Why AT&T Is An Income And No Growth Story [View article]
I enjoyed your article. AT&T has solid management and they continue to do an excellent job executing their wireless business. The wireless business is maturing so I am hoping they are focusing on U-Verse (TV, Internet, VOIP). U-verse is picking up steam but they really need to get those customers.
The new CEO, Randall Stephenson, has been good about reducing the yearly dividend increases. Whitacre was all about returning shareholder value but Stephenson is a numbers guy and he will keep the balance sheet in check.
MJNA's executives and legal teams are wasting their time. In fact, it's some what alarming to even see the CEO take time to address shareholder emails in a letter to shareholders. It's not in their best interest at all. They need to focus on execution and let the so called earnings speak for themselves.
Did you read the MJNA Letter to Shareholders? This was in it:
"SEEKING ALPHA WRITERS LITIGATION: I am aware that there are those who feel that litigation should have been commenced by now against Seeking Alpha blog writers that have published numerous negative articles attacking the Company and its management. Some have suggested that our failure to do so is negative reflection on MJNA. I have personally met with litigation counsel to go over the defamatory statements that were presented by Seeking Alpha writers in several of the article(s). The case is clearly laid out. However, it is also more complex than just pursuing defamation claims against a writer and a website as some have stated. The article(s) were blatant attempts, albeit briefly successful, to manipulate our stock price, to damage our shareholders and to create fear and doubt about our credibility. The actions from this group of individuals commenced by the parties posting numerous positive articles about MJNA all while knowing these same individuals would then collectively post those defamatory article(s) right before our quarter financial posting to significantly drop the stock value for nothing more than their personal gain. MJNA had no part of these actions, did not authorize, benefit, participate or have knowledge of what was being written. These individuals perform the same actions each quarter and shamefully boasted about their success. Our litigation attorneys are gathering relevant information, will assess the possible claims against all responsible individuals. The Company will move forward based upon the advice and conclusions of our legal counsel. All we can ask of our shareholders is that you perform your own due diligence to find out the complete facts versus reacting to postings by individuals who are obviously manipulating the stock value for dubious reasons."
AT&T Has Fair Price And Excellent Dividends, But We Have To Pay Attention [View article]
Didn't AT&T take some charges on the T-Mobile merger 2011 and some pensions charges in 2012? That may explain the EPS differences. Also, what about the share buyback programs?
AT&T: Financial Shenanigans, Painful Truth Coming [View article]
AT&T is a solid company. It will do well if not better than Verizon tomorrow. Where can you find stocks paying a dividend like the telcos and they increase it every year. A couple of key points:
- The decline in the wireline business has been happening for a very long time. This is happening to Verizon and others too. No news here.
- AT&T owns 100% of their wireless business, Verizon doesn't.
- AT&T is buying back shares and announced a share buyback increase recently.
AT&T is doing great. The wireless business is doing great. Uverse business is doing great!
AT&T will have a great quarter meeting or even beating Verizon.
AT&T'S Board Wants To Up Your Stake! [View article]
AT&T is a very well run company. With today's interest rates, where can you find a reliable 5% return on your money? This company is positioned to rake in a lot more money as more and more data devices hit the market. Great stock to own!
BlackBerry Earns A Profit And Sells A Million Z10 Phones [View article]
@thecatman thanks for the feedback. In terms of BBRY adoption rate, as the company pointed out in the CC, this it's going to be more of a slog than a sprint. Erosion of the subscriber base will likely continue, but they will get/keep their fair share of the market. At least enough of it so that they will remain viable - probably 3.5% - 4% of the market. My personal opinion is that they will spin off the handset division - maybe even this year, while interest in the new phones is/are high. This is based on no hard data but comment that have been made by Heins that they are considering every option in there strategic review. Also his comment during this CC that Heins said "Smartphones will play a major part, but our business includes expanding into other markets" In terms of stock value, investors may not want to hear this but the market is telling us that it's fairly well valued at this price. As adoption of the Z10 and Q10 and the down range phones increase the price may creep up. But I think rather than a rocketing up 15 points, it'll be more "two steps forward, one step back" kind of thing. There will be many opportunities to make (and lose) money.
BlackBerry Earns A Profit And Sells A Million Z10 Phones [View article]
I wouldn't expect the company to be for sale. They have no need to do that. There is no debt and they can continue on this trajectory for quite some time if need be. However, as part of their strategic initiative, and if phone orders don't gain the critical mass needed, I don't think it's out of the question for the company to spin out it's handset business.
BlackBerry: Are You Ready For This? [View article]
Ashraf you have a real talent. I mean it. Good sound thinking communicated in an insightful interesting read. You make great points and I can't disagree with any of them. Keep em coming.
Countdown To Zero Hour For BlackBerry Earnings [View article]
Hey SamCool......just checking in here from my mom's basement. FYI the analyst at M.S. put out a quick piece today that said pretty much the same thing. Staggered launch, both geographically and with the various models coming on line all year will have the effect of a "slow and steady acceptance"....more of a march than a sprint. Now I've got to go see if mom has those brownies ready.......
