RBC Capital's Mahaney Issues Top Ten Internet Surprises For 2016 (FB) (TWTR) (GOOGL) (YHOO)

RBC Capital Internet analyst, Mark Mahaney, issued his Top Ten Internet Surprises For 2016. A "surprise", according to the analyst, is an event that the average Internet investor things is highly improbable, but they believe has a reasonable chance (30%+) of occurring.

1. The Mega-Unicorns Go Public. The market assumes that the likes of Uber, Airbnb, Spotify, Snapchat, Dropbox, Pinterest, Lyft, etc…are waiting until 2017 or later to go public, the analyst noted.

2. Facebook enters China. (NASDAQ: FB)

3. More Dividends Get Paid Out In The Internet Sector. Currently only IAC (NASDAQ: IACI) and Expedia (NASDAQ: EXPE) pay a dividend. Mananey said based on their business models and cash positions others like Priceline (NASDAQ: PCLN), (NASDAQl: GOOGL), eBay (NASDAQ: EBAY) and Yahoo! (NASDAQ: YHOO) could follow suit.

4. Twitter’s MAUs Begins To Decline (NYSE: TWTR)

5. EBAY’s GMV Begins To Decline (NASDAQ: EBAY)

6. A Cloud Computing Price War Breaks Out

7. The Winner Of The 2016 U.S. Presidential Election Is Determined…On The Internet - ... Facebook could be the forum where the next inhabitant of the White House is decided…

8. Yahoo!’s Fundamentals Improve And Marissa Mayer Remains CEO (NASDAQ: YHOO)

9. YELP Gets Acquired (NASDAQ: YELP)

10. Small Cap ‘Nets Outperform Large Caps

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