Stockpickr: Bill Miller's Internet Stock Revenge

Second, Yahoo!'s acquisitions of delicious and flickr will ultimately rival that of YouTube and MySpace as the best acquisitions ever.

And third, the recent management shakeup puts Sue Decker in line to be CEO and I believe she's a quality exec, and many other companies do as well (for instance, she's on the board at Intel). I'm looking for Yahoo! at $35 or higher in the coming year. (Here's Yahoo!'s Stockpickr page.)

According to Stockpickr, Street Insight writer Grange Johnson, through his LaGrange Capital, also owns Yahoo!.

Next, Miller has a stake in VeriSign (VRSN Quote). VeriSign underperformed the market last year, going from 22 to 24. Part of the reason is that the market really hated the Jamba! Mobile business, which was showing some lagging numbers.

Well, fine. Verisign ended up selling the business for a profit. Meanwhile, it confirmed its monopoly with ICANN in the domain name business (when you register a dot-com name, you pay VeriSign $6 no matter who you are registering with), and it sold its payments business to eBay, and in doing so, made eBay its top customer for its security business. Meanwhile, it has a great balance sheet with $500 million net cash, it is growing, and it trades for barely 13 times cash flows. I believe VRSN hits $30.