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Voya Financial, Inc. Message Board

smalls_62 803 posts  |  Last Activity: 18 hours ago Member since: Nov 10, 2009
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  • Reply to

    You got to believe !

    by jwaltz234 Oct 24, 2014 10:34 AM
    smalls_62 smalls_62 18 hours ago Flag

    All in for what would have been the largest global footprint telecom with a mobile banking/virtual wallet position which could stand as a global money transfer system and many, many years of organic mobile and smart phone growth in the massively more populated African and Indian markets. Apple pay doesn't work in India for someone without a smart phone but M-Pesa does. Many have suspected M-Pesa and the new SmartPass platform being introduced in Europe may eventually be rolled into one.

    As for AT&T as is, I believe it is just okay but think VZ is a better holding if you desire a U.S. based telecom. AT&T with DTV is a Time-Warner buying AOL rerun. T as it stands currently isn't bad but purchasing an AOL rerun is a train wreck in the making. TWC survived but it was a tiny shadow of the combined market caps just a handful of years after the operations merged.

    After looking at the history of Stephenson, I wouldn't hold all of my position unless Colao was made the head cheese if a VOD/T deal occurred. Stephenson stays in charge and most of my position would be liquidated. Between TMUS bid and this ugly DTV bid I would be scared to see what else the squirrel might drag in.

  • Reply to

    You got to believe !

    by jwaltz234 Oct 24, 2014 10:34 AM
    smalls_62 smalls_62 18 hours ago Flag

    TWC bought AOL and Buffett bought Dexter. Sometimes even the brightest lack strategic vision or vision of moat destruction.

    What do I believe? I believe it is evident from Stephenson's track record that he has a propensity to avoid building bandwidth due to his bean counting pedigree instead of providing what consumers want to consume. Price the the product and clip the coupon. Tiglet is spot on except it was $6B that Stephenson spent on a failed bid. His foresight hasn't had the best track record as it already cost AT&T $6B, not $4B, and likely more when you consider the war chest was used by Legere to ignite a price war which inflicted more financial loss for AT&T.

    Put DTV in this light jwaltz. Kodak was once the cream of the crop technology until the camera was built into a phone and digitized. The smart phone stole the mainstream photography market with new technology which made the product more convenient. Kodak had billions in value evaporate with new technology. T buying DTV is what it would have been like Motorola for an example would have bought Kodak right before the smart phone had a camera installed. An unnecessary dilution to shareholders in a market primed for stealing without the purchase. Fiber and new LTE technology is about to have the "camera" placed within its performance abilities and their is no need to be spending $68B on older technology.

    A plan to circumvent defections? Like mobile service providers dropping your product price in an attempt to keep defections and therefore dropping revenues and profits? It didn't save Kodak, Dexter, or AOL as the market moats crumbled and tons of new competition entered the market.

  • Reply to

    AT&T Going Down

    by nige_co Oct 23, 2014 12:40 PM
    smalls_62 smalls_62 23 hours ago Flag

    How original. That pension shortfall being stuffed with an unsafe level of company stock must have really hit home for you.

  • Reply to

    AT&T Going Down

    by nige_co Oct 23, 2014 12:40 PM
    smalls_62 smalls_62 23 hours ago Flag

    Bravo. Your best yet after many logical failures on your part.

  • smalls_62 smalls_62 Oct 24, 2014 11:09 AM Flag

    If I could only get the post to stick for StockCharts and to gander at the P&F. That $28 print firmly closed the old gap and it looks like HOWRAH's figures agree with mine. 210p and 230p. 210p is the shorter term channel resistance and the 230p is the consolidation flag tip. Will take a strong positive catalyst of some kind to break past 230p but there is a list of possible items out there. ECB QE launch or earnings turn for example. For ADRs it could be the BOE giving a small interest rate bump. Hard to tell and just like HOWRAH says, the market has been volatile and throw the analysis in the trash can. $36 area is the spot to watch for ADRs or 230p for LSE. VOD breaking that consolidation point paints a target of about $45.

  • Reply to

    Not really a slight miss with EBITDA ajdustments

    by smalls_62 Oct 23, 2014 4:21 PM
    smalls_62 smalls_62 Oct 24, 2014 10:59 AM Flag

    Cwallis...should look under the hood.

