US Airways and Yahoo! Report 4Q'11 Results

US Airways (LCC) reported a 4Q'11 profit. Chairman and CEO Doug Parker stated, "We are very pleased to report a profit for both the fourth quarter and full year of 2011, particularly given the extraordinarily high cost of jet fuel. [...] Looking forward, we are encouraged by the continued strength in demand and believe US Airways is well positioned for success in 2012 and beyond." LCC closed yesterday (02012.01.24) at $6.41 and they reported 4Q'11 results prior to the market opening today.

Yahoo! (YHOO) closed yesterday at $15.69 and then it reported 4Q'11 results. During 4Q'11 Yahoo! repurchased 27 million shares for $416 million ($15.41 per YHOO share). For the year (02011) Yahoo! repurchased 110 million shares for $1.619 billion ($14.72 per YHOO share). There are currently approximately 1,282,282,000 YHOO shares.

I have started reading the transcript from Yahoo!'s conference call and it starts with CEO Scott Thompson saying, "Good afternoon, everyone, and thanks to all of you for joining us today. For those of you who are counting, it's been 3 weeks since I arrived and only 2 weeks since my official start date." And of course Thompson had to say the following: "We're not in a position today to provide you with a roadmap or timetable for that effort, but we will be aggressive and plan to update you on our next earnings call."

From what I can tell the conference call did not include any discussion about the size of Yahoo!'s workforce. It is possible that there are too many Yahoos at Yahoo!

Hmm... Apple Inc., which is not a GDT::Portfolio stock, reported quarterly results yesterday. Apple ended 02011 with $97.6 billion in cash. Hey Apple... Want to buy Yahoo!?

SeekingAlpha.com::Yahoo!'s CEO Discusses Q4 2011 Results - Earnings Call Transcript