mobile phone stocks posts
FeedPosted Oct 6th 2010 1:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Stocks to Buy
"I still see fresh opportunities in this market, such as Vodafone (
VOD), the world's leading mobile telecommunications company," says
Mark Skousen.
The editor of
High-Income Alert explains, "The company has a significant presence in North America, Europe, the Middle East, Africa and Asia. It currently has more than 350 million customers.
"The company operates under a number of brand names. In the United States, the group markets its products through Verizon Wireless.
Continue reading Vodaphone (VOD): Opportunity Calling
Posted Apr 2nd 2010 10:40AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Stocks to Buy, Israel
"Cellcom Israel (CEL), Israel's leading mobile-phone company, delivered decent fourth-quarter results, highlighted by modest +4% top-line growth but more robust +11% net income growth," says Amy Calistri.
The editor of The Daily Paycheck explains, "That caps off a fiscal year that saw impressive expense control, and a shift to higher-margin offerings. So the full-year results were even more dramatic than the quarterly trend, with net income soaring almost +20%."
Continue reading Cellcom Israel (CEL): Dividends and Shekels
Posted Jul 15th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Verizon Communications (VZ), Stocks to Buy
"We are at the early stages of witnessing a transformation of wireless activities away from voice and towards data for both personal and business customers," says says Ian Wyatt.
In his The Recovery Portfolio, he explains, "This portends great things Verizon Communications (NYSE: VZ), which has the best wireless network in the U.S. (For more on Verizon, see my recent post, The Safest Dividend in the Dow.)
"Verizon provides wireline service to 35 million access lines and 87 million wireless customers. It recently picked up 13 million of these wireless subscribers upon completion of its $28 billion purchase of privately held Alltel in January.
"My investment thesis for Verizon is all about growth in its wireless operating segment. Smartphone penetration, which is more profitable for Verizon, is still small and growing very rapidly.
Continue reading Call on Verizon (VZ) for smartphone growth
Posted Nov 17th 2008 1:10PM by Steven Halpern (RSS feed)
Filed under: International Markets, Google (GOOG), Apple Inc (AAPL), Newsletters, Research in Motion (RIMM), iPhone, Smartphones, Stocks to Buy
"If you can tolerate the volatility, it's a good idea to begin dipping back in to the stock market, in solid companies with strong cash balances, little debt and great prospects," says wireless sector expert Nikhil Hutheesing.
In The Forbes Wireless Stock Watch, the advisor asks, ""In the long run, smart investments today will lead to profits down the road. One of those companies, that I now think looks attractive, is the Canadian maker of the BlackBerry - Research in Motion (NASDAQ: RIMM)."
"The Canadian company introduced the BlackBerry in 1999 and it quickly became a must-have way for employees oflarge companies to communicate through email and voice wirelessly. In its fiscal 2008 (which ended in February) the company sold nearly 14 million devices (more than double the year before).
"Recently, though, the financial crisis has dealt a strong blow to the company. Investors doubt whether RIMM can repeat the 90% growth in revenues that it achieved in fiscal 2008.
"Not only is the slowing economy a threat to growth but so is increased competition. Apple's iPhone, for example, has been a hit among consumers and now the company is pushing into the corporate market, trying to erode Research In Motion's market share.
Continue reading Research in Motion (RIMM): Smart buy in smartphones
Posted May 6th 2008 11:35AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
"On the strength of two key acquisitions, Brightpoint (NASDAQ: CELL) has become the largest global distributor of wireless devices," says quantitative analyst Vahan Janjigian of Forbes Growth Investor.
"The acquisitons helped boost the number of wireless products handled in 2007 by 55% to 83 million. The company is also the leading provider of customized logistics services to the wireless industry.
"CELL purchases cell phones, batteries, chargers, and memory cards, and then sells them to a global network of 25,000 customers.
"The objective is to acquire distribution rights to products offering the greatest potential for growth. It sells brands made by LG Electronics, Nokia, Kyocera, Motorola, Samsung, Sony, Siemens, and Ericsson. This category produced 92% of total 2007 revenues, but it had a gross profit margin of just 4.24%.
