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P-40 WarHawk Portfolio

Tech: AAPL

Commodities: PCU, RIO, NUE

Agriculture: (sold: POT)

Aerospace/Defense: PCP, WGOV

Energy: BTU, CHK

Infrastructure: ABB, FWLT, MDR

Industrials: SPW, SNHY, TEX

Rails: UNP

Discretionary: (none)

Financials: (none)

Staples: MO, PM, HEK

Service: FCN

Mood: Buy the deep black bottomless crevasse fear, sell the…less fear.

**Update: 06/13/07**

Portfolio Summary…

**DISCLAIMER**

Mr. Lin is not a professional money manager and does not have the certification to give financial advice.  This site is intended to discuss stocks and the stock market in a simple, intuitive way but in no way should be considered as official financial or investment advice. Full Disclaimer

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June 20th, 2007 Archive

Yahoo! (YHOO) - Now What Do We Do?

I would feel left out if I didn’t join in the Yahoo!-Terry Semel-Jerry Yang discussion, so here’s my two cents.

Search Marketing - Google vs. Yahoo Showdown
First, I’ll talk a bit about the search marketing battleground because that’s perceived as where Yahoo! (YHOO) is getting is head handed to them by Google (GOOG). I believe Yahoo’s Panama advertising platform has made good but slow progress since it’s launch a couple of months ago. While I was tempted to jump on the Yahoo wagon when Panama was finally launched (with a sigh of relief), the disappointment and negative comments from both advertisers and publishers on the DigitalPoint forums caused me to be very skeptical of Panama at the time. Advertisers were reported having a hard time even Read the rest of this entry »