Direct TV will be a steal at these level, if our socialist president allows it. DirectTV CEO very impressive & wouldnt mind him taking over the T CEO role.
Agreed. All this Socialist Act by the FCC did was raise prices across the board. If Cable/Telecom cant get differential pricing, they will raise prices on everything to justify the capital expense. Expect the lawsuits to start flying & a Stay issued. Repubs will use this to slap the socialist tag on Obama & Democrats.
I told you all the price baked into VZ & T.
Everyone knows the socialist FCC will want to regulate voice & data. Everyone knows ATT & others will have Repub. support & sue & a "stay" will be placed - so nothing really changes. Tomorrow will be a buy on the (negative) news event.
Where is the 3 year lead that Intel promised? TSMC claiming they will catch up to Intel in less than 2 years with 10nm.
Not only will Apple get a cut of each transaction, but they'll have the entire retail purchasing ecosystem under their control - from research, to purchase, to advocacy through social channels. Plus, with all that data, Apple turns into a research service company.
If apple gets a cut of every transaction at retail, this is HUGE. What am I missing? Stock is not assigning any value to this potential outcome.
all the Bear analysts bring up the market cap and law of big numbers. But, ist the most important metric PE and cash flow growth? What does it matter what the "value" is of a company, if there is future growth in cash & earnings?
Europe is a mess and is getting worse. There are much better markets for T & VZ to focus on over the next 5 years. Thank goodness they didnt buy VOD.
T & VZ can expand their global reach through acquisitions funded with very cheap debt. That alone should drive the stock to 50% higher levels from here.
Interesting customer acquisition/retention strategy. It shows me that VZ truly understand their business model and customer behavior. Margins will be safe for a while. OTOH, T wants to keep growing, and they have the scale to pursue such a strategy long-term (unlike T-mobile/Sprint). Ultimately, T-Mobile & Sprint will not survive alone with this approach. But, the current CEOs could care less since they're perceived as mavericks and are getting paid very well.
Stephensen should have stepped down/or been fired after the failed acquisition disaster, but that ship has sailed. But, T is investing in the latest network technologies/spectrums and has very valueable assets. I like their partnership strategy & their global brand/reach. Its ridiculous that T & VZ are trading at such low PEs, given the oligopoly position they have on consumer/business critical growth data/voice areas. I know so many people who have switched from T-Mobile & Sprint because of poor network performance. Its the expectation today & that will not change for the next several years at least. Yet, all we hear from the bears is the same "price wars", "net neutrality", noise. That wont keep these stocks down forever.
Twitter owns global news media. Think about that for a second. The potential has no ceiling. Next stop $75. If we had a decent CEO that was product focused, we would be there already. If you want to retire early, put $1M into this stock at these levels.