In fact, he doesn’t expect to hear any bold new plans for the company for the simple reason that Thompson only recently took the helm of the company.
“He has to get to know the company,” Schachter said. “He has to get to know the assets, know the employees “
Yahoo’s fourth quarter earnings are expected to show the Internet company is still losing ground to Google and Facebook in the battle for online advertising. The company’s net revenue has declined from the previous year in 12 consecutive quarters and that streak is expected to be extended with the company’s latest results.
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Trader disclosure: On Jan. 24, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders: Terranova owns AXP; Terranova owns F; Terranova owns APC; Terranova owns WFM; Terranova owns OXY; Terranova owns XOM; Terranova owns TRLG; Terranova owns SBUX; Terranova owns JNPR; Terranova owns VRTS; Terranova owns IBM; Terranova owns LQD; Terranova owns SU; Terranova owns SJM; Terranova owns BRCM; Terranova owns MUB; Terranova owns EMC; Terranova owns CSCO; Terranova owns V; Terranova is long UNG April $5 puts; Edwards is long AAPL; Edwards is long GLD; Edwards is long MSFT;
Edwards is long INTC; Edwards is long MCD; Edwards is long JNK; Edwards is long BMY; Edwards is long WLT; Edwards is long QCOM; Edwards is long GWW; Weiss is long AAPL; Weiss is long RIMM; Weiss is long VZ; Weiss is long QCOM; Weiss is long BRCM; Weiss is long EUO; Weiss is long CSC; Weiss is long GM; Weiss is long F; Weiss is short V; Weiss is short WLT
For Peter Misek
Jefferies & Company, Inc makes a market in the securities or ADRs of Apple Inc.
For Ben Schachter
For Todd Gordon (PM)
Gordon is short EUR/NZD
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(MCD): I, Sara H. Senatore, Senior Analyst(s)/Analyst(s), certify that all of the views expressed in this publication accurately reflect my/(our) personal views about any and all of the subject securities or issuers and that no part of my/(our) compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views in this publication.
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Zynga (ZNGA) The senior research analyst(s) certifies that the views expressed in this research report and/or financial model accurately reflect such senior analyst's personal views about the subject securities or issuers and that no part of his or her compensation was, is, or will be directly or indirectly related to the specific recommendations or views contained in the research report. Baird prohibits analysts from owning stock in companies they cover.
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