Yahoo revealed in a filing that it might reevaluate its plan to return to shareholders the $4 billion it’s collecting from selling off its stake in Alibaba. Yahoo already has $2 billion in cash, and count me among the observers who think Yahoo would be better off spending on acquisitions than on a stock buyback or a dividend. Others think Yahoo might invest in search and in engineering in general. Plans to unload its ad technology seem to be off, so maybe Yahoo is looking at AOL and observing that the only growing part of AOL is its ad network business. I’m still a proponent of Yahoo buying up some “traditional” web media properties and investing in targeting, so that it can take a shot at leading online brand advertising. Of AllThingsD’s list of suggestions, Pinterest, Yelp, and Foodspotting would fit best.