attracted a heavy dose of put activity today, with over 6,300 of these bearish bets changing hands so far -- four times the search engine stock's expected single-session put volume.However, a closer look at today's put volume indicates that this activity is not necessarily bearish...(Read More)
http://www.schaeffersresearch.com/marketcenters/optionscenter/default.aspx?c=bytefeed&ID=102057&single=true 2010-09-01 11:50:00 PST

July Search: A Last Look Before the Landscape Changes
Compete submits: Just last week, the Yahoo! (YHOO) and Microsoft (MSFT) Search Alliance rolled out its first big change to the public – Yahoo! organic search results are now driven by Bing’s algorithms in the US and Canada. For every search a consumer conducts on the Yahoo! engine, you will see the small but powerful words at the bottom of each SERP: “Powered by BingTM””. Complete Story »
http://seekingalpha.com/article/222499-july-search-a-last-look-before-the-landscape-changes?source=feed 2010-08-26 14:58:50 PST

Monster Completes Acquisition of HotJobs From Yahoo
Zacks.com submits: Monster Worldwide, Inc. (MWW) recently completed the acquisition of HotJobs for $225 million in cash. HotJobs is a leading online recruitment website which was previously owned by Yahoo! Inc. (YHOO). As per the terms of the deal, Monster and Yahoo! have also entered into a three-year commercial traffic agreement, whereby Monster will become Yahoo!'s exclusive provider of career and job content on the Yahoo! homepage in the United States and Canada.Complete Story »
http://seekingalpha.com/article/222447-monster-completes-acquisition-of-hotjobs-from-yahoo?source=feed 2010-08-26 10:24:48 PST

Yahoo Ups Search Market Share
Zacks.com submits: Yahoo’s (YHOO) share in the Web-search market grew nearly half a percentage point in July, but Google Inc. (GOOG), despite losing the ground to Yahoo, maintained its dominance in the U.S. search engine market, as shown by figures released by Internet market research company comScore Inc.Search engines make money when users click on the text ads placed beside search results. Web queries are an important element in helping search engine optimization and web advertising firms decide where to put their money. New York-bas
http://seekingalpha.com/article/222216-yahoo-ups-search-market-share?source=feed 2010-08-25 09:59:40 PST

Wednesday links: consol time
This is an early edition of the linkfest.  Check out Abnormal Returns Now for all the latest links. Sentiment is getting pretty bearish out there.  (Smart Money Tracker) “August is usually a slow month for the market, but this month has been really, really slow.”  (Bespoke) Stocks vs. bonds:  bonds are winning.  (Crossing Wall Street) What is Mark Cuban’s (investing) edge these days?  (Big Picture) The convexity trade may push interest rates lower.  (Minyanville) Are investors (mistakenly) extrapolating past bond mark
http://feedproxy.google.com/~r/abnormalreturns/~3/-IckIkI8SJk/ 2010-08-25 08:27:36 PST

Economic Warning: Cuban Update
Today I managed to annoy two billionaires. It wasn’t my intention, it just happened. The first, we’ll save for a future discussion. The second was Mark Cuban. In this morning’s discussion of sentiment (Celebs’ & Billionaires’ Economic Warnings ?) after dissecting the surprise economic warning from Tony Robbins, I also mentioned Mark Cuban’s “Put your money in a bank” comments. Mark responded in a comment. He raises valid points I wanted to address, then clarify what I wrote, and respond to his challe
http://feedproxy.google.com/~r/TheBigPicture/~3/t06iA9o6B4U/ 2010-08-24 22:20:30 PST