Telecommunication Services

  • Which Will Be the Best Telecom Stock This Earnings Season?

    By Masam Abbas - January 22, 2013 | Tickers: T, DTEGF, S, VZ

    During the upcoming 4Q12 earnings cycle, I will be analyzing three key topics, which are considered as the key for longer-term wireless market economics: wireless ARPU, handset subsidies, and the impact of M&A. I continue to view the US wireless industry as healthy but extremely competitive, with the two dominant players (discussed below) capturing the lion’s share of the value.

    1. Wireless ARPU (Average Revenue per unit): How more »

  • The Best Positioned Telecom In The Industry

    By Masam Abbas - January 18, 2013 | Tickers: T, S, VZ

    Verizon (NYSE: VZ) is the second-largest telecom operator in the U.S., providing various wireline and wireless services to its customers. The company had approximately 98 million wireless customers as of Sept. 30, 2012. I suggest a long position in the stock because even though the company will face an extremely competitive wireless market in 2013 and onwards, I believe Verizon remains the best-positioned carrier in the industry, and is more »

  • AT&T Earnings: Great Dividend and Growth

    By Matthew Frankel - January 18, 2013 | Tickers: AAPL, T, S, VZ

    AT&T (NYSE: T) is one of two dominant telephone and broadband companies in the U.S. along with Verizon (NYSE: VZ). A favorite among dividend investors, AT&T features the higher payout of the two, currently at 5.25% as opposed to 4.8% for Verizon. With AT&T set to report earnings next Thursday, investors will be looking for signs of future growth, especially when it comes to more »

  • Verizon Earnings Preview: All About the Data

    By Matthew Frankel - January 15, 2013 | Tickers: AAPL, T, GOOG, VZ, VOD

    Verizon (NYSE: VZ) is one of the most popular stocks among all investors, loved for its great dividend yield (4.8% currently) as well as its exposure to technology.  Along with AT&T (NYSE: T), Verizon is a dominant player in the U.S. wireless market.  With the company set to report earnings on Jan. 22, there are a few things that the market will be looking for to ensure more »

  • Apple's Next Leg Up: China

    By Matthew Frankel - December 17, 2012 | Tickers: AAPL, CMGE, CHA, CHU, QCOM

    With the recent 27.7% decline of Apple’s (NASDAQ: AAPL) share price from the September highs of $705 to the current levels of $509.79 as of this writing, there is no shortage of reasons to dump the stock being broadcast constantly by the various news outlets.  I have heard reasons ranging from “Apple is out of ideas” and “there is no more room for growth,” to “sell before more »

  • Marriage of Convenience

    By Somnath Guha - October 3, 2012 | Tickers: T, S, TMUS, VZ

    Merging for Strength

    Struggling cellphone companies T-Mobile USA (privately held) and MetroPCS Communications (NYSE: TMUS) are set to merge, in a deal that will create an operator with more than 40 million subscribers. T-Mobile USA and MetroPCS have announced they will merge in a move to combine two weaker wireless companies in an industry dominated by bigger players.

    T-Mobile's parent company, Deutsche Telekom, announced that it has signed an more »

  • Smartphone Market: More Competitive Than Ever

    By Tony Daltorio - September 16, 2012 | Tickers: AAPL, GOOG, MSFT, NOK

    It's the season for us to be inundated with ads touting how great product EZ is or how B is better than G. No, it's not Christmas yet and the silly season in political ads for the Presidential election in November have yet to fully kick in. But it is the season for the launch of new smartphones from all the major competitors. 

    The latest smartphone to be more »

  • Think Twice About Infinera

    By Hans el - September 14, 2012 | Tickers: ALU, T, CIEN, INFN, S, VZ | Editor's Choice

    I have been in the telecom industry now for 12 years starting back in 2000 with Lucent Technologies. My work has taken me across Europe, Africa, Latin America, and the USA. These experiences I hope will help you decide if Infinera (NASDAQ: INFN) is the right investment for you.

    There has been a lot of buzz for a long time about INFN driven by great expectations of their new flagship more »

  • Why I'm Buying this Underfollowed Telecom

    By Matthew DiLallo - June 3, 2012 | Tickers: AAPL, CMCSA, MSG, RCI, VZ

    For the third trade I’m recommending for my “No Drip, No Mess” Portfolio I am going north of the border for a Canadian Telecom that has a diverse set of businesses and pays a great dividend.  Instead of just buying the stock, I’m recommending writing puts to pick up some income today while attempting to pick up shares at a ridiculously low price. Given its current price it more »

  • Analyst Rating Will Hurt Nokia in the Short Term

    By Tim Brugger - May 14, 2012 | Tickers: AAPL, GOOG, MSFT, NOK

    It may turn out to be a couple (more) difficult days as Nokia kicks off the week’s trading. The stock is sure to see additional pressure as investors absorb the latest guesstimates from long-time Nokia (NYSE: NOK) analyst Andy Perkins – rated in the middle of the pack by StarMine for his earnings estimates – now that he’s jumped off the Lumia 900 wagon train. Mr. Perkins recently had this more »

  • News of Nokia’s Demise Greatly Exaggerated

    By Tim Brugger - May 3, 2012 | Tickers: MSFT, NOK

    The precipitous drop in Nokia’s (NYSE: NOK) share price in the past month – to the tune of 30% - in and of itself is enough to make shareholders cringe. That the drop came on the heels of a series of bad news, poor press and downgrades didn't help matters.

