"hedge fund games. drop is unnatural."
Stocks are not part of the natural world.
There is a high degree of variability in the natural world.
For example, some people are good stock pickers.
"There are multiple places for this information. What a stupid response asking for documentation."
Well smalls, it's patently clear to even a casual observer that you have a constant bias against Ma Bell.
Everything you say is filtered and slanted.
So asking that you cite objective, verifiable facts from sources interested parties can see for themselves is a logical response to someone who resorts to name calling when challenged to provide proof of posted claims.
Without an outside source, you're another troll with a fetish about a particular stock. You read one of your personal opinion posts and you read em all pal.
"When the next VZ deal get finalized"
FTR can't borrow 100% of a $10b deal can it?
It would seem that FTR will need to sell new FTR shares. Maybe $2b?
The first VZ deal was about 40% debt & 60% equity -- 600 mil new FTR common shares issued to VZ shareholders in part payment for the VZ assets.
FTR shares could be a tuff sell with a junk credit rating.
Reality may be setting in.
Can you forecast how the deal gets done? Inquiring minds wanna know.
smalls says, without documentation:
"DTV is costing AT&T +37.5B in new debt with very little net cash flow gain to reduce that debt after new dividend and interest expenses incurred in the takeover structure."
Please show your calculations.
Please try and keep it to 10 line items over no more than a three year period.
MDDB, T Board Senior Executive Truth Seeker
"Cheaper for a reason.....and kicked out of the Dow for a reason. AT&T looking to make a wrong turn in Albuquerque buying an imploding pay TV bundler model in satellite TV delivery. Mobile phone price wars won't hold a candle to pay TV bundling price wars."
Over and over and over.
Come on sweetie, find something else to post. Boring +
" Ohhhh the irony of someone making those kind of accusations while using numerous IDs and still single in his 40s. You haven't and aren't going anywhere."
smalls, you're a woman.
I knew it!
sage puts fourth:
"FTR bashers never want to compare FTR with a company like this. No, they trot out Apple, VZ, Google, and all the other high flyers."
Only in your delusional world is FTR comparable to any of the companies you mentioned.
Ah, two old message board guys who beg to differ these days.
I remember back in 2010 when owens was an optimistic long. But the last straw fell and he sold.
One thing is for sure guys, Maggie is making out like a bandit. Go to the Yahoo Insider Page and click on her name and try and count all the FTR shares awarded to her and then sold. The stock was issued to VZ holders paying $.75 annual dividend and traded in the low $7's. Now, five years later public shareholders have collected the reduced dividends. I call the CEO's comp egregious. Her retirement package will no doubt be super sized as well. I'm guessing total comp plus retirement to be $75 mil to $100 mil.
But don't get me wrong, I'm jealous. So more power to her and her clique.
Goodbye for now old warriors.
I haven't yet bought all the MDT I want. I may have to bring up my average cost. Today's results make me more confident that I can carry my outsized MDT position. Looks good for cap gains and growing payouts.
Excerpts from the 5/19 PR that stood out, especially the emerging market performance:
"The company announced preliminary fourth quarter worldwide revenue of approximately $7.302 billion, compared to $7.257 billion on a comparable basis in the fourth quarter of fiscal year 2014, an increase of 7 percent after adjusting for an approximately $482 million negative foreign currency impact. Fourth quarter U.S. revenue of approximately $4.055 billion increased 8 percent, or 67 percent as reported. Fourth quarter non-U.S. developed market revenue of approximately $2.320 billion increased 5 percent, or 48 percent as reported. Fourth quarter emerging market revenue of approximately $927 million increased 11 percent, or 62 percent as reported, and represented approximately 13 percent of company revenue."
I Sold some of my COV going into the closing of the merger. I rebuilt my former shares and then some a while back. I've been adding 100 shares lately on weakness when I've been motivated. I punked out on the last dip and only added 50 at $74.11. And right now I'm kicking myself for not adding a multiple of that #. I sure hope I'm still kicking myself tomorrow morning!
