Vivendi (VIVHY.PK) has offered to buy Dailymotion from France Telecom (FTE) now that the French government has thwarted Yahoo's bid, Reuters reports. In addition, a consortium headed by the founder of upstart French carrier Iliad is said to have made a bid at a "much lower price" than Yahoo's. Meanwhile, the government's actions have received plenty of local criticism, particularly from French entrepreneurs who think they could discourage foreign investment. [View news story]
Nothing like the government ensuring a stock price stays depressed, than them interfering with which companies can bid for FTE assets.
Very excellent advice and analysis. It's great to read articles like this and it helps me affirm and nurture the soft foundation I have laid in my retirement plans. (Just started saving for retirement 17 months ago).
You are right, it's not Intel's fault launched their first smartphone products in 2012.
Hopefully whatever the next big evolution in hardware is, maybe a compeditor will be kind enough to clue Intel in before the next big technology push.
/Sarcasm off.
Seriously though, you are right. Intel has a 0.0014 marketshare. It's first products launched in 2012. Unfortunately, it's marketshare is likely going to drop next year. Mostly becuase they've already reported having about a few more than million units avliable in 2013, the same as roughly 2012 in which they shipped about a million. Which given an expanding market, means that market share is going to shrink the first year after they're introduction.
According to the International Data Corporation, 712.6 million smartphones were shipped globally in 2012, which was 44.1% more than in 2011.
How many of those smartphones had Intel inside?
About ... 0.0014%...
Add in Intel's equally lackluster success in Tablets. Add in declining PC sales.
This is risk that is missing from the article. In other words Intel did miss the boat. It missed millions of little boats in the backs of people pockets in 2012. Not to mention the millions in 2011, 2010, 2009, 2008.....
The silver lining however is hopefully in 2014 or 2015. If Intel can move everything to the 14nm process. If they can do it, and if the 16nm tech by TSMC and others fails, there is a ray of sunshine that still might bring Intel up to the 48$ per share level.
This success however is dependent on the success of Intel and the failure of competitors that have been eating Intel's lunch for several years now. Competitors that aren't going to roll over easily.
I have hope, but lets be realistic about Intel's failures. How the failures have cost the company billions in revenue. I'm not precluding Intel from future success, just that the only way Intel can succeed is if they can leap frog their tech ahead of competitors that own the market.
Tenet (THC +3.3%) shares move up today after CRT Capital boosts its rating to Buy and sets a $51 target. The firm cites a number of positive catalysts, including it's strong quarterly performance recently, improved free-cash flow and expected benefits from the health-care overhaul, whose positive impact hasn't even been felt yet. CRT says the Street may be significantly underestimating the power of upcoming reform measures, which aren't even set to kick in until 2015. [View news story]
Any company whose purpose is to profit at the misfortune of illness will find a way.
Short of a major change in a business, it's dividend policy, I plan on holding all my stocks. I know I could maximize my money by selling and rebuying, but I just prefer to hold and let time and compounding do it's work.
Another topic I find myself debating is opportunity cost. Right now I have some debt that I would like to pay off. I am planning to sell off my BAC and C positions to pay off that debt. Now in the future I can repurchase my BAC and C positions, but obviously not for where I orginally got them and so I risk the different between my sell price and a future theoretical purchase price. At this point I am trying to weigh out, is the stock price going to go up in X period of time to such a degree that the missed profit is so high that is outweighs and charges incured by debt.
France Telecom And Telefonica: Undervalued, Upgraded, And Strong Buys [View article]
FTE, also downgraded by S&P this month. It has shown 5 year's of stock price declines. It has had to reduce it's dividend. Increased competition and a economic enviroment that is just plain dismal. TEF had to suspend it's dividend to pay down crazy amounts of debt.
Start Investing Now For Retirement Wealth [View article]
I enjoyed the article, though the take away seems to be start early. Unfortunately I am late to the game, 35 and just one year of retirement savings under my belt. The average Joe whom hasn't started isn't going to be able to catch up and handouts are going to be required. Though I wonder if I could do better with my own SS dollars. Still, overall a good article.
But math states that Intel will have to reinvent itself at some point. Moores law isn't going to go on forever on silicon. Intel is going to have to change gears at some point and move from silicon to quantum or some other substrate. Some other companies are going to have a fresh crack at what will drive computing, it may be intel, it may be someone else. But it isn't going to be like the silicon today.
