Stellar News -- for Facebook and Google

 | Jul 17, 2013 | 11:22 AM EDT  | Comments
  • Comment
  • Print Print
  • Print
Stock quotes in this article:

yhoo

,

goog

,

FB

Can't believe that people figured out how good a job Marissa Mayer is doing at Yahoo! (YHOO). Can't believe she is getting the recognition that she is rebuilding a great company and will figure out a way to beat the machines -- meaning she'll beat the programmatic pressure on advertising. She will do it by bringing new products, getting the website to be technologically advanced and nailing enough video to give her something to sell.

Most important, the company had previously been falling apart -- and now it is rebuilding.

But I have two other, bigger takeaways. One is that, if Yahoo is doing well, I think of Facebook (FB) -- which has lots of ways to monetize that Yahoo doesn't, and with a much bigger audience. The second is that Google (GOOG) must be doing spectacularly, because the pie is growing still, and Google is gaining share and doing a lot of things away from advertising that are incredibly impressive.

To put it simply, what's good for Yahoo is good for Facebook and great for Google, and all three should be played that way. 

Columnist Conversations

Well this is confusing...our models were calling for a run to 2072 before a bearish reversal would be possible...
Revenue Trend Apple is one of the most remarkable companies in the world, not just because it has the largest...
HOG has topped out. The stock's twelve day winning streak is ending today with and ugly reversal. HOG o...
Seems like there was a bid underneath at the crucial 2:45 p.m. hour.. day saver? still not sure..

BEST IDEAS

REAL MONEY'S BEST IDEAS

Columnist Tweets

BROKERAGE PARTNERS

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.


TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.