Yahoo! shares are more than a bargain once the Alibaba and Yahoo! Japan stakes are shorted out, said Josh Strauss, portfolio manager for the Appleseed Fund. Strauss added that Yahoo! CEO Marissa Mayer is doing the right things to generate shareholder value, as well as increase an already impressive EBITDA. He is also bullish on shares of Adidas, saying the sporting apparel and sneaker giant dominates Europe, Latin America and the soccer category, while trading at a substantial discount to both Nike and Under Armour. Finally, Strauss is positive on ScanSource, saying it is inexpensive and has recovered from a snafu that hurt its shares last year.
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