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No. 1 – How To Fix Yahoo!

Yahoo! (YHOO) CEO Terry Semel may have survived yesterday’s annual shareholders meeting, but some investors are still angry, thinking the Yahoo! board missed an opportunity to stop being Google’s (GOOG) punching bag.

Yahoo stock has been stuck for a year, Eric Bolling says, and he proposes three ways to get it back on track: Semel needs to go, the company needs to focus and become “good at one thing instead of OK at a lot of things,” and it also needs to move toward user-generated content.



Pete Najarian says the rumor mill has been virtually the only thing keeping Yahoo! afloat anymore. And Stacey Briere Gilbert says the options indicate that there’s an expectation that a takeout could still happen. She thinks it’s cheap from an options perspective, but not the stock itself.

But Yahoo! could get even cheaper, Eric says. He believes Wall Street has lost its patience and Terry Semel has lost his credibility.



DISCLOSURE:
Stacey Briere Gilbert Is Chief Options Strategist For Susquehanna Financial Group, LLLP
Gilbert Is Head Of Market Intelligence Research For Susquehanna Financial Group, LLLP
Gilbert Does Not Cover Individual Securities But Does Recommend Trading Strategies; An Affiliate Of Susquehanna Financial Group, LLLP Is An Options Specialist In Certain Of The Stocks Discussed By Gilbert; An Affiliate Of Susquehanna Financial Group, LLLP Is A Market Maker In Certain Of The Stocks Discussed By Gilbert; Gilbert Owns (TIE); Susquehanna Financial Group, LLLP And Affiliates Own More Than 1% Of The Shares In (CAL); Bolling Owns Gold, (ICE), (NMX); Najarian Owns (STX), (MS), Is Short (AMR) and (CAL); GE Is The Parent Company Of CNBC
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