FYI -- A URL for the old message board - still active
where xxx = stock symbol
I posted this on some new "conversation" boards - works. But you have to input each time - can't go from one old board to another. But my Android tablet can - I have refused to download the new Yahoo mobil app and it still goes to the old boards and I can go anywhere on the old format without using the URL.
I'm back trash_bin. I'll try to add numerical analysis to this mix of undocumented conclusions from sage and his ilk. But I will only do so when I use my android tablet. Unless someone posts an Addy for Windows.
When you look at the next $.105 dividend on December 30 that's 3.5 months hence -- not any protection at all in rough markets. Now Citi says the divvy may have to be cut. If you examine the Q2 Earnings PR you see that the "Legacy" base revenue runoff was up more than 6x the average revenue losses in the prior 3 quarters. That is a sell signal. Not only was it big but it looks managed.
Thanks I can get the entire old site so my old portfolio lists are available so I can go to T or any other of the over 30 stocks on my lists. Can you do the same?
Verizon (VZ) "The completion of the 5G radio specification is a key milestone toward the development of a complete 5G specification," said Adam Koeppe, Vice President Network Technology Planning, who is leading the 5G trial efforts. "The level of collaboration that we are seeing exceeds what we saw during 4G. This agile way of developing the specification and working with the ecosystem will enable us to get to market rapidly."
5G pre-commercial trials
Verizon (VZ) has entered pre-commercial 5G testing, which is currently underway in multiple locations in New Jersey, Massachusetts, and Texas. Earlier this year, Verizon announced progress on field tests, examining the characteristics of 5G technology in real-world environments. Verizon is driving the 5G ecosystem with members of their 5G Technology Forum including: Cisco, Ericsson, Intel, LG, Nokia, Samsung, and Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated.
Verizon's goal in pre-commercial trials is to accelerate the pace of innovation and to accelerate when the industry can deliver benefits of fiber functionality wirelessly to customers. During the testing process, Verizon has validated numerous 5G technology enablers, such as wide bandwidth operation of several hundred MHz in size, multiple antenna array processing, and carrier aggregation capabilities that are substantially different from 4G."
"BofA/Merrill Lynch upgraded Frontier Communications (NASDAQ: FTR) from Neutral to Buy with a price target of $7.50 (from $10.00), calling it a self-help story for 2015.
Analyst David Barden sees upside to post-Connecticut dealy synergy estimates, new CAF broadband regulatory support and broadband market share reducing risk and lending to a lower yield and improved valuation.
For an analyst ratings summary and ratings history on Frontier Communications click here. For more ratings news on Frontier Communications click here.
Shares of Frontier Communications closed at $6.49 yesterday."
The above from Jan 2015 -- FTR is trading at $4.97 today...
The post didn't explain the reasons behind the ML rec, or how old it is. FTR is high risk -- 75% of FTR capital structure is debt. Right now the return on equity is negative. ML was part of the underwriting syndicate for FTR debt & equity and is not an objective source. All of the underwriters had buy recs and high price targets a year ago in connection with the public offerings, that's how Wall Street works. Citigroup has backed away from its FTR rec -- just look at how the stock has done in the last year.. The Q3 & Q4 reports will show how many VZ subs have cancelled. Since 2009, FTR has not been able to show ONE QUARTER with net revenue growth other than thru buying accounts. Only 2 quarters in the last 7 years have shown increased revenue -- for the first VZ purchase and then the T Connecticut purchase -- FTR has not been able to offset the relentless subscriber runoff by working the acquired territories. FTR is a decaying asset -- Cavet Emptor -- keep it out of retirement accounts.
GSK has a completely different risk profile and a lot of non-USD revenue.
Last fall both T and GSK traded about $32.50 but T is up 22% from there while GSK is up about 2.5%.
That's why GSK yields so much more at 5.1% today.
As RR used to say, I'll stay the course.
As far as international health care goes, I'd rather own Medtronics (MDT) paying 2% but with good cap gain potential & 55% USD revenue.
sage informs the board:
"Dripped @ $4.8...Feeling grateful."