  • Reply to

    You got to believe !

    by jwaltz234 Oct 24, 2014 10:34 AM
    smalls_62 smalls_62 Oct 24, 2014 10:58 AM Flag

    Mobile applications of satellite? Please tell. That will be over LTE. Maybe T is about to give the customers satellite phones on the cheap? Transmission of video is more efficient but doesn't provide customers what they want, when they want it (on demand), and avoid all the trash programming. Faster broadband is coming to the masses and will open up the playing field to new competition. Jwaltz, you even stated it yourself with HBO going to ala carte streaming offering. How much more of a blazing sign can it be that satellite is dead when the other major satellite provider talking head, DISH's Ergen, indicates the trend is a migration to streaming video over the web. DISH is launching a web based bundle in the next few months. Icahn is out calling for Apple to make a full on assault with smart TV production.....and consequently Apple TV.

    Do you Believe? Do you believe in a CEO who stated "who will ever need more than 24 mbps?" and is now trying to AVOID bandwidth consumption with a $68B purchase? Your bean counter by nature CFO turned CEO is more worried about avoiding capital expenditure than he is about providing the bandwidth consumers want and will use with IP TV. If he doesn't build the ISP of choice then someone else will. Once you lose the ISP of choice market position it will be hard to ever get back those customers. With the converging communications environment VOIP, TV, Internet service all over a single fiber or fiber hybrid line, it is a fool's error to be wasting $68B on a satellite TV bundler about to have ton's of new bundler competition as well as content producers with the ability to circumvent bundlers. He is going to make the $6B blunder on failed TMUS bid look like chump change. The price war on wireless is going to pale in comparison to the pending war in TV bundler market as +100 mbps speeds come to the masses.

  • Reply to

    AT&T Going Down

    by nige_co Oct 23, 2014 12:40 PM
    smalls_62 smalls_62 Oct 24, 2014 10:17 AM Flag

    LOL The post of yours has no logic. If the last one out of the building should turn out the lights then it would be a rather logical assumption nobody is left in the building to kissy kissy you maroon. You aren't the brightest bulb in the box are you. [rhetorical]

  • Reply to

    AT&T Going Down

    by nige_co Oct 23, 2014 12:40 PM
    smalls_62 smalls_62 Oct 24, 2014 10:14 AM Flag

    VOD technical gap from the breakaway run on VZ Wireless sale has been filled and it took a ton of volume to clear the field. Now VOD runs back up the old pole. The market currently has no value for the equity/acquisitions made post the VZ Wireless sale.

  • smalls_62 smalls_62 Oct 24, 2014 9:55 AM Flag

    Yes I have. It has been Klown's MO for several months running but just different IDs. In the last month or so I have occasionally copied a post of mine and started a new topic with it when I figure he is about to delete the topic. You can often see it coming. It appears he finally figured out you and I are two different people judging from a post he made yesterday.

  • Reply to

    Day one in the books

    by warmwithslightbreeze Oct 23, 2014 4:47 PM
    smalls_62 smalls_62 Oct 23, 2014 6:28 PM Flag

    LOL You were erasing your post history just yesterday. Nice try LapDog/Klown.

  • smalls_62 smalls_62 Oct 23, 2014 6:27 PM Flag

    I've said since coming to this board T is a fine holding as is. Buying an AOL rerun in DTV is a whole different story. You can't even keep the facts in order.

    Nothing wrong with shopping at Wally World for groceries ya fool.

  • Reply to

    Day one in the books

    by warmwithslightbreeze Oct 23, 2014 4:47 PM
    smalls_62 smalls_62 Oct 23, 2014 6:10 PM Flag

    Sure, Kafkaclone who erases his post history so it can't be pulled up goes into denial. What a liar.

  • Reply to

    Day one in the books

    by warmwithslightbreeze Oct 23, 2014 4:47 PM
    smalls_62 smalls_62 Oct 23, 2014 5:27 PM Flag

    Looks like you have just acknowledged Nige and I aren't the same poster after months of wrongly accusing us of being one and the same. How pathetic it took you this long to figure it out. You apparently don't comprehend VOD has a strong dividend yield and has for a long time. Per your statement, we can't create wealth through compounding of dividends and time. Nige has been at VOD longer than I but VOD has a most excellent dividend that has much higher growth potential with its global footprint and market position in much larger populations. You couldn't be more incorrect. Keep dancing around the horrible $68B AOL rerun Stephenson is attempting to purchase.

    Warm a/k/a LapDog, Klown et al who it took a good handful of times of me explaining VZ did NOT buy VOD for it to finally sink into his pathetic little brain. Nothing but a thick headed goon.

