ADCT Forum Topics
- All Comments on ADCT
- General Discussion on ADCT
- How Exposed Is Tech to Debt Troubles? [view article]
- Jim Cramer's Mad Money In-Depth, 1/16/08: Easy as ADC [view article]
- Earnings Preview: Light Post-Labor Day Calendar [view article]
- Chart: Networking Technology Stocks - Revenue Per Employee [view article]
- Trailing 12 Month P/E for Networking Technology Companies [view article]
- As SBC & BellSouth Play Fiber Catch-Up With Verizon, Which Stocks Win? (BLS, VZ, SBC, ADCT, ALA, MOT, TLAB) [view article]
loading ...Recent ADCT Articles
- Take a Closer Look at ADC Telecom, Chungwha Telecom
- ADC Telecom Raises Estimate on Impact of Troubled Debt
- How Exposed Is Tech to Debt Troubles?
- Earnings Preview: Light Post-Labor Day Calendar
- Baird Has Great Expectations For ADC Telecom
- S&P 500 Stocks With Largest Trailing 12-Month P/E Contractions/Expansions
- Playing the Adjustments to The S&P 500
- ADC Reports Q2 Profit Rise; Revises Low End of Guidance Upward
- Earnings Preview: Low Expectations for Credence Systems, Smithfield Foods
- ADC Beats on Earnings and Sales, Guides Higher
- Full List of Articles »
Editors
General Discussion on ADCT
Is this a buy or a sell? ReplyHow Exposed Is Tech to Debt Troubles? [view article]
But DELL is more of a manufacturing company... therefore most manufacturers have considerable long term debt due to the plant, parts, on-hand inventory for components... But DELL's ratio is higher than it should be! Replyinvestor
How Exposed Is Tech to Debt Troubles? [view article]
Has anyone checked the facts ? Under Yahoo finance key statistics many of the above high debt to equity actually had very nominal debt, nowhere near the levels in the article ReplyGuy
How Exposed Is Tech to Debt Troubles? [view article]
One other comment: v interesting to see Dell with a high debt-to-equity ratio. That will certainly get the value guys to sit up. ReplyGuy
How Exposed Is Tech to Debt Troubles? [view article]
This is interesting, because it's a kind of "reverse value stock" approach -- avoid companies with high cash-per-share. I guess the logic is that if cash accounts for most of the company's earnings, it shows that there isn't much of a real business there other than the cash.As if MOT doesn't have enough problems already. Reply
Jim Cramer's Mad Money In-Depth, 1/16/08: Easy as ADC [view article]
Hey Jim have you heard that Rite Aid (RAD)was a takeover target at $3.50???Read this....
The Capital Research analyst, stated that the title of Jean Coutu Group may rise sharply if Rite Aid (NYSE: RAD), American Chain Drug Stores, owned 31.7% by Jean Coutu Group, was acquired.
As I mentioned Jean Coutu Group holds 31.7% of Rite Aid or approximately 252 million shares, which closed yesterday at Cap $ 2.2 Americas. The real value of the investment is approximately 560 million Americans.
What nobody said it and the problem is the following is that the same shares of Rite Aid worth $ 6.38 to June 29, 2007.
In other words, in six months, the placement du Groupe Jean Coutu melted like snow in the sun. The course is worth 3.5 billion American (3731 billion Canadian), the investment has grown to 560 million US-dollar (565.54 million).
What was the actions of the Jean Coutu Group 6 months ago? At the same time placing Rite Aid worth 3,731 billion Canadian, or at June 29, 2007, shares of Jean Coutu Group worth $ 15.50.
So in closing price yesterday, while the placement du Groupe Jean Coutu in Rite Aid founded nearly 85% (in Canadian currency), the shares of Jean Coutu Group lost almost 28%.
Some analysts believe the US drugstore chain Rite Aid could be acquired by a competitor. Assuming that possibility and the purchaser would pay approximately $ 3.50 reflecting a fairly reasonable premium of nearly 45% over the closing price yesterday of $ 2.22.
If this situation took place, the Jean Coutu Group therefore receive 789 million Americans for all its shares of Rite Aid.
Reply
Lepoff, M.D.
Jim Cramer's Mad Money In-Depth, 1/16/08: Easy as ADC [view article]
Sombody should track Cramer's picks. Remember the MON Back on MON? How about AMD, SHLD, FCX, LMC. C, and the dozens more he failed us on. Only a fool would pay attention to Jim Cramer!!!! ReplyEarnings Preview: Light Post-Labor Day Calendar [view article]
info for comp nwog ReplyChart: Networking Technology Stocks - Revenue Per Employee [view article]
Revenue per employee is a useful way to differentiate productivity (i.e., efficiency) of companies if the same sector.Check out www.investopedia.com/terms/r/revenuepere... Reply
Chart: Networking Technology Stocks - Revenue Per Employee [view article]
Why is revenue per employee important? Does it indicate operational efficiency? Doesn't it mask other operational costs like equipment? Also, to compare apples to apples, shouldn't one have to consider the organizational and salary structures for these companies? ReplyTrailing 12 Month P/E for Networking Technology Companies [view article]
Nortel's TTM PE: Note that NT:- Lost $105mm in the quarter ending September 30, 2005
- Made $66mm in the quarter ending June 30, 2005
- Lost $70mm in the quarter ending March 31, 2005
- Made $133mm in the quarter ending December 31, 2004
finance.yahoo.com/q/is?s=NT Reply
As SBC & BellSouth Play Fiber Catch-Up With Verizon, Which Stocks Win? (BLS, VZ, SBC, ADCT, ALA, MOT, TLAB) [view article]
While you are primarily right, I think that history will repeat itself and the RBOCs will gain the upper hand and control the bundling issues. The size and continuity of their networks will be the major deciding factor. And remember, this isn't just about fiber to the home, it is also fiber to the businesses. ReplyJackson, SA
Founder
As SBC & BellSouth Play Fiber Catch-Up With Verizon, Which Stocks Win? (BLS, VZ, SBC, ADCT, ALA, MOT, TLAB) [view article]
Sam, I'm really not sure about your contention that the RBOCs are winners here. Isn't this really a defensive move -- and a very expensive one at that? What kind of return on their investment from FTTH do you think they'll get? Arguably, the total cost of the TV + Internet Access + Voice bundle is falling, and this will just lead to more competition with the cable companies. The RBOCs will spend a ton on FTTx but will find their revenues still decline. The only winners I can see are the equipment vendors. I'm short all the RBOC stocks with shorts or puts. Reply