"I prefer to chose when to buy myself...as do I...every quarter"
I chose MAX on the interactive chart for FTR and then compared the S&P index -- for MAX the S&P is up 534.48% and FTR is down (-29.81%). Then I selected 10 years and the S&P is up 60.98% and FTR is down (-64.18%).
Each dollar of FTR dividends you have reinvested has compounded your losses by adding principal all the way down until today.
You've lost your mind, or you never knew better, and lashed yourself to FTR like Ahab after the white whale.
More power to you old man. It's your money...but I hate to see you say you're grateful. You may have the very rare "Battered Shareholder K9 Syndrome" I've read about. It's similar to the mental disease some of our boys went thru in N Korea as POW's 1951 - 1953. They actually came to like their guards. Have you asked any of your grandchildren about FTR?
"I think that is VZ plan. Use 5g for the last mile."
Yes, 5g will shave installation costs big time.
However, it is T who set up U-verse with fiber to the node so 5g would be a logical next step for T.
But T is actively using incentives to convert U-verse subs to DTV while the subs keep U-verse for broadband. T's strategy will be to use DTV for home video even when 5g is able to transmit broadband to the home. T can conserve 5g spectrum and reserve it for home broadband by not consuming it for TV & video via 5g. Sounds solid -- the future benefits of DTV over all pipes were underestimated by the market. You can think of DTV as telephone poles in the sky.
Glad to report that VOD has bounced up over $30 to settle today at $30.12. VOD has closed it's gap behind T to $12.42 since Ma Bell closed at $42.54. If VOD advances another 41% it would also be at $42.54.
At some point VOD will be a buy and T will be a sell.
In my book, right now T is a hold and VOD I'll rank WATCH..
Now if Nigel Farage gets into a fist fight with Angela Merkel over her inviting in all the refugees and UK & EU stocks have a flash crash then VOD could be a buy. Target price is not yet established for my book. Updates to follow....EOM
I think FTR's price level and volume depends on the program traders. If you compare FTR 's average trading volume to FTR's total shares outstanding and then do the same for T and VZ you will find that FTR has 4x the share churn of Ma Bell and Big Red. That's even though their market caps are over $200 billion each compared to tiny FTR. The big short position and relatively huge daily share volume started in 2011 after FTR's Q2 revealed faltering cash flow. FTR is in the hands of traders who are in and out of the stock daily on both the long and short sides. It's all about computer models here. In my view it's going to stay that way because FTR's results are going to be complicated by the acquisition and by the pending debt to equity mandatory dilution. I'd have to look again but from memory I think it will be about 12% -15%. And I'm sure FTR will continue to issue employee incentive stock. So the pros will rule here making money on upticks and downticks while some long term shareholders sit in the bus looking out the windows waiting for the next stop to take a DRIP on their capital accounts.
Fortune Mag: "Diabetes has proven a challenge, though—MannKind’s MNKD 0.85% inhaled insulin Afrezza, approved in 2014, flopped, leading partner Sanofi to break off its collaboration on the product."
I'll guess that Cramer may back away from his "I wouldn't buy VZ at $54 today, or at least remain silent like he should of in the first place.
Results for Q2 will be interesting given the mix of strike costs and FTR wireline sale results. So the offset to the excess wireline expenses and the probable hit to wireless growth will be the big Q2 cash flow numbers from the $10.5b sale to FTR. Hopefully VZ has been able to fend off TMUS because T has started to compete on price and has DTV as a wireless bundle option. VZ should have margin recovery in Q 3 & 4 as wireless expenses will be coming down from consolidation of regional wireless centers from 20 to 6. Hopefully wireline sub losses have not spiked due to the strike. VZ and its shareholders are lucky the wireless side is not unionized or the regional wireless consolidation would not be happening this year - wireless would be stuck in the 1990's era of 3g in terms of plant, equipment and personnel deployment instead of shifting operations to the cloud headed into the era of 5g. Let me see $55...