"you think you are funny??
now that's a joke!"
I wasn't talking to you monster.
When T is under $35 the board natives get restless -- and rude.
"...how about for you?
...we could go with
No, that would not be a good nickname for me.
This is about smalls. You're leaning over and looking at my test paper. Think up your own funny things to post. If I want to hear more from you I'll reply again.
Got that son?
I'll start it off with: "The Wolf of T Street" in light of his T fetish.(my favorite)
Another would be:"Future Man" in light of his ability to see the future.
Could also be "Fart Man" in light of the performance of his predictions.
"Getting leveraged up to gain zero new FCF after divvy expense just to expose AT&T to a market barrier about to collapse"
There you go again, writing checks you can't cash.
Please provide your annual net cash flow impact of the DTV acquisition on T. Just your summary marginal data. We don't want to see your complete analysis I'll help with format:
"AT&T (NYSE:T) just received some pretty good news. According to a WSJ report, the Justice Department and Federal Communications Commission are Unlikely to Block the $49 billion acquisition of DirecTV (NASDAQ:DTV). This is in stark contrast to the regulators opposition to Comcast (NASDAQ:CMCSA) buying up Time Warner Cable (NYSE:TWC), which led to that deal being scuttled. This news followed reports back in March that AT&T was getting a relatively free pass from the regulators as they were focusing all their attention on the Comcast/TWC deal.
Basically, regulators are not worried about the combined AT&T/DTV as much as they were with Comcast/TWC. The main issue appears to be high-speed broadband, with Comcast/TWC having too large a market share for comfort. By comparison, AT&T is buying DTV for its pay TV market share and massive video footprint in Latin America, as DTV simply does not have a large presence in the broadband, posing less of a competitive risk if the two were to merge.
Just to give some numbers, Comcast/TWC would have controlled 25% of pay TV and a massive 40% of the broadband market in the US, versus 25% of the pay TV and 17% of the broadband market for AT&T/DTV.
".but aren't these assets better than the first verizon deal,and aren't they getting them at a better price,hence the pop after the announcement? wont the lenders will be more willing to lend against the new assets?"
The assets may be better as well as the price FTR will pay. Lenders may indeed be more willing to lend against those assets. Wall Street is also inventive and there may be ways to structure the deal so it happens. The deal will probably not get done on 100% financing however. If, and we don't know at this point, the deal requires FTR to sell stock to the public in my view it will be a tuff sell. On a GAAP basis FTR is earning around $.25 per year. If FTR's net revenue runoff YOY is around 4% at the time of the upcoming financing and the book of VZ business to be acquired is also running off at around 4% it will be interesting. If it's 5% then it's time for Katie to bar the door. Or would Maggie do that?
Anyone who uses the words "will or won't" about the future of a stock is being silly.
More threats -- everyone of your posts is a threat about what lies ahead for T shareholders.
Who do you think you are?
"You really are an idiot."
I resent that remark.
I was being amusing.
Now you're in for it!
Have you checked the market Don?
Give the man a break!
The market reaction to rumors and guesses that the DTV deal will go through has obviously discredited his opinion that the deal would not be approved. He was all over here with I believe the Hindhahl- Hershfield (sp?)model that indicated the deal was anti-competitive -- pumped some Free Press article from a Berkley lib who is a champion of Net Neutrality and no doubt a Commie or rag head type or wannabe who can't work the kickstand on his bicycle. That was about the time he was also pumping the GOOG threat. All threats about what will happen in the future.
Well the future is unfolding. Leave him alone for now. If he returns, but only on a green day, and admits how wrong he has been then it will be time to forgive and forget all those baseless threats. And, and this is a big and, then readmit him to normal status on the T board. The offer will be that all T Board Monitors will stand off unless he again gets silly. Fair enough?
T Board Senior Monitor