That said, a beverage company is going to be selling beverages for the next 100 years and no amount of change is going to change consumption of beverages short of the appocolapse
Telefonica (TEF) sells its U.K. wireline voice/broadband opts to BSkyB (BSYBY.PK) for £200M ($300M). ISP Review observes the business had 560K subs as of Q4, down from a peak of 672L in Dec. '10. Telefonica has been working hard to pare its massive debt load: according to yesterday's Q4 report (.pdf) net debt fell by €5B in 2012 to €51.3B ($66.7B), and Telefonica is hoping to bring it under €47B ($61.1B) by the end of 2013. [View news story]
Unfortunately it's fire sales while paying down debt aren't helping shareholder value imo
Can France Telecom Maintain Its Generous Dividend? [View article]
I think the fluff above it said something to the effect that FTE was working towards it's goal of turning around the company by sometime in 2015. Then it qualified that turn around on the absense of negative factors that have fueled it's 5 year decline.
Vivendi (VIVHY.PK) has offered to buy Dailymotion from France Telecom (FTE) now that the French government has thwarted Yahoo's bid, Reuters reports. In addition, a consortium headed by the founder of upstart French carrier Iliad is said to have made a bid at a "much lower price" than Yahoo's. Meanwhile, the government's actions have received plenty of local criticism, particularly from French entrepreneurs who think they could discourage foreign investment. [View news story]
Condition Of The Market - April 2013 [View instapost]
Let's Start From The Beginning [View instapost]
Can France Telecom Maintain Its Generous Dividend? [View article]
Intel: $48 Per Share In 4 Years [View article]
Hopefully whatever the next big evolution in hardware is, maybe a compeditor will be kind enough to clue Intel in before the next big technology push.
/Sarcasm off.
Seriously though, you are right. Intel has a 0.0014 marketshare. It's first products launched in 2012. Unfortunately, it's marketshare is likely going to drop next year. Mostly becuase they've already reported having about a few more than million units avliable in 2013, the same as roughly 2012 in which they shipped about a million. Which given an expanding market, means that market share is going to shrink the first year after they're introduction.
Intel: $48 Per Share In 4 Years [View article]
How many of those smartphones had Intel inside?
About ... 0.0014%...
Add in Intel's equally lackluster success in Tablets.
Add in declining PC sales.
This is risk that is missing from the article. In other words Intel did miss the boat. It missed millions of little boats in the backs of people pockets in 2012. Not to mention the millions in 2011, 2010, 2009, 2008.....
The silver lining however is hopefully in 2014 or 2015. If Intel can move everything to the 14nm process. If they can do it, and if the 16nm tech by TSMC and others fails, there is a ray of sunshine that still might bring Intel up to the 48$ per share level.
This success however is dependent on the success of Intel and the failure of competitors that have been eating Intel's lunch for several years now. Competitors that aren't going to roll over easily.
I have hope, but lets be realistic about Intel's failures. How the failures have cost the company billions in revenue. I'm not precluding Intel from future success, just that the only way Intel can succeed is if they can leap frog their tech ahead of competitors that own the market.
France Telecom And Telefonica: Undervalued, Upgraded, And Strong Buys [View article]
Tenet (THC +3.3%) shares move up today after CRT Capital boosts its rating to Buy and sets a $51 target. The firm cites a number of positive catalysts, including it's strong quarterly performance recently, improved free-cash flow and expected benefits from the health-care overhaul, whose positive impact hasn't even been felt yet. CRT says the Street may be significantly underestimating the power of upcoming reform measures, which aren't even set to kick in until 2015. [View news story]
Market Strategies - Buy Low, Sell High [View instapost]
Another topic I find myself debating is opportunity cost. Right now I have some debt that I would like to pay off. I am planning to sell off my BAC and C positions to pay off that debt. Now in the future I can repurchase my BAC and C positions, but obviously not for where I orginally got them and so I risk the different between my sell price and a future theoretical purchase price. At this point I am trying to weigh out, is the stock price going to go up in X period of time to such a degree that the missed profit is so high that is outweighs and charges incured by debt.
France Telecom And Telefonica: Undervalued, Upgraded, And Strong Buys [View article]
Start Investing Now For Retirement Wealth [View article]
The Perfect Portfolio [View article]
That said, a beverage company is going to be selling beverages for the next 100 years and no amount of change is going to change consumption of beverages short of the appocolapse
Telefonica (TEF) sells its U.K. wireline voice/broadband opts to BSkyB (BSYBY.PK) for £200M ($300M). ISP Review observes the business had 560K subs as of Q4, down from a peak of 672L in Dec. '10. Telefonica has been working hard to pare its massive debt load: according to yesterday's Q4 report (.pdf) net debt fell by €5B in 2012 to €51.3B ($66.7B), and Telefonica is hoping to bring it under €47B ($61.1B) by the end of 2013. [View news story]
Can France Telecom Maintain Its Generous Dividend? [View article]
Can France Telecom Maintain Its Generous Dividend? [View article]