Alpha Stars

Long/short equity, value, growth, long-term horizon
Alpha Stars
Long/short equity, value, growth, long-term horizon
Contributor since: 2012
Thank you for pointing this out. It is incorrect as you point out. The sentence should read "a 1% drop in sales to $111 billion." Correction has been submitted. Thanks!
Thank you for your comment. I do agree, a change or reorganization of management could drastically help the company. I like Thorston Heins's vision for the company though. He understands he cannot put all his eggs in one basket and compete with Apple and Samsung. He is looking to gather scraps of market share where he can get it. It might not bring the company back to $70 and beyond, but it will help it get above $8.00.
Profits are not projected, meaning investors aren't really getting their hopes up. The ball is in BB's court to just not miss the mark as bad. But, long BlackBerry because any good thing that does happen will send the stock soaring.
Thank you for your comment. To be clear, I am not expecting BlackBerry to be around into the long future. What I am saying is that BlackBerry is low right now, and money is to be made on it because investor sentiment is very low, and unsure what the company is going to do.
But, BlackBerry will rebound; look at how it rebounded to 18 earlier this year with the hype of new phones and OS. With the slightest bit of good news, BB doubles its share price. And, there is good news out there for investors to want to invest. BlackBerry is not an empire like Ford or Citigroup that can rebound so much after going so low. But, it will rebound.
Thank you for your comment. You are correct that gold does not "go up." I did not mean to come across that away. Gold's price changes relative to fiat currencies, which are subject to the mercy of monetary policies. Its demand does fluctuate insignificantly though, as it is still a commodity.
Thank you for your book suggestion, I will look into it further.
As for your comment about Pascua Lama, yes the Chilean government has frozen operations. But, Barrick has poured too much money in to abandon the project now. The extra investment in infrastructure will be a small cost for what will be extracted. Regulators say to expect a 1-2 year delay. As for all-in-costs, it's a moot point so long as Barrick owns the mine. If gold prices stay above costs, they mine; if all-in-costs manage to fall lower, they mine. Gold is a long venture, which is good for mining organizations. It's in the interest of the Chilean government to work with Barrick because of the revenue and jobs the mining operation provides.
Thank you for your suggestion about AGI. Certainly a mining company of that criteria is great for your long portfolio!
Thank you for making your point about 4th generation nuclear plants in China. China was a major advocate for nuclear power before the Fukushima accident where after the incident, several plants commissioned for construction were put on hold. While this article only focuses on American companies, the future of nuclear power will be seen in China before the US. I am hopeful for nuclear energy in the US as China proves successful with its nuclear power endeavors. If it is successful in China, the large investment in US construction will be more realistic.
Thank you very much for catching my error. I apologize for the inaccuracy I provided mistakenly. Having overlooked this before, it makes First Energy a great investment for the same reasons I provided for Southern. Both companies are producing value for investors and are sustainable as income plays for your portfolio. Again, thank you for making this note.
Really good points here. So perhaps it would make sense to buy a stock like XOM for a taxable account, because it pays investors via share buyback and dividend. And it would make sense to buy a higher yielding stock in a tax-deferred account, where there wouldn't be annual tax consequences.
Actually don't have a position. Missed picking up shares when they were depressed. Now is NOT the time to go short.
Thanks for agreeing. Would be interesting if you posted your take on potential competitive responses.
Good point, here.
Thanks for sharing your personal experience.
Thanks for the insight about the unfunded obligations. That is important to look at, especially with increasing regulation.
Also - bio is filled in. For some reason the initial bio did not "save."
Here is a WSJ article about it:
http://on.wsj.com/T0EMzE
But more importantly, take a look at the hyperlinks in the article. They link to AT&T's site.
Agreed - it is important to find great authors and tune out the junk. Otherwise you can be easily burned.
From the first link, which is AT&T's website:
4G LTE network expansion expected to cover 300 million people by year-end 2014
Wired IP broadband network expected to expand to 75 percent of customer locations in AT&T's 22-state wireline service area by year-end 2015
Fiber deployment expected to reach 1 million additional business customer locations, covering 50 percent of multi-tenant office buildings in AT&T's wireline service area by year-end 2015
99 percent of customer locations in wireline service area expected to have high-speed
IP Internet access via IP wireline and/or 4G LTE
Investment expected to be approximately $14 billion over three years — $8 billion for wireless initiatives, $6 billion for wireline initiatives; Total capital spending expected to be approximately $22 billion for each of next three years
Revenue mix following investment period expected to be 90 percent from high-growth areas – wireless, wireline data and managed IT services
Consolidated revenue growth improves to GDP-growth-rate-plus 100 basis points, assuming stable economy
EPS expected to grow mid-single digits next 3 years; opportunity for stronger growth going forward
Article about copper in WSJ a while back.