Brasil Telecom Participacoes S/A. (BRP)

All Comments on BRP

  • commenter
    mikehav
    Aug 13 12:25 PM
    My Website
    Bullish on Telcos [view article]
    Here is info on dividend history over the past year for CEL:

    Cellcom Israel Ltd. announced that it has declared a cash dividend in the amount of NIS 2.76 per share, and in the aggregate amount of approximately NIS 270 million (the equivalent of approximately $0.77 per share and approximately $76 million in the aggregate, based on the representative rate of exchange on August 11, 2008; the actual $ amount for dividend paid in $ will be converted from NIS based upon the representative rate of exchange published by the Bank of Israel on September 4, 2008). The dividend will be payable to all of the Company's shareholders of record at the end of the trading day in the NYSE on August 25, 2008. The payment date will be September 8, 2008.

    Cellcom Israel Ltd. announced that the Company's Board of Directors declared a cash dividend in the amount of NIS 2.65 per share, and in the aggregate amount of approximately NIS 258 million (the equivalent of approximately $0.77 per share and approximately $75 million in the aggregate, based on the representative rate of exchange on May 13, 2008; The actual $ amount for dividend paid in $ will be converted from NIS based upon the representative rate of exchange published by the Bank of Israel on June 4, 2008). The dividend will be payable to all of the Company's shareholders of record at the end of the trading day in the NYSE on May 27, 2008. The payment date will be June 10, 2008.

    Reuters reported that Cellcom Israel Ltd.'s Board declared a cash dividend of ILS7.18 per share ($2.10) or a total of ILS700 million to be paid on April, 14. This includes a dividend for the fourth quarter of ILS1.78 per share and a one-time extraordinary dividend for the year of ILS5.4 per share.

    Cellcom Israel Ltd. announced that it has declared a cash dividend in the amount of NIS 2.06 per share, and in the aggregate amount of approximately NIS 201 million, the dividend will be payable to all shareholders of record at the end of the trading day in the NYSE on August 23, 2007. The payment date will be September 6, 2007.     Reply
  • commenter
    lawbroker
    Aug 13 12:08 PM
    Bullish on Telcos [view article]
    CEL has inconsistent dividends, paid one of $2.10 in March. Was this a one-time divy? Reply
  • commenter
    mikehav
    Jul 27 11:27 AM
    My Website
    Bullish on Telcos [view article]
    I update the index quarterly with the last update on 5/5/08 - the historical prices for ETF ticker are $20.64 from a year earlier and $23.77 on 5/5/08. Reply
  • commenter
    titans
    Jul 27 11:19 AM
    My Website
    Bullish on Telcos [view article]
    How is the ETF ticker up 15%, when chart shows a continually drop since late 2007 & 1 year chart shows really no gain either ??????????????????????... Reply
  • commenter
    guliamo
    Jul 27 08:40 AM
    My Website
    Bullish on Telcos [view article]
    Nice to see Cellcom high on the list. I am less bullish on Telco's.. they seem to be having a very hard time increasing wallet share.
    Internet surfing from the phone is proving a flop and people are talking all they want to, texting all they want to and paying a fixed price. Competition is huge, moving operators easy (since the number migration law)..
    Technicals isn't everything.. it shows the past, not future.
    Cheers.
     Reply
  • commenter
    private
    trader
    Jul 07 12:49 AM
    Brazilian Telecom Going Monopolistic [view article]
    Yes. The lion hearted must also move quickly. In the mail, as a holder of BTM, shortly after writing the article, I received what appeared to be a tender offer for my BTM shares. It was quite lengthy and did not have time to read the details and/or ensure that my shares would be bought out (although the offer did appear that way). Anyway, with BTM not moving up or down much, and TNE going down way more than appears reasonable, I decided to exit BTM more or less at my entry point. (I hope I do not regret that as the $42 buyout would have been a clear profit). I did this because TNE appeared to be going down so low and fast that I wanted dry powder. Now at 22/sh, it is way lower than I thought it would go and I need to see whether any real reason supports its decline or whether it simply is an irrational market making it an even better buying opportunity than I earlier thought it was. I am also keeping an eye on commodities and drybulk shipping. Again, unlike the more diversified American economy, Brazil is a commodity driven country. It makes no sense for its stocks to be going down right now. Do your own due diligence, but I think that after the American presidential election and position on Iraq and interest rates becomes more clear (not necessarily better, just more clear), larger amounts of money will start pouring into the market again. And again, due to commodities, Brazil's economy should be one of those that rises more quickly than others. Meanwhile, I am frustrated that things aren't moving in that direction a bit more quickly. Everyone should do their own due diligence, and these are just my personal opinions, but right now I believe cash and/or commodities are king... Hopefully, we'll see a bit of move up on Monday, I will continue to watch TNE for a bottom now (and would appreciate any technical support anyone else can provide as I almost bought into last week and now am perplexed as I never would have thought it would go down to 22/sh). Of course, one advantage to staying out of an irrational market is that it is less likely to drive you crazy. I think I'm good at spotting trends, but again, I'd appreciate it if someone with some technical skills would suggest support levels for TNE. Thanks. Reply
  • commenter
    swaps
    Jun 17 04:41 PM
    Brazilian Telecom Going Monopolistic [view article]
    I bought into BTM last year when Shrub made his visit to Brazil.
    I deeply regret that I only nibbled on the stock and did not take a bigger position, since it is up 135% since then. And it went up so fast I did not buy more in the low $20. Riches go to the lion hearted.     Reply
  • commenter
    Stockpickerf
    orum
    May 06 03:01 PM
    Tele Norte Pullback Presents Opportunity [view article]
    Mr rexquondamrexqu,

