Safa Rashtchy Stock Quotations

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.

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.

We believe this level of disparity is not sustainable and the stock is likely to correct this.

We believe there is a good chance for revenue upside, and we expect the stock to react positively to any top line upside.

We believe Amazon will lack any catalysts to move it higher and we consider the stock overvalued compared to peers.

I don't think this was disappointing at all. It gives the stock some room to breathe and come back.