Boston did you see 50 anywhere? 50 where are you? Here boy... here 50. Where did that 50 go to? Oh #$%$. I must have misplaced 49 as well. Maybe they ran off together. All of Warrens dollars put to work and you still cant get to 50 or hold 49. This Dog took a dump today all over you. Better get cleaned up tonight because this flea bitten mutt is going to do it to you all over again tomorrow. You better smarten up quick or your not going to be able to afford that DSL connection anymore.
your up what???
Your still down for the year and last year.
Are employees suppose to be spending this much time on message boards? Isnt that against company policy.
You know I did try to educate with facts and reason but that didn't work... So your right this is more amusing.
Boston..I am listening...waiting for you to say something. BTW can you call Warren and ask him why we are not at 50 yet?
Would you be my supervisor please.
Wasn't Billyboy going to teach me something?
Which is it bullyboy. First you say I am smart then you say I not so smart. Come on bullyboy make up your mind. Show me what a big strong man you are and buy 1000 more shares.
You clowns collectively have half the IQ of a bag of rocks.
I congratulate Warren Buffet, Dan Loeb and John Paulson of each purchasing ~$500MM each in Verizon. I am sure there will be several others to announce holdings soon as well.
But the buying is over and you jokers are celebrating. With all there commitment to Vz they cant move the stock above 48.
There is still $58.5B still unaccounted for.
Do any of you clowns know where this number comes from.
Its the shares Vz issued to Vodaphone which they are selling and will continue to sell.
Warren, Dan and John will be quick to sell there shares as well as Vz loses subscribers and revenue.
Party hard tonight in your misplaced joy.
I will enjoy watching you suffer the hangover tomorrow.
I thought so.
Facts mean nothing to you. Math is beyond your comprehension.
So crawl back under your rock and wipe the saliva off your chin.
You are a classic moron...And according to you that's a fact!
Convince me please. But I need more than your opinion.
Is it a fact that Verizon is well aware its customer base? Where did you read this? Can you share with us?
Is it a fact they know how to gain market share? They lost market share last quarter and are forecasting on losing additional market share this quarter and for 2014.
We are you getting your facts from?
For Verizon to reach 60 it would be a 25% gain over where it is today. That's $50B in market capitalization
Please tell how much revenue growth they will derive from Video that will value this company at $50B more than today.
Help me Billyboy. I can be convinced. Just need an intelligent articulate argument based on real facts (not on your wishful thinking or prayers) and you will have me.
I eagerly wait your reply
Good for you Billyboy you did a wee bit of research and cut and pasted a few sentences together. But you gotta dig deeper.
All those businesses combined account for less then 20% of Vz overall revenue and less than 1% of its profit. In fact for the businesses you mentioned they actually lose money. Lots of it. Terramark, acquired 4 years ago along with CyberTrust, acquired 5 years ago have been merged together with the business network services business, formerly MCI acquired 10 years ago. Verizon in all its wisdom cannot grow that combined business. It is shrinking at 8-10% a year. There are good reasons for that but not for this thread.
So that leaves us with Edgecast and online video advertising. How much revenue do you think that generates? $20MM? $50MM? $100M? What are the margins on that revenue
Verizon has $120B in revenue last year? Do you really think $50MM in revenue from online advertising matters. Not a chance. Its a rounding error. Even if revenue doubled (it wont) it still is insignificant.
Its all about post paid wireless subscribers. Any conversation about Vz begins and ends there.
Do a little more work and you will have that Oh #$%$ moment and realize Vz is significantly overvalued.
Boston your making this stuff up as you go along. Stop wishing and look at the facts.
143000 of these cheap uninformed customers left in the 1st quarter. Verizon is projecting net losses of 700,000 for the year of these cheap uniformed customers who by the way are the most lucrative high margin customers Verizon has. But this is not important to you?
How will Verizon continue to grow?
Where will the revenue come from?
Somebody answer a basic business question?
But you, being a sophisticated well informed customer will continue to prop up Verizon's revenue stream all by yourself because the 700,000 that will leave this year mean nothing.