  • smalls_62 smalls_62 Oct 23, 2014 5:15 PM Flag

    VOD grossly undervalued with no value being placed on newly acquired assets/move into the triple play bundle.

  • smalls_62 smalls_62 Oct 23, 2014 5:11 PM Flag

    Have yet to see where Nige lied on the message board. Your standard confusion misplaces Nige with someone else and your ignorance just makes us laugh. Loser Klown on the message boards hides behind multiple IDs while accusing others of the same act who are innocent. Classic stuff. You avoid discussing fundamentals and refuse to answer the question of where I and my supposed Nige alias resides. Is it U.S. or U.K.? Just keep chasing your tail Klown.

  • Reply to

    Day one in the books

    by warmwithslightbreeze Oct 23, 2014 4:47 PM
    smalls_62 smalls_62 Oct 23, 2014 5:04 PM Flag

    You lie on your score card just like you lie on the message board.

  • http://finance.yahoo.com/news/at-t-keeps-t-mobile-at-bay-but-for-how-mcuh-longer-175248124.html

    After adjusting for phone sales accounting maneuvers, the EBITDA plunged 12% instead of the 4% drop. That coupled with lowered forecasts is going to hammer about any equity. No drastic concern immediately as the dividend yield provides current support.

    The concern is 2-5 years as IP TV flattens the barrier to entry in the pay TV bundler business. Pay TV bundling is exactly where DTV sits. Stephenson's reasoning for purchasing DTV is to avoid bandwidth consumption. Instead of building the bandwidth customers will pay for (GOOG provide it in KC and has targeted 34 cities) and many are now rolling out fiber (and soon to be copper boosting fiber hybrids) including not only GOOG, but AT&T itself, CenturyLink, Cox and hundreds of smaller ISPs. DTV will be an AOL rerun as IP TV comes to roost.

  • Reply to

    Back in

    by standupjskiguy Oct 23, 2014 2:54 PM
    smalls_62 smalls_62 Oct 23, 2014 4:01 PM Flag

    DTV subscriber growth has flat lined but DTV grows through rate hikes. South America market is not a high revenue/profit generator for DTV. Half of all DTV customers are in Latin America yet generate just 20% of the revenues. South America DTV isn't exactly a profit driver of the future. U.S. DTV revenue and profits will come under heavy pressure in the near future as IP TV rolls out across the U.S. For all that matters there are major metros in South America seeing fiber roll outs which will provide them IP TV avenues as well. Major point is the fat is in the U.S. for DTV and IP TV is going to roast the satellite TV pig.

    Adding to all this is recent news out of Mexico regulators not liking the intertwined relationship of AMX and T even after T sold its stake in AMX to Slim. Board members with intertwined history and the likes. Regulators said the AMX assets sales need to be arms length new competition which would mean T isn't going to be cracking into fixed line in Mexico. Sure, T could offer up some mobile piggybacking Slims network coupled with a 41% minority stake position by DTV in Televisa (Slim's competitor). How in the world DTV is going to offer bundled service from its minority position in Televisa with a competitors mobile phone network is an interesting quagmire. I believe regulators in Mexico are calling $%@ on the sale of any AMX stake to T. Even with all this Latin America drama, growth prospects for pay TV aren't the big cash maker anyone makes them out to be. The big money is in the U.S. for DTV and that market flat lined and will be coming under streaming TV pressure. T isn't a great short unless DTV deal closes and even then it will take a couple years for it to become apparent DTV is an AOL rerun.

  • Reply to

    Can you hear me now

    by att4glte Oct 23, 2014 2:15 PM
    smalls_62 smalls_62 Oct 23, 2014 3:44 PM Flag

    Temporary wash in EPS after considering new share dilution to gain cash flow total dollars. It will be short lived dollars gain and accounting gains traded for long term pain as AT&T buys and AOL rerun in DTV.

    DTV subscriber growth has flat lined but DTV grows through rate hikes. South America market is not a high revenue/profit generator for DTV. Half of all DTV customers are in Latin America yet generate just 20% of the revenues. South America DTV isn't exactly a profit driver of the future. U.S. DTV revenue and profits will come under heavy pressure in the near future as IP TV rolls out across the U.S. For all that matters there are major metros in South America seeing fiber roll outs which will provide them IP TV avenues as well. Major point is the fat is in the U.S. for DTV and IP TV is going to roast the satellite TV pig.

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