    Instead of complaining, I suggest you publish your own ideas or comments; words are cheap, actions are not. Seeking alpha is a great resource to share ideas; some grammatical errors are inconsequential as long as the articles get the point across. Investors have the power to choose whether to respect the authors opinions.

    Thanks     Reply
  • commenter
    Stockpickerf
    orum
    May 06 02:58 PM
    Tele Norte Pullback Presents Opportunity [view article]
    Mr Pelusin,

    "Are you stupidor, just retard?"- I would like to congratulate you on your sophisticated command of the English language. I will not stoop down to this level.

    As may well know, any acquisition presents risks and opportunities; TNE buying BRP is no different. Nevertheless, with TNE trading at a 20% discount to all of its peers, namely 7 times earnings coupled with a 25% growth rate...the potential dilutive impact from the acquisition has already been more than priced in.

    I would like to thank you for posting your two very insightful comments as your language betrays the kind of low level individual you are and would prevent any sane investor from taking you seriously.

    Thanks     Reply
  • commenter
    rexquondamre
    xquefuturus
    Apr 29 11:17 PM
    Tele Norte Pullback Presents Opportunity [view article]
    It amazes me that Yahoo even uses SA content. The articles are poorly written, poorly researched, ridden with grammatical errors and the charts are often mislabeled. It reads and looks as though it were an 8th grade class project. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:19 AM
    My Website
    General Discussion on BRP
    Is this a buy or a sell? Reply
  • commenter
    User 10755
    Mar 30 07:30 AM
    My Website
    Brazilian Stocks: High Growth Potential Not Priced In [view article]
    VIV is interesting, waiting to find more news of the mergers with Telemig and Telenor (forgive my spelling)...

    2007 Annual Report shows a 3% net increase in revenue/profits and slightly reduced debt, as reviewed today...     Reply
  • commenter
    Jake2
    Mar 05 11:51 AM
    My Website
    Brazilian Stocks: High Growth Potential Not Priced In [view article]
    Would have expected something more comprehensive and accurate than this from Zacks. Reply
  • commenter
    garlicbulb
    Mar 05 10:19 AM
    Brazilian Stocks: High Growth Potential Not Priced In [view article]
    Article is stale. Vale and Baosteel settled the iron ore price rise at 65% on February 22. That's ten days ago. Reply
  • commenter
    Daniel
    Nathel
    Feb 27 10:04 PM
    My Website
    Eight Brazilian Telecom Stocks Worth Calling [view article]
    Latin American stocks have been looking pretty hot this year; both 52 weeks and even more so, just in 08. While America looks like Rome falling, South America (particularly Brazil) looks like it will soon come to rise as an area of equivocal development. More importantly to us right now though is that as developed products continue to steadily spread through out, the value of the companies guiding the distribution are going to grow in harmony with that spread. One product in particular that I like in Brazil is wireless.

    From 2005 to 2007 Brazil's wireless subscriber base grew by just under 50% approaching 120 million (~2/3 of the pop.), and Oi, the Tele Norte Leste Participacoes S.A. (TNE) wireless brand, was there to capture that growth, and looks like it will continue to do so. TNE has had a strong hold over the land lines industry for a long time, but that business, which represents a little less than half of their revenue, has not been going any where as it looms as a thing of the past. They also provide internet, digital tv, etc... wireless only represented about 16% of their business in the middle of '07. They recently acquired a bunch more licenses to expand their wireless business in Brazil and I think that will help increase their value.

    TNE does $10.29 bil in revenue, has a market cap of 9.91 bil, but has $2 bil more debt than cash (which is common to the industry, in a smaller proportion). Their cash flow is pretty high though, and they have been good about paying off their debt. Institutional owner ship is less than 50% and about 2 million shares trade per day. Other players in the industry including Tele Norte Celular Participacoes (TCN), Telecomunicacoes de Sao Paula (TSP) and Vivo Participacoes (VIV) are all trading at higher earning multiples, and so is the Mexican giant America Movil (AMX). In the 8 times trailing and future earnings range TNE looks like a good buy with a lot of growth potential. If the conference call goes well this Friday I would expect TNE to continue on its upward trend.

    If you like my comment, check out my new blog at DanielNathel.Blogspot....

    Disclosure: I may or may not purchase any or all the companies included in this article.     Reply

Trading Center


Loading...
Symbols:
Authors:
Quick Links: