"This is a time for defensive measures, and one defensive stock idea is Telefonica (TEF); based in Madrid, Spain, Telefonica is a world telecom leader, with more than 280 million customers in 25 countries," notes Mark Skousen.

The editor of Forecasts & Strategies explains, "The company has a particular emphasis on Latin America. Telefonica offers landlines, cell phones and services, network leasing, cable and satellite television, and broadband services. It also is expanding rapidly in Asia in a partnership with China Unicom.

Continue reading Telefonica (TEF): Calling on a Turnaround

Telefonica (TEF): Calling on a Turnaround originally appeared on BloggingStocks on Tue, 15 Mar 2011 15:00:00 EST. Please see our terms for use of feeds.

Rural broadband and telecom provider Windstream Corp. (WIN), first discussed here on January 18, 2010, at a price of $10.92, remains in a bouncy uptrend; hence the shares are not for the squeamish. However, if you can tolerate the volatility and you're patient, you're likely to be rewarded with WIN. Here's why.

Windstream, with a presence in 16 states, will likely post a 2% to 4% revenue gain in 2011 as broadband subscriber increases offset a phone revenue decline. Windstream should also benefit from a rise in business broadband subscription as business formation increases with the U.S. economic recovery. An impressive $1 annual dividend adds to the positive story.

Continue reading Windstream Undulates Higher

Windstream Undulates Higher originally appeared on BloggingStocks on Tue, 08 Feb 2011 15:00:00 EST. Please see our terms for use of feeds.

"Telefonica SA (TEF) is a member of our model portfolio; it meets 100% of the criteria we use in our James P. O'Shanghnessy growth and value model," notes John Reese.

The editor of Validea explains, "The company operates in three business areas: Telefonica Spain, Telefonica Latin America and Telefonica Europe."

He continues, "The O'Shanghnessy approach -- called the Cornerstone Value Strategy -- looks for large, well known companies whose market cap is greater than $1 billion.

Continue reading Telefonica (TEF) Calls Up Growth and Value

Telefonica (TEF) Calls Up Growth and Value originally appeared on BloggingStocks on Mon, 17 Jan 2011 12:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"The good folks at AT&T (T) have seemingly accomplished what all the kings horse's and all the king's men could not; they have put Humpty Dumpty back together again," says dividend specialist Michael Minney.

The editor Investment Quality Trends explains, "While not a mirror image of the 'old' Ma Bell, the latest incarnation of AT&T is arguably much better.

Continue reading Top Picks 2011: AT&T (T)

Top Picks 2011: AT&T (T) originally appeared on BloggingStocks on Fri, 31 Dec 2010 11:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Mobile TeleSystems (MBT) is Russia's largest telecommunications group and mobile services provider," notes global stock specialist Yiannis Mostrous.

The editor of The Silk Road Investor explains, "The company -- with operations in Russia, the Ukraine, Uzbekistan, Turkmenistan, Armenia and Belarus -- is my top investment idea for 2011.

Continue reading Top Picks 2011: Mobile TeleSystems (MBT)

Top Picks 2011: Mobile TeleSystems (MBT) originally appeared on BloggingStocks on Thu, 30 Dec 2010 15:00:00 EST. Please see our terms for use of feeds.

"Our latest featured breakout stock is American Tower (AMT), which recently moved to a new 10-year high," says Leo Fasciocco.

The editor of Ticker Tape Digest, who focuses on stocks breaking out of technical basing patterns, explains, "With annual revenues of $1.9 billion, the company operates wireless communications towers, broadcast communications towers and distributed antenna system networks.

"The firm's wireless and broadcast towers consisted of towers that it owned and towers that it operated pursuant to long-term lease arrangements. They include 20,000 towers in the U.S. and 7,000 towers in Mexico, Brazil and India.

Continue reading American Tower (AMT): Wireless Breakout

American Tower (AMT): Wireless Breakout originally appeared on BloggingStocks on Tue, 23 Nov 2010 10:30:00 EST. Please see our terms for use of feeds.

"Research In Motion (RIMM) is clearly undervalued at 9.7 times forward EPS; investor's concerns regarding the intense competition in the smart phone market have caused the stock price to decline 26% during the past seven months," says value investor J. Royden Ward.

The editor of Cabot Benjamin Graham Value Letter explains, "We believe exciting new product introductions will boost sales and earnings growth more than expected during the next couple of years.

Continue reading Research In Motion (RIMM): A 'Ben Graham' Value Buy

Research In Motion (RIMM): A 'Ben Graham' Value Buy originally appeared on BloggingStocks on Wed, 17 Nov 2010 10:30:00 EST. Please see our terms for use of feeds.

Continue reading Vodaphone (VOD): Opportunity Calling

Vodaphone (VOD): Opportunity Calling originally appeared on BloggingStocks on Wed, 06 Oct 2010 13:00:00 EST. Please see our terms for use of feeds.

