telecom stocks posts
FeedPosted Dec 26th 2009 3:00PM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, Canada, Stocks to Buy, Best Stocks for 2010
This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.
Given her concerns about overall market valuation, global expert Vivian Lewis is selecting her top pick from among stocks she calls "dividend payers and fallen angels."
In her Global Investing newsletter, she explains, "I consider BCE (BCE), with its 6% yield, a great buy." Here's her review of the Canada-based telecom company.
Continue reading Top Picks for 2010: BCE (BCE)
Posted Dec 26th 2009 11:00AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Best Stocks for 2010
This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.
"Fundamentally, Amdocs (DOX) has a bargain basement valuation based on its price to growth," says Melvin Pasternak, in selected the stock as his top pick for 2010.
In his Trade of the Week, he adds, "Technically, on a two year weekly chart the stock has broken out to the upside."
Continue reading Top Picks for 2010: Amdocs (DOX)
Posted Nov 19th 2009 10:50AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Research in Motion (RIMM), Stocks to Buy
"Suddenly, no one likes Research in Motion (RIMM) any more, at least that's the impression you get from the media," observes Gordon Pape. In his Internet Wealth Builder, he offers a contrary -- and bullish -- view of the smartphone maker.
"To hear some analysts tell it, the BlackBerry maker is going the way of Nortel. It's just a matter of time. For example, analyst Jim Suva of Citigroup Global Markets recently issued a sell signal on the shares, saying that RIM's long-time dominance of the smart phones market is over.
"For the record, many analysts disagree with Suva's assessment. Credit Suisse has reiterated its 'outperform' rating with a target price of $95. Bank of America/Merrill Lynch has a $100 target, Scotia Capital has a $103 target and CLSA Asia-Pacific Markets has a target of $100.
Continue reading Research in Motion (RIMM): A 'love-hate' relationship
Posted Nov 16th 2009 11:20AM by Tom Johansmeyer (RSS feed)
Filed under: Products and Services, Competitive Strategy, Google (GOOG), Apple Inc (AAPL), eBay (EBAY), AT and T (T), iPhone, Technology
BT Group, which virtually owns the UK telecommunications market, isn't waiting for Google (GOOG) to launch a full attack. The company probably expects to be under assault from the search engine (and advertising and e-mail) giant, so it's taking early action. Google Voice is still being tested, but words like "free" and "powerful" and "internet-based" are bound to inspire fear in even the most established of companies.
To protect itself from the eventual attack from Mountain View, BT picked up Ribbit Mobile, and testing is in progress. Ribbit's technology has some overlap with Google Voice and even beats it with a few capabilities, according to Bloomberg. Ribbit just launched its beta product this month. It allows either the user's current phone number or a new one from Ribbit -- which is no different from Google's alternative. The product suite is generally the same, with phone- and web-based voicemail retrieval and automatic transcriptions that can be sent by text message or e-mail. For an extra fee, BT's Ribbit does provide human transcription, though it is free during testing. And, calls can be taken directly from a computer, using a microphone and speakers.
Continue reading BT and Google battle over the spoken word
Posted Sep 14th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
"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?
Posted Sep 10th 2009 12:10PM by Steven Halpern (RSS feed)
Filed under: International Markets, China, Newsletters, Stocks to Buy, China Mobile Limited (CHL)
"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
Posted Jul 17th 2009 11:30AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Corning Inc (GLW), Stocks to Buy
"Corning (NYSE: GLW) is seeing green shoots; it recently announced significant gains in demand for LCD glass due to strong TV sales," says Tracey Ryniec of Zacks Research.
"Overall, LCD TV demand remains hot. The company is seeing much stronger demand for glass in the second quarter than it anticipated even just a few weeks ago.
"Corning is a specialty glass, ceramics and optical fiber manufacturer. It produces glass for LCD flat panel televisions and laptops, ceramic substrates and filters for mobile emission control systems, cable for Internet communication networks and advanced optics and specialty glass for various industries.
Continue reading 'Green shoots' for Corning (GLW)
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
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