Deutsche Telekom AG (DT)

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  • commenter
    User 199792
    Aug 13 10:51 AM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Who knows? Only the shadow knows, but the good thing about the article is that we have a watch list, in case the author is correct. Nice to be ready, just in case Reply
  • commenter
    dontgetfoole
    dagain
    Aug 13 08:25 AM
    Wireless Carriers: Sprint and T-Mobile [view article]
    IMHO: S results are relative, relative to their own performance and relative to their competition which is where I believe the focus should be. They compare their churn rate against their own measurement as opposed to an industry wide comparison. They are 100 basis points higher than the 2 leaders T/VZ. Hesse is right about churn being the single most important metric regarding company performance since a 2% churn rate translates into an 11% decline in sales. However, even if he gets the churn rate down to 1%, which I doubt he can accomplish without a severe drop in ARPU or an increase in phone subsidies, that would still translate into a ~5% drop in sales. The have already mined the high-end of the ARPU curve and will eventually deplete the number of customers who can afford $99/month. At their current sales run rate and their debt to EBITDA ratio climbing, they may be close to violating their debt covenants which would not bode well for the equity holders.

    Their revenue is declining at >11% y-o-y. Wireline is not a big contributor to gross margins and only comprises ~15% of gross sales revenue.

    Qwest leaving for VZ, Embarq leaving for unnamed carrier, Federal government GSA contracts lost, problems with the MVNO, a churn rate that when bi-annualized (assumes 2 year contracts) translates into a 24% defection rate. In order to grow the business they must run faster than 24% adds just to stay even. I don't see that happening.

    Again, IMHO, I might look at the bonds but certainly not the stock. I believe that the bonds have more upside than the stock should DH turn this ship around.

    One more thing: Leverage works both ways. Nxtl took advantage of high leverage when they were profitable and the stock popped as a result; but, leverage can also magnify and amplify losses. Just something to keep in mind. The time to buy highly leveraged, high beta stocks is in the beginning of an economic recovery. We are nowhere near that point yet. Just my humble opinion.     Reply
  • commenter
    Gee741
    Aug 13 06:15 AM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Does anyone realise how much in dept US is???
    Can they afford to buy anything at all???
    Oh sorry, my mistake, another loan will fix it!     Reply
  • commenter
    Blue-Eyed
    Devil
    Aug 13 01:28 AM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    If Armydijon puts his finger on the Euro button, the US Navy will blast him into outerspace. Also, the USA is the biggest buyer of oil. If the current system is upset, and the Dollar plunges, destroying the US Economy, nobody will be able to afford gas. OPEC will lose it's biggest customer. Reply
  • commenter
    Innerdiamond
    Aug 13 12:54 AM
    My Website
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Excellent article that is not actually ahead of its time, but rather a couple years behind. The word of this has been circulating within the inner circles of politics and has been a major impetus on foreign policy with the middle East for quite some time. My Dad was a Diplomat in the US government and I can attest that nothing is as it appears to be. Its mostly fodder for the masses. It is most wise to understand that our reactionary responses as a nation impedes our evolutionary progress both individually and as a nation. Reply
  • commenter
    fahrender
    Aug 13 12:17 AM
    My Website
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    the dollar has been moving up recently, yes. and oil has been moving down considerably, also recently. change your perspective a little (stand back instead of up close) and look at how far the dollar has fallen in the past three years (to the euro) and how high oil has soared in the past two years (not long ago it was at $30).
    of course, NOBODY knows what will happen but, there are other reasons besides oil that the dollar is in trouble:
    the financial/mortgage institutions mess will continue to present us with bad news (yesterday JP Morgan, etc.) for another year or two and the "guns and butter" farce the Bush Administration has hung around our necks will be a long time being paid off.
    you can be a Larry Kudlow if you want, just don't expect me to pony up to your new ETF fund if you do.     Reply
  • commenter
    Spiritwoman
    Aug 13 12:08 AM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Anyone who thinks this writer is 'off his rocker' is going to be in for a HUGE awakening... sounds like amerikans to me.. sheeple, who reject truth, because they can't wrap their tiny little brains around it... HE knows what he is talking about, and it will happen alot sooner than later. BANK on it. Reply
  • commenter
    dieuwer
    Aug 12 08:40 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    It's interesting to note that all the commoditiy bears come out'a their holes AFTER we already had a substantial correction.
    Besides, I have yet to meet to person who correcly calls a bubble at the top.     Reply
  • commenter
    E.D. Hart
    Aug 12 07:30 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Excellent article. I continue to find the optimists with heads in the sand amusing as I look at data that shows the lost decade of equities even more lost after factoring in the decline of the dollar. Most people dont even know how much the dollar's decline has cost them. Many dont know we are in a bear market with bull rallies, which is interestingly the inverse of the bull market in commodities with a current bear correction. This author has exactly the right idea...but he is ahead of his time and many are not ready for his message. Only in hindsght will people look for an explanation of what happened to US dollar hegemony. The British at the turn of the century also thought that the "sun never set on the British Empire" only to see their currency lose its status of worlds reserve. Arrogance is not wise. Reply
  • commenter
    Jonathan
    Swift
    Aug 12 07:27 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    The (apparently anonymous) writer of this blog loses all credibility in many ways, but the most ridiculous part of his ranting is in forecasting that it is possible that the price of crude oil will rise to $197.30! Not 10 cents higher or lower, but $197.30! What fools these mortals be. Reply
  • commenter
    SinNawlins
    Aug 12 05:52 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    FYI, in case y'all have been sleeping too, the dollar has reversed and rose against the Euro the past month, and had its biggest day in 8 years Friday as the commodity bubble is bursting. Oil is sown 25% and in a bear market. Gold & silver are sucking wind too, with panic selling today. Gold blew through key support levels and finished below $820 today, and is now closer to $700 than $1000. GLD is now down 19.9% and about to enter offical bear market territory.
    Wake up! and stop looking in the rearview mirror. The dollar is not dropping. It is rising.     Reply
  • commenter
    at-thebeach
    Aug 12 05:51 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    diesel Reply
  • commenter
    pennystocks2
    008
    Aug 12 04:38 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Seems to me that this guy is a professional scaremonger. Reply
  • commenter
    pockyclips
    2020
    Aug 12 04:19 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Uncle Sam may have his foot on the gas pedal, but he's thrown mothballs in the gas tank. Good for 10 miles, after that he'll be a walkin'.
    Get us to Nov. 4.
     Reply
  • commenter
    Kzoomiguy
    Aug 12 03:28 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    The writer may not know what he's talking about but this chart of USD to EUR shows that the USD is going DOWN/ EUR going UP.... where do you get your facts from? A different planet....

    finance.yahoo.com/echa...;range=2y;indicator=vo...     Reply
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