Vimpel CEO Discusses Q4 2010 Results - Earnings Call Transcript
Vimpel-Communications (VIP) Q4 2010 Earnings Call March 29, 2011 10:30 AM ET Executives Alexandra Tramont – Vice President, Financial Dynamics Alexander Izosimov – Chief Executive Officer Henk van...
View ArticleSprint Is Worth $8 With Margin of Safety
John Pulliam submits:Qualitative Rational Summary Sprint (S) is an underperforming company which will likely improve over the next several years as a result of both efficiency gains and improving...
View ArticleThere Will Be Volatility: The AT&T / T-Mobile Merger
Andrew Sachais submits:In recent weeks, AT&T (T) submitted a bid to take over T-Mobile for $39 billion. This has led to mass speculation on both sides, wondering whether the DOJ will step in and...
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Joel West submits: The proposed AT&T (T) acquisition of T-Mobile raises serious antitrust issues, which have yet to be investigated by the FCC. (Of course, if the deal is blocked, T-Mobile’s...
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Verizon Breaks Out
Hickey and Walters (Bespoke) submit: Verizon (VZ), which has traded in a range between $25 and $40 for theComplete Story »
View ArticleWhat's Next for These 8 Telecom Giants?
Investment Underground submits: Uncertainty about the state of the modern telecom industry is everywhere you look. Though the T-Mobile/AT&T (T) deal is still pending, many analysts speculate...
View ArticleAT&T Explores New Wireless Growth Areas
Trefis submits: AT&T’s (NYSE:T) recent acquisition of T-Mobile for $39 billion adds a new weapon to the company’s arsenal, providing additional spectrum that will enable 4G LTE deployment to more...
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Stone Fox Capital submits:After a wild couple of weeks in the domestic wireless sector following the announcement that AT&T (T) would purchase T-Mobile from Deustche TeleKom (DTEGY.PK) in a $39B...
View ArticleWhy the Government Should Stop the AT&T / T-Mobile Deal
Mark Riddix submits: Let me start off by separating my thoughts about AT&T (T) the company with my thoughts about the merger deal. AT&T is one of the best dividend stocks in the market, and has...
View ArticleWhat's Next for AT&T, T-Mobile, Verizon and Sprint
AT&T’s (T) bid for T-Mobile surprised many, including us. Industry concentration argues powerfully against the deal. That AT&T agreed to pay T-Mobile $3.0B plus AWS spectrum fee in the event...
View ArticleNortel Patents Drive Bonds Higher
Market Blog submits: By David BermanInvestors stuck with shares in Nortel Networks Corp. (NT) still have nothing to cheer about, even after Google Inc. (GOOG) offered the company $900-million (U.S.)...
View ArticleThe S&P Looks More Favorably on AT&T and Wireless Tower Operators
Research Recap submits: Standard & Poor’s Ratings Services is warming to AT&T Inc.’s (T) (A-/Stable/A-1) planned acquisition of wireless carrier T-Mobile USA and also is positive on US wireless...
View ArticleWill ALU's LightRadio Solve America's Bandwidth Problem?
Investment U submits: By Ryan Cole One small box is about to save America’s cellular companies. The simple fact is, despite a massive build-out, America’s networks are stretched as thin as they can...
View ArticleCanadian Telecom Sandvine Posts Q1 Loss, Focuses on Fixed and Mobile Services
Proactive Investor submits: Sandvine (SNVNF.PK), a Canadian supplier of telecommunications networking equipment, said Wednesday it swung to a loss in the first quarter as revenues fell and expenses...
View ArticleA Look at 8 Big Sells by George Soros
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View ArticleFCC: More Regulatory Overreach
Michael Mandel submits:Imagine that you had an industry where customer satisfaction was increasing faster than any other part of the economy. Now imagine that the same industry showed rising real...
View ArticleTelefonica: Company With High Dividend Yields, Low Payout Ratios
Ben Strubel submits:For our dividend portfolio we follow the strategy pioneered by Tweedy Browne of buying companies with high dividend yields but low payout ratios. You can read Tweedy Browne’s...
View ArticleGuru-Inspired Picks for a Telecom Bounce-Back
John Reese submits:The telecom sector got a big shakeup recently, with AT&T (T) announcing that it will buy T-Mobile in a deal that would boost AT&T's subscribership to almost 130 million -...
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Bad Things Happening at Nokia's Product Development
David Wolf submits: In the January edition of WIRED magazine, in an article entitled “Shanzhai,” Frog Design‘s Jan Chipcase takes writer Bobbie Johnson on a tour of Shanghai’s electronics markets. If...
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