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Jan. 25 (Bloomberg) -- Lawrence Haverty, portfolio manager at Gamco Investors Inc., talks about Yahoo! Inc.'s fourth-quarter profit and first-quarter forecast, and the likelihood the company may be acquired. Yahoo, the most-visited U.S. Web portal, forecast first-quarter revenue and operating profit that may miss estimates as it fails to benefit as much as rivals such as Facebook Inc. from a rebound in advertising spending. Haverty talks with Pimm Fox and Julie Hyman on Bloomberg Television's "Taking Stock." (Source: Bloomberg)