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CPST1

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  • Why Frontier Communications' Yield Has Reached 15% [View article]
    Same question here as the loss ran out. Not understanding the bears could always prevail negated the remedial plan of averaging down. For the Bears to have prevailed would require substantial capital, and at that the same requirement to absorb the short term loss of covering dividends. What I perceive are large (block) short positions that effectively gain from the tax rights against the cost of paying out the dividend against the gains realized from the capital gain from the short. Certainly a significant gain and one that warrants inherent speculation to assume that the gain will be realized as a build out to a long term holding. (again, I am not savvy financially or otherwise, but respect the power of institutional trading and the tools used to provide for their returns) Finally, a DRIP (dividend reinvestment plan) was used instead. However, one might expect a future dividend will be adjusted to reflect a 10% yield. But there again the difference in flagellation of the price versus the attributable gain in the market place as an emerging 21st century telecom is as been the case a difficult short term investment.
    Dec 19 04:26 PM | Likes Like |Link to Comment
  • Why Frontier Communications' Yield Has Reached 15% [View article]
    My comment is pure conjecture with no supporting data. Yet, in the course of following FTRs performance one point that came across when the ATT / T Mobile merger was announced was a distinct possibility of ATT divesting from which it seemed likely FTR could pick up at a steep discount more assets. When FTR picked up the VZ holdings they slashed the dividend in half in order to service the debt. Presumably, a similar purchase could hold true if a T deal divestiture to FTR closed. Short side trading from time to time this past year made the list of most shorted stocks. Although, somewhat difficult to understand given the short term loss from a short position is at least the dividend yield. That in part is why I comment now. A dividend yield upwards of 10% which now has reached 15% and the stock has lost half of its value in one year. Perhaps, one of the more aggressive trades of the year. One I surely haven't seen before.
    Dec 19 11:25 AM | 1 Like Like |Link to Comment
  • 23 High Dividend Stocks Being Targeted by Short Sellers [View article]
    FTR is on the right track. Apparently, they've held a meeting with Wells Fargo, and that with the AT&T, T-Mobile merger, I have read that it is possible should the merger be approved that T will divest holdings that FTR would then buy. FTR is paying down the landline purchase from VZ, of which scheduled payments of the loan are held and, or accrued in escrow. Therefore, in order for FTR to buy any T holdings they would have to raise monies beyond what they are carrying to repay for the VZ purchase. The remaining question is what would AT&T have to divest that could benefit FTR? If in part the answer is a customer landline base in areas where FTR competes with T, then of course FTR could benefit in dramatic fashion. When FTR bought lines from VZ the stock price bottomed out at $7.05 with a spin off cost basis at or around $7.40 for VZ shareholders. All the while the dividend has held up and the stock "pumped" as a high dividend bonanza. Shorts are likely looking for a reduction in the dividend, and an after T merger price of $7 with a substantial upside swing when shorts cover. Only that, I expect most of the short interest is against the box.
    Jul 1 06:18 AM | Likes Like |Link to Comment
  • Did Nokia Win the Battle Against Apple, But Lose the War? [View article]
    Nokia’s first Windows Phone leaked, codenamed “Sea Ray” (video) bit.ly/kcGHsX
    Jun 23 10:55 AM | Likes Like |Link to Comment
  • Google Android Faces Legal Threats [View article]
    Plus, the possible patent settlement(s) with Nokia. The bid for Nortel patents, and as mentioned the overriding infringement involved with Oracle. Troublesome. Any Chrome problems?
    Jun 22 08:27 AM | Likes Like |Link to Comment
  • States look to Internet taxes to close budget gaps [View article]
    Let me guess? Hong Kong (Buy it now - shipping included)
    Jun 19 09:48 PM | 2 Likes Like |Link to Comment
  • Groupon Restructures International Operations as Mason Goes to China [View article]
    It has Flash Trading all over it. The only thing missing is "Publishers Clearing House" At that, the unsuspecting new Smartphone owner may well some day install an App that makes the phone flash and buzz, as it alerts them they are the 10,000th shopper to walk through the door. The real frill and a great one would be Casino Points. Mobile Broadband has only just begun and it will be as foreign to new users as it is to the marketplace of the skeptical and those that speculate. I have the same reservations about the Bank of Google, but it's already hit $600 a share.
    Jun 11 05:04 PM | Likes Like |Link to Comment
  • Why Major Telecoms Are in Trouble [View article]
    Mobile broadband isn't mentioned. Or that there are 100s of millions of users in the cellular phone marketplace. At present there are at last count only 1 million 4GLTE subscribers and 17 plus million Wi-Max subscribers the rest are on the 3G networks. (numbers are approx.)

    In the transition towards 4gLTE or simply mobile broadband there will in some ways be a disconnect between DSL speeds when compared to the upper limits of mobile broadband. In order to match the speed of a mobile broadband modem a DSL user would have to up their connection speeds to the near limit of their respective DSL plans. In other terms the demand cloud computing will place on connection speeds will have as much the same effect.

