Sprint's Pullback Is A Buying Opportunity [View article]
Folks - latest news is that Sprint is weighing counterbid for MetroPCS to top T-Mobile. In my opinion, it is quite unnecessary and am disappointed that Sprint is chasing.
Sprint's Pullback Is A Buying Opportunity [View article]
Aha today's latest update is that T-Mobile will shut down MetroPCS network by 2015 end. So that will mean that T-Mobile will have to shift the subscriber base to the 'newer' T-Mobile network. There has to be subscriber leaks there - Sprint should benefit from this.
Revisiting Sprint Near $4 And My Next Stop [View article]
Folks, the recent 12% drop in Sprint since September 27 presents a buying opportunity, especially on any further pullbacks from here. I discuss this in this most recent follow up article after the merger news between MetroPCS and Deutsche Telecom's T-Mobile.
Folks, the recent 12% pullback since September 27 2012 presents a buying opportunity, especially on any further pullbacks from here. I discuss this in this most recent follow up article after the merger news between MetroPCS and Deutsche Telecom's T-Mobile.
Folks, the recent 12% pullback since September 27 presents a buying opportunity, especially on any further pullbacks from here. I discuss this in this most recent follow up article after the merger news between MetroPCS and Deutsche Telecom's T-Mobile.
Sprint's Pullback Is A Buying Opportunity [View article]
@bd4uandu Thanks for your comment. That is a safe approach, but 25th is a bit far. If the market pulls back overall because of bad Q3 2012 earnings in general in the next couple of weeks, there is a chance that waiting will be beneficial. If that does not happen though, chances of Sprint coming back to these levels appear slim.
Sprint's Pullback Is A Buying Opportunity [View article]
S&P Capital IQ comments on recent developments: S holds an advantage in postpaid and prepaid. We believe the completion of Network Vision will allow S to emerge with a stronger, more competitive network and believe S has made strides in prepaid following its acquisition of Virgin Mobile. We believe as Network Vision nears completion, S could look to consolidate with smaller service providers as we believe the wireless area will continue to consolidate, but we do not believe that S needs to act immediately.
Revisiting Sprint Yet Again And My Next Stop [View article]
S&P Capital IQ comments on recent developments: While we believe the T-Mobile/MetroPCS (PCS 13, Hold) deal will create a stronger competitor, we believe S holds an advantage in postpaid and prepaid. We believe the completion of Network Vision will allow S to emerge with a stronger, more competitive network and believe S has made strides in prepaid following its acquisition of Virgin Mobile. We believe as Network Vision nears completion, S could look to consolidate with smaller service providers as we believe the wireless area will continue to consolidate, but we do not believe that S needs to act immediately.
2 Best-Of-Breed Stocks With Low Risk And High Returns [View article]
@bushacker239 Actually no. I did not consider the buyback in this analysis. One could assume bit higher EPS in the trends section, and a bit lower P/E. Net effect wont be enormous on the target price, but chances are the appreciation would be a bit faster than a really long term horizon that I have considered IMHO, especially because repurchases are welcomed by analysts. I would be more looking towards consolidations like the ones where Aetna bought Coventry (considering that Coventry has ExpressScripts) as more beneficial than this particular buyback, albeit pretty big..
@experienced, Thanks for your comments. SanDisk's JV with Toshiba and the expansion plans were very wise decisions and I agree that the demand is high enough for SanDisk today.
I have to include risks for SanDisk if I am recommending the stock - its fair to the readers - and do believe that greatly reduced consumer spending due to severe downturn similar to last year could impact sales of portable devices (not just smartphones). Whether that will happen again or not, depends on global economic situation and also how US manages to recover once the QEs stop pouring printed money into the economy. The risk lingers out there and must be considered, if not with great weight.
I do agree that demand for NAND flash memory is huge and potentially much bigger than the supply. Nevertheless, price compression possibility is always there for any technology product especially in such extremely competitive markets (and more so as stated in the article, if consolidations between competitors occur).
Covered Call Strategies For 3 Techs - Apple, Netflix And Baidu [View article]
@aferraro Agreed. The price movement thanks to iPhone 5 sales and the iPhone 4s success has been insane. Not to mention the iPad mini buzz now. In these times, it is just stupidity to go against Apple, and I admit my mistake here.
Sprint's Pullback Is A Buying Opportunity [View article]
Keen to hear CEO comments regarding this.
Sprint's Pullback Is A Buying Opportunity [View article]
Revisiting Sprint Near $4 And My Next Stop [View article]
http://bit.ly/PWD3Zf
Sprint Is On The Right Track [View article]
http://seekingalpha.co...
The Thing About Sprint [View article]
http://seekingalpha.co...
Sprint's Pullback Is A Buying Opportunity [View article]
Sprint's Pullback Is A Buying Opportunity [View article]
Sprint's Pullback Is A Buying Opportunity [View article]
S holds an advantage in postpaid and prepaid. We believe the completion of Network Vision will allow S to emerge with a stronger, more competitive network and believe S has made strides in prepaid following its acquisition of Virgin Mobile. We believe as Network Vision nears completion, S could look to consolidate with smaller service providers as we believe the wireless area will continue to consolidate, but we do not believe that S needs to act immediately.
Revisiting Sprint Yet Again And My Next Stop [View article]
While we believe the T-Mobile/MetroPCS (PCS 13, Hold) deal will create a stronger competitor, we believe S holds an advantage in postpaid and prepaid. We believe the completion of Network Vision will allow S to emerge with a stronger, more competitive network and believe S has made strides in prepaid following its acquisition of Virgin Mobile. We believe as Network Vision nears completion, S could look to consolidate with smaller service providers as we believe the wireless area will continue to consolidate, but we do not believe that S needs to act immediately.
Revisiting Sprint Near $4 And My Next Stop [View article]
Revisiting Sprint Yet Again And My Next Stop [View article]
2 Best-Of-Breed Stocks With Low Risk And High Returns [View article]
2 Best-Of-Breed Stocks With Low Risk And High Returns [View article]
SanDisk A Buy With $10 Upside [View article]
I have to include risks for SanDisk if I am recommending the stock - its fair to the readers - and do believe that greatly reduced consumer spending due to severe downturn similar to last year could impact sales of portable devices (not just smartphones). Whether that will happen again or not, depends on global economic situation and also how US manages to recover once the QEs stop pouring printed money into the economy. The risk lingers out there and must be considered, if not with great weight.
I do agree that demand for NAND flash memory is huge and potentially much bigger than the supply. Nevertheless, price compression possibility is always there for any technology product especially in such extremely competitive markets (and more so as stated in the article, if consolidations between competitors occur).
Covered Call Strategies For 3 Techs - Apple, Netflix And Baidu [View article]