Dow Jones Yahoo Combo?

Monday, May 07, 2007 | 11:00 AM



I hadn't really noticed this prior, but some of the subscription only Barron's columns are showing up in Yahoo! Finance.

The two columns I mentioned over the weekend -- Up & Down Wall Street's Bubble 2.0 , and The Trader column's "Even the Bulls Aren't So Bullish" are both available on the free Yahoo! Finance.

If GE isn't interested in making the purchase and doing a spin out, then Maybe Yahoo! should by Dow Jones -- their market cap is over $41Billion versus News Corp's $23.5B.

Yahoo! could match Murdoch's $5B offer, and essentially be a White Knight to BOTH family shareholder groups.  They should be acceptable to the Bancrofts, who have been rather equivocal in responding to Murdoch's offer, as well as the the Ottaway family, a minority partner in Dow Jones who "released scathing statements yesterday saying that a takeover by Rupert Murdoch’s News Corporation would ruin Dow Jones and its crown jewel, The Wall Street Journal."

All things considered, a combination of Yahoo!/DJ makes much more sense than either a NEWS CORP/DJ or even the recently rumored MICROSOFT/YHOO!

Yahoo would grab a primo media property, one with a growing web presence that fits into their already existing business model. And, they capture a strong way to cross advertise to a highly sought after, high-income demographic. It also adds some bulk to a entity increasingly falling behind Google in the online advertising space. They would add another $1.783B per year in revenues (a near 30% bump up for Yahoo, which did $6.4B last year). It also adds another $386 million in profits (FY 2006), almost doubling Yahoo!'s profitability.

Food for thought . . .


UPDATE: May 7, 2007 1:00pm

It turns out that this same idea was floated by Alan Meckler back in December; and Eric Savitz blogged extensively about it
(See Should Yahoo Buy Dow Jones? The Debate Rages On and Dow Jones and Yahoo, Part III: Suddenly, Someone Decided It Was My Idea)


Bubble 2.0
Randall W. Forsyth
Barron's, May 7, 2007

Moved to Yahoo Finance: Bubble 2.0


Even the Bulls Aren't So Bullish
Kopin Tan
Barron's, May 7, 2007

Moved to Yahoo Finance: S&P High Brings Muted Revelry

Monday, May 07, 2007 | 11:00 AM | Permalink | Comments (22) | TrackBack (1) add to | digg digg this! | technorati add to technorati | email email this post



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» Yahoo! Should Buy Dow Jones from The Big Picture
Yesterday’s blog post about YAHOO/DJ combo is now fleshed out as a full column on Real Money: All things considered, a combination of Yahoo! and Dow Jones makes much more sense than either a News Corp./DJ pairing or the recently rumored Microsoft/Yahoo... [Read More]

Tracked on May 8, 2007 11:33:36 AM


Looking at the Big Picture, I find it fascinating how far left this country is turning. Resistance to Murdock on the editotrial issues is the latest example.

Meanwhile, the Gods of Irony are smiling as the French have elected a right winger, as we steadily veer to the left here. I just pray the pendulum doesn't swing too far to the left here...but I am not optimistic at all...thanks to Iraq.

Posted by: Fred | May 7, 2007 12:01:55 PM

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