For this article I've researched dividend paying companies in the Communication Equipment Industry. Also, to make sure I find the best companies, all three stocks mentioned in this article comply with the following criteria:
- Market cap of more than $500 million and an average volume of at least 300,000 for low volatility.
- Cash per share and current ratio greater than one, meaning good liquidity and dividend sustainability.
- Price more »
Recently, I stumbled across three notable earnings misses – Tellabs (NASDAQ: TLAB), Zoltek (NASDAQ: ZOLT) and Black Hills (NYSE: BKH). I would not have noticed these companies because had they not been on my radar. All three are relatively smaller companies, market caps between $280 million and $1.78 billion, and belong to different industries. However, the earnings misses were not as much of a surprise as the performance of these more »
On Dec. 13, Ciena Corp. (NASDAQ: CIEN) will release fiscal fourth-quarter results. The company operates in the volatile telecom equipment sector, producing networking equipment alongside companies such as Cisco Systems (NASDAQ: CSCO) and Tellabs (NASDAQ: TLAB). Expectations are that net losses persisted through the latest period, due to lower margins in its services business, high start-up costs in the switching operations, and a lower-margined product base. Analysts are looking for more »
Deep value investors are a special breed.
Like their conventional value cousins, deep value investors focus on buying stocks at material discounts to their intrinsic value. However, deep value investors will often look into the strangest places to find opportunities; distressed assets, penny stocks, spinoffs, etc.
How can you emulate their strategies? Let’s take a look at one tool in the deep value investor’s arsenal: liquidation value.
Liquidation more »
Third Avenue Management, a value investing fund which was founded by Marty Whitman in 1990 and has over $10 billion in assets under management, has acquired a total of 35 million shares of Tellabs (NASDAQ: TLAB). Tellabs is a $1.1 billion market cap communications company that provides broadband and networking equipment; according to the recent filing with the SEC, Third Avenue owns 9.6% of the outstanding shares. Our more »
A 2011 report commissioned by Tellabs (NASDAQ: TLAB) indicates a broad risk of an end of profit scenario for mobile infrastructure companies sometime before mid 2015 as a result of declining revenues and reduced capital expenditures. The same study says that avoiding the end of profit scenario is dependent on carriers fundamentally rethinking the design and capabilities of networks. This rethinking includes providing higher performance and capabilities in networks, better more »