tw telecom

  • This Stock Is Cheaper and Safer than Its Peers

    By Mark Lin - June 12, 2013 | Tickers: ELNK, TWTC, WIN

    In recent years, I have seen a trend of analysts shunning asset–heavy stocks for their more efficient counterparts. However, investors should not confuse capital inefficiencies with competitive advantages derived from assets. Asset intensive companies also typically face less threats from substitute products and the entry of new competitors. EarthLink (NASDAQ: ELNK), a domestic IT services, network and communications company, belongs to this category of companies with a significant network more »

  • Billionaire Jim Simons’s Small-Cap Picks

    By Meena Krishnamsetty - May 30, 2013 | Tickers: ALK, DPZ, TSS, TWTC, WNR

    Hedge funds’ small-cap stock picks can be sources of alpha, even when working off the fairly old information from 13F filings. We have found, for example, that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year, and our live testing of this strategy, which began in September 2012, has since returned 38%. Our explanation for this result is that more »

  • Icahn Protege Calls for a Telecom Takeover

    By Marshall Hargrave - May 20, 2013 | Tickers: CMCSA, TWC, TWTC

    Carl Icahn protege Keith Meister said at the Ira Sohn Value Conference that TW Telecom (NASDAQ: TWTC) is ripe for a buyout. TW Telecom is a supplier of phone and internet services to businesses. At the conference, Meister, from Corvex Management, said of TW Telecom, "Great space, growing trends, great companies. There is massive value in an M&A context." He added further that he could see TW Telecom rising more »

  • Checking in on This Ex-Lehman Hedge Fund’s Favorite Equities

    By Meena Krishnamsetty - April 25, 2013 | Tickers: GM, NXY, SNY, TWTC, WAG

    Managed by the former head of Global Trading Strategies for Lehman Brothers, Realm Partners was started in 2009 by Robert Millard with $650 million. Before leaving Lehman as managing director in 2007, a year before Lehman filed for bankruptcy, Millard was given the highest pay package at the firm with $51.3 million, versus the $40 million paid to CEO Dick Fuld. Unfortunately, more than half of that was awarded more »

  • Senator's Newest Mid-Cap Picks

    By Marshall Hargrave - April 7, 2013 | Tickers: HTZ, LEA, SBH, SBAC, TWTC

    Senator Investment Group, with some $4.5 billion of assets under management, happens to be a big time bull on the paper industry, recently increasing his position in International Paper five-fold. In looking over his other holdings, I found that Senator added a number of interesting mid-cap stocks to its portfolio at the end of 2012 (check out Senator's other top picks).
    A few of his notable picks are more »
  • Billionaire James Dinan’s New Stock Picks

    By Meena Krishnamsetty - March 4, 2013 | Tickers: AAP, CP, PDH, RLGY, TWTC

    Six to seven weeks after the end of a quarter, hedge funds and many other investors are required to file 13Fs with the SEC. These filings allow the broader financial community to see many of their long equity positions in U.S. stocks as of the end of the previous quarter. We have found that investment strategies can be derived from the information in 13Fs; for example, the most popular more »

  • Just Say Yes to This 12% Dividend Yield

    By Meena Krishnamsetty - December 31, 2012 | Tickers: CTL, LVLT, TWTC, WIN

    Windstream Corporation (NASDAQ: WIN) has a very high dividend – yielding close to 12% – that scares a number of investors, which has only exacerbated the telecom’s downside. The stock has lost close to 30% year to date. Despite the company’s 400% payout ratio on an earnings basis, the annual dividend payout is only $588 million, where the company expects to generate upwards of $950 million in free cash flow more »

  • This Stock Has Several Growth Catalysts

    By Piyush Arora - November 28, 2012 | Tickers: T, CTL, TWTC, VZ, WIN


  • Billionaire Ackman’s Disciple Is Making A Telecom Move

    By Meena Krishnamsetty - October 26, 2012 | Tickers: CBB, ELNK, FTR, TWTC, WIN

    According to a filing with the SEC, Marcato Capital Management has acquired 14.2 million shares of Cincinnati Bell (NYSE: CBB) as of Oct. 25, which gives the fund 7.2% of the total shares outstanding. Cincinnati Bell is a $1.1 billion market cap company which provides wireline and wireless services and also operates a data center segment. Marcato is managed by Richard McGuire, who had previously worked at more »

  • Hedge Funds Are Buying and Selling These Stocks Recently

    By Meena Krishnamsetty - July 12, 2012 | Tickers: IDTI, PLXT, TWTC, WCG

    13D and 13G filings with the SEC allow observers and individual investors to track large positions being taken by hedge funds, including some of the best known and most successful investors today.  Here are what five hedge funds have been up to recently:

    Southeastern Asset Management reduced its stake in TW Telecom (NASDAQ: TWTC) to a little over 16 million shares, giving Southeastern 10.7% of the shares outstanding.  At more »