Re read your post...its embarrassing and amusing
Getting a little testy old fool ?
or just suffering from a bout of Alzheimers
Your the one that said you don't care if the stock goes up or down. You are in it for the income. 4%
I short because the fundamentals of the company say short.
You buy for a 4% dividend because you have mush for brains.
S&P up 20+% in 2013
Vz down 15%
S&P up 10+% in 2014
Vz down 2%
Not only dont you understand the basic fundamentals of investing you need to take a math class as well
You are a incoherent fool.
Is it O and Geither's fault that Vz is not going up?
or Vz will go up because of O and Geither.
I never said P/E doesn't matter. Now read carefully....I will write slowly for you.... A stock that trades at a consistently low P/E such as Verizon is viewed by the market as having risk. Risk with regard to revenue. RIsk with regard to margin, Risk with regard to profit and MOST IMPORTANTLY, Risk with regard to its current price.
If you held this stock over the last year you have lost money even with the dividend while the market has been hitting new highs.
Over the past 20, 10, 5 (you pick a number) Vz even with the dividend has under substantially underperformed the S&P 500.
You don't care if the stock goes up or down, well bully bully for you.....Then why do you care that I short the stock, your still getting your dividend. Why do you post meaningless numbers, you still get your dividend. Why do you post your meaningless drivel...you still get your dividend...why are you on this board if all that matters to is the dividend.
Its because your a liar. Your not in Vz for the paltry dividend.
Are you blind? Getting carried away with the loss of subscribers? It is the heart and soul of Vz revenue and margin. Vz is predicting the accelerated loss of subscribers not me.
Sprint is financed by Softbank. They are dying to spend Billions and Billions of dollars to buy spectrum, infrastructure and most importantly customers. Google the Charlie Rose interview with the Softbank CEO.
Most of the Vz defection are going to T-Mobile which has started a price war.
But no one has answered any of my questions about new revenue sources to offset the price war and subscriber losses. Why? Because there is none.
That's why Vz revenue will stagnate. That's why margins will decline. That's why profits will decline and that's why this is a great great short.
Gee another brilliant and thoughtful post.
Tell us oh wise cd-iso. what do those numbers mean and how does it having any relevance to Vz's business.
If anything the sustained low PE tells me that the market sees risk in Vz moving forward.
But cant wait for your contrary reply.
Well your right. I should not make fun of the mentally challenged. My apologies.
So wireless is in its infancy??? That's is a silly and terribly misinformed comment and reflects a lack of knowledge of the wireless industry.
I have had a cell phone for almost 20 years. The smartphone market in the US is saturated at almost 70%. More than 90% of the US population has a wireless device.
Contrary to your statement the wireless market in the US is quite mature.
Owning 100% of Vz Wireless may help the balance sheet but has come with a massively onerous cost. Massive dilution and more massive debt. If wireless defections increase beyond what Vz is projecting my short position will be far more profitable then even I expect.
So please impress us with your wisdom.
Why is Verizon unbelievably cheap?
What game has barely begun?
As for downside risk don't you think losing 700,000 of its most profitable customers in 2014 a risk. Or do you just ignore that. Do you think they might lose more in 2015?
Where is the growth coming from? Where are the new revenue streams coming from? How much revenue will they generate? What margin will that revenue have.
So we are waiting for your thoughtful insight. Use your class to enlighten us as to why your long position is superior.
So telling me to shut is being civil? you are jack ase as well.
But answer the question.. Name a revenue stream Verizon will have in the future to make up for the loss of all these premium subscribers.
You have NOTHING. Just mindless drivel and please be polite because you hurt my feelings boohoo
If you held this stock for a year you have lost money.
If you held this stock for 6 months you lost money
And if you hold moving forward you will lose money
So I know you were very very smart and bought 5 years ago or 10 years ago (pick any number you want. You still would have done MUCH better just investing in the S&P 500 over the same period of time than buying Vz.
But now is the time to short because revenue is stagnating. You are delusional you think otherwise