    There have even been rumblings by some that the future of Nokia as a viable entity is in question – one more »

  • Nokia: Making All the Right Friends

    By Tim Brugger - April 26, 2012 | Tickers: T, MSFT, NOK, VZ

    To say Nokia has had a rough month is a huge understatement. The company will certainly be glad to put April behind them, as will Nokia (NYSE: NOK) shareholders. Down about 35% since the end of March, even with the day’s nice pop (about 3.5% as it stands now) you’re not likely to hear much cheering from the Nokia camp.

    Apple (NASDAQ: AAPL) shareholders continue to revel more »

  • AT&T or Verizon, What’s an Investor to do?

    By Tim Brugger - April 25, 2012 | Tickers: AAPL, T, S, VZ

    With investors all aflutter after the recent earnings announcement from $188 billion phone giant AT&T (NYSE: T), the company is nearing their 52-week high of $31.97. Not surprisingly there’s a bit of resistance – seems there always is before a company breaks through – but it’s likely shareholders will be smiling before the day’s out.

    The Quarter

    Clearly most are happy with AT&T’s recent quarter more »

  • Verizon Competes on Quality, Not Price

    By Paula Pant - March 28, 2012 | Tickers: T, NFLX, TMUS, VZ

    The market is rallying. Why is Verizon falling?

    Verizon (NYSE: VZ) is the only member of the 30-strong Dow Jones Industrial Average to fall, rather than rise, in stock price at closing time on Monday, according to CNN Money, and that poor performance was not a one-day fluke: its stock is down 3 percent this year, despite the overall market being on an upward tear.

    But the company's financials more »

  • The Week that Was: Banks, Nokia and Intel

    By Tim Brugger - March 5, 2012 | Tickers: BAC, C, INTC, NOK, WFC

    For both Intel (NASDAQ: INTC) and Nokia (NYSE: NOK) last week was all about one upping the competition at the World Mobile Congress in Barcelona. Though reviews were mixed, most believe Intel’s smartphone and mobile computing chips were a smashing success. Intel reiterated the previously reported agreement with China’s LTE as well as announced deals to provide their Atom chips for France Telecom and India’s Lava International more »

  • Nokia Betting Quality Leads to Quantity

    By Tim Brugger - February 28, 2012 | Tickers: AAPL, MSFT, NOK | Editor's Choice

    There’s no denying investors weren’t happy with Nokia’s (NYSE: NOK) earnings call a few weeks back. Revenue and earnings were down year-over-year and every bit as distressing for investors was the news management is pushing for a decrease in Nokia’s divided from the current $0.26 to $0.20 a share.

    The result was as you’d expect -- the stock dropped from $5.85 a share more »

  • The Week that Was: Heinz, GM and Comcast

    By Tim Brugger - February 20, 2012 | Tickers: CVC, CPB, CMCSA, F, GIS, GM, HNZ, TWC

    If nothing else, President’s Day gives investors a bit more time to digest last week's stock price moves and get lined up for the week to come. Opportunities arose that included undervalued stocks -- and they remain so even after solid run-ups last week. One however jumped to a point investors would be wise to grab some profits.

    As mentioned in last week's article, Friday was a busy more »

  • Comcast Nails It, Now Hurry and Get Out

    By Tim Brugger - February 15, 2012 | Tickers: CVC, CBS, CMCSA, TWC

    Comcast (NASDAQ: CMCSA) investors have to be ecstatic – virtually all the recently announced earnings news was good. Revenues were up by 3% ... OK, that’s not overly impressive but it was enough to keep Comcast’s quarterly revenue growth string alive. And income shot up to $1.29 billion from the $1.02 billion earned in Q4 of 2010. Now that's more like it. Plus it’s nice to more »

  • Verizon Still Tops the List

    By Tim Brugger - January 24, 2012 | Tickers: T, VZ

    At $106 billion Verizon (NYSE: VZ) is only the second biggest player in the telecommunication industry, at least by market cap. At $177 billion AT&T (NYSE: T) holds the title. But the exploding wireless market is another matter, and in that Verizon is the clear leader. But when it’s all said and done it’s hard to imagine VZ management would want it any other way.

    With AT more »

  • The Spectrum Crisis in a Nutshell

    By Chase Kimball - January 16, 2012 | Tickers: T, CLWR, S, VZ

    I must admit that I am not the brightest crayon in the shed.  When I first heard of this "spectrum crisis," I hadn't the foggiest idea of how these wonderful little pocket sized miracles we call smartphones work.  They just work, and when they don't I go cross eyed with rage.  It brings to mind a hilarious Louis C.K. bit called "everything's amazing and nobody's more »

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