Continue reading Brightpoint (CELL) shines for Forbes quant
Posted Oct 11th 2007 6:45PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Bargain Stocks, Stocks to Buy
Growth expert Dennis Slothower has chosen Vodafone Group (NYSE: VOD) as the latest "stock of the month" in his Stealth Stocks newsletter.
He notes that the London-based firm is a world leader in providing voice and data communications services for both consumer and enterprise customers, with a significant presence in Europe, the Middle East, Africa, Asia, Pacific and the United States.
Indeed, he points out, the company has equity interests in 25 countries; partner market arrangements extend the group's footprint to an additional 38 countries with 206 million mobile communications customers.
He explains, "Vodaphone Group is continually developing and enhancing service offerings, particularly through third-generation (3G) mobile technology, which has been deployed in the majority of its operations."
With interest rates falling, he observes, the technology sector is leading the way and the wireless sector is leading the technology sector. And the company, he says, has grown earnings over the past year at a 25% rate.
Says Slothower, "This stock has everything I like: international exposure, a 2.5% dividend and a low P/E ratio. I would not be surprised to see VOD double over the next 18 months."
According to my numbers, he contends, Vodafone should be selling in the $70 range over the next three to five years. He concludes, "It is currently trading in the low $30 range, so VOD has a large upside potential. Place a sell stop at 25% below your entry price. As the stock rises, continue to raise your stop."
Each day, Steven Halpern's TheStockAdvisors.com features the latest stock picks and investment ideas from the nation's leading financial newsletter advisors.
Posted Oct 9th 2007 2:00PM by Steven Halpern (RSS feed)
Filed under: Apple Inc (AAPL), Motorola (MOT), Newsletters, Nokia Corp. (NOK), iPhone, Bargain Stocks, Stocks to Buy
Motorola (NYSE: MOT) is a long-term holding in the "Deep Discount Portfolio" compiled by Nathan Slaughter. This portfolio from his Half-Priced Stocks newsletter focuses on what he believes are the "most undervalued stocks on the market."
Regarding Motorola, he explains, "When we first added mobile phone and wireless equipment manufacturer Motorola to our Deep-Discount Portfolio back in March, we knew the company was headed for a temporary business slump."
As expected, he states, Motorola has struggled since then, surrendering market share to Nokia (NYSE: NOK) and Samsung and reporting back-to-back quarterly losses.
Furthermore, he adds, Wall Street has been frustrated with the firm's lack of new product development, particularly given the excitement surrounding the successful iPhone launch from Apple (NASDAQ: AAPL).
In recent years, Slaughter contends, Motorola has posted impressive 40% growth in handset unit shipments, tops in the industry. However, he observes, since hitting a homerun with the wildly popular Razr phone, sales have cooled off, and the company now needs to reinvigorate its lineup.
Fortunately, the advisor argues, management has outlined plans to do just that. In fact, the firm is planning to unveil not just one follow-up product, but a whole wave of new phones.
Continue reading Motorola (MOT): A 'deep discount turnaround'
Posted Oct 3rd 2007 5:39PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Bargain Stocks, Stocks to Buy
"Investors continue to underestimate the growth potential at Ericsson (NASDAQ: ERIC)," says global analyst Yiannis Mostrous in The Silk Road Investor. He considers the stock a core holding.
The Sweden-based company develops and produces advanced systems and products for wired and mobile communications in public and private networks and produces mobile phones through a joint venture with Sony.
Mostrous notes, "The company operates in one of the most promising segments of the global economy, where the demands of bigger and better networks increase almost daily."
According to the advisor, "It's currently upgrading networks for more than 50 phone companies, with about 6 million customers signing up for faster mobile access each month globally." Industry experts, he points out, expect mobile subscribers to surpass 5 billion in the next five years.
Continue reading Global expert rings up Ericsson (ERIC)