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Virgin Mobile USA (VM): A wireless breakout?

"Virgin Mobile USA (NYSE: VM) is one of the strongest issues this year among the low-priced stocks; it has climbed from 76 cents to nearly $5," says technical expert Leo Fasciocco.

Fasciocco is a technician and editor of Ticker Tape Digest, an advisory service that focuses on finding stocks that are breaking out from technical basing patterns.

He suggests, "Based in New Jersey, Virgin Mobile offers wireless subscribers a choice in wireless service and innovative products without annual contracts; annual revenues are $1.3 billion.

"The stock's long-term chart shows VM trading as high as 15. It was dragged lower during the bear market. However, the stock has made the turn and is now in an up trend supported by good earnings prospects.

Continue reading Virgin Mobile USA (VM): A wireless breakout?

Investing in China telecoms: A trio of wireless plays

"China is the world's biggest market for telecom services," notes Geoffrey Seiler, in an in-depth review of the leading Chinese telecom and wireless phone companies.

In his BullMarket.com, he looks at "China Mobile (NYSE: CHL), China Unicom (NYSE: CHU), and China Telecom (NYSE: CHA) noting,"There is still a lot of wireless growth potential in the world's most populated country. As such, we would expect all three to continue to grow for the foreseeable future."

Seiler explains, "China Mobile is the undisputed king of mobile from a subscriber base standpoint. Through the end of June, the company boasted 493 million subscribers. The company boasts 70% of the Chinese market.

Continue reading Investing in China telecoms: A trio of wireless plays

Verizon (VZ): 'Steady-Eddie'

"Our favorite and steadiest U.S. telecom recommendation is Verizon Communications (NYSE: VZ)," says Martin Weiss.

He explains, "We've always liked their steady-Eddie business and their tradition of paying handsome, predictable dividends." Here's the latest from the "conservative portfolio" section of his The Safe Money Report.

Continue reading Verizon (VZ): 'Steady-Eddie'

Telephone talk: Income expert calls up AT&T (T) and Verizon (VZ)

"I remain optimistic that now is a good time to be purchasing high-yielding assets," says growth and income expert Bryan Perry.

Indeed in his industry-leading The Cash Machine, the advisor adds two growth and income picks to his buy list: AT&T (NYSE: T) and Verizon (NYSE: VZ). Here's his assessment.

"Even if you are forecasting a recovery in mid to late 2010, you should be aggressively buying strategic high-income assets over the next three to six months.

Continue reading Telephone talk: Income expert calls up AT&T (T) and Verizon (VZ)

Call on Verizon (VZ) for smartphone growth

"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

Analog spectrum boosts AT&T (T) and Verizon (VZ)

"The completion of our nation's transition from analog to digital TV in June will allow the analog spectrum to become available for different uses," points out David Sandell.

Here, the contributing editor of Leeb's Income Performance Letter explains why AT&T (NYSE: T) and Verizon (NYSE: VZ) are poised to be the biggest beneficiaries among leading telecoms.

"Customers are increasingly seeking lower-cost services and delaying purchases of more costly equipment. But the companies are adapting, particularly through cost-cutting and strengthening their balance sheets by paying down and restructuring debt.

"AT&T and Verizon, the telecom industry leaders, were the big spenders for rights to the powerful analog signals when the FCC auctioned off much of the freed-up spectrum in early 2008.

Continue reading Analog spectrum boosts AT&T (T) and Verizon (VZ)

Motorola (MOT) : 'Classic tech turnaround'

"I now believe some bargains are developing among technology stocks," says growth stock expert Mark Skousen. In his specialized trading service, The Turnaround Trader, he adds, "Motorola (NYSE: MOT) is a fallen tech leader that may even rise in a bear market -- and has a chance to double or triple once the market turns around."

Skousen expplains, "Technology stocks appear to have bottomed and are moving higher. Motorola, the $8-billion mobile ohone manufacturer, is in the midst of a classic turnaround situation.

"It used to be the cell phone technology leader, having developed the world's first handheld cellular phone and technical standard for high-definition TV. Yet the stock has fallen nearly 70% from its lofty highs of $26 a share two years ago.

Continue reading Motorola (MOT) : 'Classic tech turnaround'

AT&T (T): Conservative income for buy and hold investors

"Recent price weakness in AT&T (NYSE: T) is presenting investors with a high-yield bargain for conservative investors," says Ivan Marchev in Leeb's Income Performance Letter.

"AT&T, a holding in our income portfolio, has had a tough 2008 so far. Its performance has been good in a price-sensitive business environment, despite evidence of greater pressure than expected from both the slowing economy and increased wireless competition.

"So why would anyone consider a phone company given the unfavorable economics? Earnings estimates for AT&T have been cut for the next couple of years due primarily to assumptions of sluggish economic growth in the U.S.

"The answer is that those developments are already reflected in the stock price. The shares now trade at a big discount to the S&P 500 despite similar long-term earnings growth potential of 8-10%. That growth will come particularly from data usage over mobile phones.

"The original Apple iPhone contract went to AT&T and there has been a burst of new product offerings of other so-called 'smart phones,' which are very data intensive. This will drive data usage rates considerably in the next five years.

"What's more, AT&T now pays a rich dividend yield of 5%, more than double the S&P 500. We like the stock for conservative, buy-and-hold income investors."

Steven Halpern's TheStockAdvisors.com offers a daily look at the latest market commentary and favorite stock picks and investment ideas from the nation's leading financial newsletter advisors.

Global expert rings up Ericsson (ERIC)

Ericsson (NASDAQ:ERIC) logo"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)

Symbol Lookup
IndexesChangePrice
DJIA+44.2910,291.26
NASDAQ+15.822,166.90
S&P 500+5.501,098.51

Last updated: November 11, 2009: 04:45 PM

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