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Windstream (WIN -3.3%) slumps after receiving a downgrade to Reduce from Nomura. The firm is...

Windstream (WIN -3.3%) slumps after receiving a downgrade to Reduce from Nomura. The firm is worried about macro conditions, growing CLEC competition, a mix shift towards lower-margin services, and the telco's need to keep capex down in order to maintain its huge dividend (current yield of 10.1%).
Comments (6)
  • Neil B
    , contributor
    Comments (41) | Send Message
     
    It seems to me that a case could be made for either buying or selling WIN. The link below provides information on a number of ongoing and future projects that supports the notion that WIN is making a significant effort to increase current revenue streams and add new ones as a result of moving into new technologies.

     

    http://seekingalpha.co...
    8 Aug 2012, 12:09 PM Reply Like
  • Adoptsalot
    , contributor
    Comments (50) | Send Message
     
    Agree with Neil above, and, even if WIN reduced the dividend to 6-7-8% it would still be a great deal and a growing company.
    8 Aug 2012, 01:01 PM Reply Like
  • TwistTie
    , contributor
    Comments (2477) | Send Message
     
    I bought WIN because I do business with them and I think they are a good company.

     

    I have no idea what the people at Nomura are thinking.
    8 Aug 2012, 01:03 PM Reply Like
  • Davephd
    , contributor
    Comments (690) | Send Message
     
    Perhaps Nomura should call all those managers at WIN who bought so much stock recently and tell them they made a mistake.
    8 Aug 2012, 02:54 PM Reply Like
  • vettish00
    , contributor
    Comments (6) | Send Message
     
    I have owned win for years since its start and have had nothing but great dividends and conservation of principle. Great stock for retirees like myself. I have continued to add to my position over the years. this stock has been a win WIN.
    8 Aug 2012, 03:21 PM Reply Like
  • Dant
    , contributor
    Comments (7) | Send Message
     
    Shorts talking WIN down?
    8 Aug 2012, 05:56 PM Reply Like
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