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  • Not Happy With Exxon's Yield? Let's Look At It This Way [View article]
    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.
    Mar 2 07:55 PM | Likes Like |Link to Comment
  • Hewlett-Packard Won't Go Above $20 [View article]
    Actually don't have a position. Missed picking up shares when they were depressed. Now is NOT the time to go short.
    Jan 18 08:36 PM | Likes Like |Link to Comment
  • Cisco's Meraki Acquisition Will Post Gains 'For Years To Come' [View article]
    Thanks for agreeing. Would be interesting if you posted your take on potential competitive responses.
    Dec 10 05:01 PM | Likes Like |Link to Comment
  • Netflix Should Sell Itself [View article]
    Good point, here.
    Dec 4 02:08 PM | Likes Like |Link to Comment
  • Eliminating Copper Thrusts AT&T Ahead Of Competitors [View article]
    Thanks for sharing your personal experience.
    Nov 13 03:50 PM | Likes Like |Link to Comment
  • Eliminating Copper Thrusts AT&T Ahead Of Competitors [View article]
    Thanks for the insight about the unfunded obligations. That is important to look at, especially with increasing regulation.
    Nov 13 03:49 PM | Likes Like |Link to Comment
  • Eliminating Copper Thrusts AT&T Ahead Of Competitors [View article]
    Also - bio is filled in. For some reason the initial bio did not "save."
    Nov 12 06:39 PM | Likes Like |Link to Comment
  • Eliminating Copper Thrusts AT&T Ahead Of Competitors [View article]
    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
    Nov 12 06:31 PM | Likes Like |Link to Comment
  • Eliminating Copper Thrusts AT&T Ahead Of Competitors [View article]
    Article about copper in WSJ a while back.
    Nov 12 06:20 PM | Likes Like |Link to Comment
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