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tradewin

tradewin
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  • 3 Reasons Why Verizon And AT&T Shares Should Be Sold Now [View article]
    Value Line is pretty respectable. Looks to me like you bought T on a decent pullback here. Giving up the divs. on your 15000 of MO for your purchase of T sounds like a reasonable decision. T is a bit more volatile but I noticed MO did not come out of this recent market correction unscathed. It's a tough choice gman, they're both good in my opinion.
    Jun 23 02:21 PM | Likes Like |Link to Comment
  • 3 Reasons Why Verizon And AT&T Shares Should Be Sold Now [View article]
    It is interesting that T's foreign acquisition outlook, from my observation anyway, seems to be accelerating. How it will affect the bottom line - not sure, but it's almost a certainty any profits will not be repatriated. That tax holiday declared in '04 allowed many companies to bring back a lot of cash, but I don't see that happening again any time soon. Good trading to you.
    Jun 23 01:54 PM | Likes Like |Link to Comment
  • 3 Reasons Why Verizon And AT&T Shares Should Be Sold Now [View article]
    I know T is interested in India, the Netherlands also. There isn't a whole lot to retrieve from EDGAR on any of this. I look at the 13-D's but the SC-13E4F is the one I believe relates to foreign filings. Yes America Movil. There are many filings for that. T did have an interest in the Vodaphone stake in Europe, but I think it was contingent on whether the VZ and Vodaphone merger went through. The India deal was with Reliance. Not easy to get data on this.
    Jun 23 12:28 PM | Likes Like |Link to Comment
  • 3 Reasons Why Verizon And AT&T Shares Should Be Sold Now [View article]
    Congrats on your 30 yrs.. Yes, those new hires certainly have a slimmed down contract. Same w/ T. Enjoy those good divs..
    Jun 23 12:15 PM | 1 Like Like |Link to Comment
  • More Similarities To The Market Peak In 1973 [View article]
    Tu quoque.
    Jun 22 11:41 PM | Likes Like |Link to Comment
  • More from Hilsenrath: While the taper and end of QE may be near, Bernanke never suggested rate hikes are in the picture, and even suggested ZIRP could remain even after unemployment falls below 6.5%. Additionally, only 4 on the FOMC thought there would be higher rates before 2014, one less than the last projection in March. Don't forget dissent #2 - "A hawk became a very vocal dove," writes Hilsenrath, referring to Jim Bullard (ed: Calling Bullard a hawk is a stretch). Previous: Bullard explains his dissent. The 1 PM headline was good for 100 points on the Dow (DIA), but it's now returned to flat. [View news story]
    Bullard is splitting hairs. This had to be announced at some point in time. Bernanke stepped up to the plate.
    Jun 22 11:10 PM | Likes Like |Link to Comment
  • More Similarities To The Market Peak In 1973 [View article]
    Stick to chemistry.
    Jun 22 10:54 PM | Likes Like |Link to Comment
  • AT&T (T) is now fully on board the 4G prepaid bandwagon. A week after adding 4G support to its GoPhone prepaid plans, the carrier is adding it to its somewhat more upscale AIO prepaid plans (launched in May). AT&T's change-of-heart on AIO suggests it's willing to risk cannibalizing a part of its lucrative postpaid base on account of the prepaid smartphone market's rapid growth and intensifying competition. Prepaid-dependent T-Mobile USA (TMUS) and Leap Wireless (LEAP) are among the carriers in AT&T's crosshairs. [View news story]
    Smart move.
    Jun 22 10:43 PM | Likes Like |Link to Comment
  • More Similarities To The Market Peak In 1973 [View article]
    China's AGR was 7.83%. That sounds good, but not enough for them considering their current needs. Their weakness will help keep inflation here in check. The trade gap between China and the U.S. fell to it's lowest point in 3 years in April. Our second largest trading partner. We are buying less and selling more. Doesn't mean they can't fight back with subsidized products, but with a rising dollar, not likely.
    Jun 22 09:53 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why Verizon And AT&T Shares Should Be Sold Now [View article]
    I know that. I'm a member of one. Many pension funds in this country are not in healthy shape. The pension trust for T is. For management and union. I'm wondering if VZ has plans to unload it's obligation to their unionized employees
    Jun 22 09:25 PM | Likes Like |Link to Comment
  • More Similarities To The Market Peak In 1973 [View article]
    Sure there are similarities. I just can't see how they are any indication of the direction we are headed in the future.
    It's a global economy now. And in 1973 China wasn't even part of that equation, which it is now. Along with Russia. Thanks for the article Sy, I just don't agree with it.
    Jun 22 12:30 PM | 2 Likes Like |Link to Comment
  • 3 Reasons Why Verizon And AT&T Shares Should Be Sold Now [View article]
    This might interest you to know. Kevin Fitchard wrote an article in Gigacom on 06-10-13, about how Comcast pimps out their customers with their dual signal systems in order to increase their reach with Wi-Fi.
    Jun 21 09:01 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why Verizon And AT&T Shares Should Be Sold Now [View article]
    The $9.5B that T injected into theirs, which by the way was tax deductible and did not affect their cash flow, brings it back to solvent. The Teamster's is in dire straights with no sign of getting better. These funds took a big hit during the meltdown which most haven't recovered from.
    Jun 21 08:50 PM | Likes Like |Link to Comment
  • 3 Reasons Why Verizon And AT&T Shares Should Be Sold Now [View article]
    Onlyapps, Didn't know it was management. I just remember something about the Vodaphone deal. VZ tried to do something with union employees, that's when I saw something written about Prudential. Do you know if that trust is underfunded?
    Jun 21 12:04 AM | Likes Like |Link to Comment
  • 3 Reasons Why Verizon And AT&T Shares Should Be Sold Now [View article]
    T and VZ have no pension liabilities. T refunded their pension trust last year by $9.5B, still pending approval by the DOL. VZ sold off their pension to Prudential couple of months back. Utilities are traditionally interest rate sensitive, but T has extended their buy-back in order to take advantage of recent low rates.
    Jun 20 08:40 PM | 2 Likes Like |Link to Comment
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