Yahoo! Faces a Challenge

This column was originally published on RealMoney on Feb. 2 at 11:00 a.m. EST. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.

Well, January sure made a lot of very serious bears look pretty silly. During the first month of 2007, the S&P 500 advanced 1.53%, the Dow Jones Industrial Average advanced 1.18% and the Nasdaq 100 outpaced both, running 1.87% higher. Turns out that Wall of Worry had a lot of handholds. But now what?

I was looking at my Stock Trader's Almanac and noticed that February generally tends to be a bit more mundane than January. Specifically, February is "the worst of the best." ...