"The Gabelli Global Multimedia Trust (GGT) has been around since 1994; the closed-end fund invests in traditional global telecommunications, media and entertainment industries -- along with newer interactive media products and services," notes income expert Amy Calistri.

The editor of The Daily Paycheck explains, "Since its inception, the fund has returned an average of +5.85% per year. But there are two reasons to believe GGT will do even better than that in the foreseeable future.

Continue reading Gabelli Global Multimedia (GGT): High Yield in Media

Gabelli Global Multimedia (GGT): High Yield in Media originally appeared on BloggingStocks on Mon, 27 Sep 2010 10:00:00 EST. Please see our terms for use of feeds.

"In a number of respects, Motorola (MOT) is the quintessential 'special situations' stock; indeed, I like the various investment angles -- company break up, asset sales, buying by a big insider, a re-energized product line," asserts Chuck Carlson.

The editor of The DRIP Investor explains, "The firm is in the midst of a major restructuring, which includes selling off assets and splitting the company into two separately traded entities.

"The breakup, scheduled for next year, will separate the company's handset phone business from its enterprise mobility business.

Continue reading Motorola (MOT): 'Quintessential Special Situation'

Motorola (MOT): 'Quintessential Special Situation' originally appeared on BloggingStocks on Wed, 01 Sep 2010 11:00:00 EST. Please see our terms for use of feeds.

Continue reading Sprint Nextel First-Quarter Net Loss Widens

Sprint Nextel First-Quarter Net Loss Widens originally appeared on BloggingStocks on Wed, 28 Apr 2010 10:00:00 EST. Please see our terms for use of feeds.

Continue reading Utility Expert Calls on AT&T

Utility Expert Calls on AT&T originally appeared on BloggingStocks on Wed, 31 Mar 2010 15:40:00 EST. Please see our terms for use of feeds.

Continue reading Chasing Value: Over 10% Yield Down Under -- Telecom New Zealand

Chasing Value: Over 10% Yield Down Under -- Telecom New Zealand originally appeared on BloggingStocks on Mon, 22 Mar 2010 17:00:00 EST. Please see our terms for use of feeds.

Here's another one of those stocks that I didn't buy and then found myself sadly watching from the sidelines as it rose higher. A year ago, I proffered a bearish reading on the prospects for telecom entity Qwest Communications (Q). Well, shares of Qwest have done well over the last twelve months. Should I now allocate some investment capital to this idea?

One might argue yes. After all, the company is up at the time of this writing on the Q4 numbers. However, I just don't feel compelled to buy. Especially not after all the declines I see in the release.

Continue reading Qwest's Q4: Many Declines, Yet Stock Sees a Bid

Qwest's Q4: Many Declines, Yet Stock Sees a Bid originally appeared on BloggingStocks on Tue, 16 Feb 2010 19:00:00 EST. Please see our terms for use of feeds.

Usage and demand for wireless data services is surging; according to the U.S. FCC data use has soared by over 700% in just the past four years alone," says Neil George.

In his Stocks that Pay You, he says, "We suggest you look at four companies involved in different aspects of the developing 4G network, which will provide for easier handling of more data, particularly in mobile devices."

Continue reading Four Plays on 4G: How to Play the Data Logjam

Four Plays on 4G: How to Play the Data Logjam originally appeared on BloggingStocks on Tue, 26 Jan 2010 13:00:00 EST. Please see our terms for use of feeds.

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)

Top Picks for 2010: BCE (BCE) originally appeared on BloggingStocks on Sat, 26 Dec 2009 15:00:00 EST. Please see our terms for use of feeds.

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)

Top Picks for 2010: Amdocs (DOX) originally appeared on BloggingStocks on Sat, 26 Dec 2009 11:00:00 EST. Please see our terms for use of feeds.

"I expect Vimpel-Communications (VIP) -- Russia's major mobile phone operator -- to perform strongly over the next couple of months," says international expert Nicholas Vardy.

In his Global Bull Market Alert, the advisor explains, "VimpelCom's fundamentals are strong and improving." Here's his bullish outlook on the shares.

"The company increased its mobile subscribers by 1.7 million between the second and third quarters, bringing its total number of subscribers to 65.4 million. That's 13% more than last year.

Continue reading Ring up Russia with Vimpel-Com (VIP)

Ring up Russia with Vimpel-Com (VIP) originally appeared on BloggingStocks on Fri, 18 Dec 2009 14:00:00 EST. Please see our terms for use of feeds.

"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

Research in Motion (RIMM): A 'love-hate' relationship originally appeared on BloggingStocks on Thu, 19 Nov 2009 10:50:00 EST. Please see our terms for use of feeds.

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

BT and Google battle over the spoken word originally appeared on BloggingStocks on Mon, 16 Nov 2009 11:20:00 EST. Please see our terms for use of feeds.