Countdown To Zero Hour For BlackBerry Earnings [View article]
I liked her article too and thought it was very well done. However, I'm not seeing where she "called me out". She simply indicated that her experience was different than mine. If she was calling anyone out it would be those of us in North America. One main takeaway was the reminder that N.America and/or Europe are NOT the only places in the world that matter and that there are plenty of consumers in her part of the world that will have a big say in how well the z10 and q10 are received. Another takeaway that I noticed was that, unlike the responses to my article, no one questioned the validity of her story or her experience. No one called her a liar, no one demanded that she provide address locations of the stores she visited. No one told her that her story was pointless (it was not) because she "only" visited 7-8 stores. No one said her story had to be fabricated because no one puts in that much detail so it must be untrue.......go figure. Bit of a double standard wouldn't you say?
Why AT&T Is An Income And No Growth Story [View article]
The new CEO, Randall Stephenson, has been good about reducing the yearly dividend increases. Whitacre was all about returning shareholder value but Stephenson is a numbers guy and he will keep the balance sheet in check.
Medical Marijuana: Be Careful [View article]
Medical Marijuana: Be Careful [View article]
Medical Marijuana: Be Careful [View article]
"SEEKING ALPHA WRITERS LITIGATION:
I am aware that there are those who feel that litigation should have been commenced by now against Seeking Alpha blog writers that have published numerous negative articles attacking the Company and its management. Some have suggested that our failure to do so is negative reflection on MJNA. I have personally met with litigation counsel to go over the defamatory statements that were presented by Seeking Alpha writers in several of the article(s). The case is clearly laid out. However, it is also more complex than just pursuing defamation claims against a writer and a website as some have stated. The article(s) were blatant attempts, albeit briefly successful, to manipulate our stock price, to damage our shareholders and to create fear and doubt about our credibility. The actions from this group of individuals commenced by the parties posting numerous positive articles about MJNA all while knowing these same individuals would then collectively post those defamatory article(s) right before our quarter financial posting to significantly drop the stock value for nothing more than their personal gain. MJNA had no part of these actions, did not authorize, benefit, participate or have knowledge of what was being written.
These individuals perform the same actions each quarter and shamefully boasted about their success. Our litigation attorneys are gathering relevant information, will assess the possible claims against all responsible individuals. The Company will move forward based upon the advice and conclusions of our legal counsel.
All we can ask of our shareholders is that you perform your own due diligence to find out the complete facts versus reacting to postings by individuals who are obviously manipulating the stock value for dubious reasons."
Buying Medical Marijuana? You Are Being Robbed [View article]
AT&T Has Fair Price And Excellent Dividends, But We Have To Pay Attention [View article]
AT&T: Financial Shenanigans, Painful Truth Coming [View article]
- The decline in the wireline business has been happening for a very long time. This is happening to Verizon and others too. No news here.
- AT&T owns 100% of their wireless business, Verizon doesn't.
- AT&T is buying back shares and announced a share buyback increase recently.
AT&T is doing great. The wireless business is doing great. Uverse business is doing great!
AT&T will have a great quarter meeting or even beating Verizon.
AT&T'S Board Wants To Up Your Stake! [View article]
AT&T'S Board Wants To Up Your Stake! [View article]
BlackBerry Earns A Profit And Sells A Million Z10 Phones [View article]
thanks for the feedback. In terms of BBRY adoption rate, as the company pointed out in the CC, this it's going to be more of a slog than a sprint. Erosion of the subscriber base will likely continue, but they will get/keep their fair share of the market. At least enough of it so that they will remain viable - probably 3.5% - 4% of the market. My personal opinion is that they will spin off the handset division - maybe even this year, while interest in the new phones is/are high. This is based on no hard data but comment that have been made by Heins that they are considering every option in there strategic review. Also his comment during this CC that Heins said "Smartphones will play a major part, but our business includes expanding into other markets"
In terms of stock value, investors may not want to hear this but the market is telling us that it's fairly well valued at this price. As adoption of the Z10 and Q10 and the down range phones increase the price may creep up. But I think rather than a rocketing up 15 points, it'll be more "two steps forward, one step back" kind of thing. There will be many opportunities to make (and lose) money.
BlackBerry Earns A Profit And Sells A Million Z10 Phones [View article]
BlackBerry Earns A Profit And Sells A Million Z10 Phones [View article]
BlackBerry: Are You Ready For This? [View article]
Keep em coming.
Countdown To Zero Hour For BlackBerry Earnings [View article]
Now I've got to go see if mom has those brownies ready.......
Countdown To Zero Hour For BlackBerry Earnings [View article]
If she was calling anyone out it would be those of us in North America. One main takeaway was the reminder that N.America and/or Europe are NOT the only places in the world that matter and that there are plenty of consumers in her part of the world that will have a big say in how well the z10 and q10 are received.
Another takeaway that I noticed was that, unlike the responses to my article, no one questioned the validity of her story or her experience. No one called her a liar, no one demanded that she provide address locations of the stores she visited. No one told her that her story was pointless (it was not) because she "only" visited 7-8 stores. No one said her story had to be fabricated because no one puts in that much detail so it must be untrue.......go figure. Bit of a double standard wouldn't you say?