    I respect the article yet find the evolution of technology and the pace it can change at is in normal terms about as quick as any respective user can manage. Some cell phone providers will state that they are expecting 10x growth a year, yet even that figure only implicates the bandwidth as a function of users and fails to attribute growth in exponential form as a function of types or number of devices required on either end of the spectrum. Like that of finding ways to squeeze 300Mbps out of copper. The challenge in the near term as it has been all along is to continue to build a network that best serves a level of understanding through a greater level of communication. To that end I am bias towards Microsoft and look forward to the release of the Windows 8 platform that works on any device it is installed.
    Jun 9 11:42 AM | 1 Like Like |Link to Comment
  • Why Nokia's Grand Plan Will Fail [View article]
    Not true. Generic to what? The American way of thinking? Nokia expressed some concern when developing the S40 platform that it was better suited along a cultural divide. That's my understanding of what I perceive as not everybody does the same thing the same way. Nokia might fail in some parts of the world, but is more open when it comes to developing technology for less developed countries.

    If you could write free hand on a tablet. Then why learn only to use "Twitter" or, Groupon for that matter.

    The problem with teenagers these days is thinking they'll grow up to be computers.
    Jun 8 03:32 PM | Likes Like |Link to Comment
  • Why Nokia's Grand Plan Will Fail [View article]
    Acer makes a valid and explicit point that is tantamount to the user experience of what Microsoft described during the Windows 8 presentation as "Immersion Internet Computing" based on Touch-centric interface and application experience. (see video presentation)

    microsoftfeed.com/2011.../

    I agree with Acer, believing a computer can now be built to work more closely with the identity of the user, than the entity of the hardware. Acer will likely prevail, or so I hope that they can build a machine that is as expressive as it is functional. I thought Microsoft in their presentation was just in proving that a new logic now exists when integrating apps.

    A partial list of builtin sensor hardware now includes gyros, GPS, magnetometers, WiFi, proximity sensor, light adjustment for the screen and lots of other features.

    In turn, as stated in this article the "feature phone" is circling the drain. Mobile broadband Smartphones will likely be the easiest device to carry around. More so than a tablet.

    seekingalpha.com/artic...



    Jun 8 12:49 PM | Likes Like |Link to Comment
  • Why Nokia's Grand Plan Will Fail [View article]
    True. BTW, Good article you wrote. What Google is and is Not.
    seekingalpha.com/artic...

    Side note: Acer concerned on Microsoft rules for new Windows
    "The industry does not belong to Microsoft and it does not belong to Intel. It belongs to all participants. They cannot make the decision for all of us. That is the problem," Wong said.

    www.marketwatch.com/st...
    Jun 8 10:24 AM | Likes Like |Link to Comment
  • Apple Moves the Digital Hub From the Mac to iCloud [View article]
    "DROID"

    seekingalpha.com/artic...

    "Watson"

    seekingalpha.com/searc...


    Balmer
    Jun 7 06:16 AM | Likes Like |Link to Comment
  • Apple Moves the Digital Hub From the Mac to iCloud [View article]
    Eventually IBM did launch satellites in order to link Mainframes. Apple is setting up so the Tablet is now complete. It is able to read and write to its backend. Mainframes (data storage) at University's will likely carry a lighter load as more students use Apple products that back up to the newest data center Apple has online. As Apple's product line diversify so to can the data centers be engineered to act as Mainframe computation centers. I'm not so sure IBM ever planned for an iCloud University though?
    Jun 6 09:37 PM | Likes Like |Link to Comment
  • Valuation and U.S. Debt [View article]
    Reading the article as written is lively. Living the reality of the stimulus package in no uncertain terms surrounds us like chimps.

    The Stimulus Boondoggle In Maine
    Looking at the data from Maine, we find some troubling information. In the first congressional district (Chellie Pingree’s), the Federal government has allocated $491,144,080 (that is about $770.48 per resident of the district. What has Maine gotten for that 491 million dollar investment? www.pinetreepolitics.c.../


    Then, just yesterday (6/2/11)

    For the first time in 20 years, state government sold Maine “general obligation” bonds on a purely transparent and competitive basis.
    content.govdelivery.co...

    Fraud is a destroyer of the market process itself because market participants need to rely on the veracity of other market participants.
    Jun 3 08:54 PM | 1 Like Like |Link to Comment
  • Why Nokia's Grand Plan Will Fail [View article]
    I just don't buy it that Nokia working with Microsoft is doomed to fail. Or that, Nokia will stumble over and go away. I do fail to understand the cost of losing market share at the onset through the first production cycle of Smartphones. Only that, I assume Nokia has capacity within its production lines to retool and build a generation of products that incorporate the features that the next generation of chips now in production have to offer. Within that realm of production one could expect Nokia to introduce a new product line that stems away from the traditional cellphone market place. Nokia is a world wide brand that is well respected in the market place from which it is possible to introduce innovative hi-tech devices. To that end Nvidia has at least one quad core processor up its own sleeve to introduce, and it appears to be the sort of advancement that is very much a game changer.

    Twitter CEO, Dick Costolo : "Mobile usage up 150% since beginning of year"

    "Almost 60% of moms use a smartphone—and they spend over six hours a day on it" - @talk2chia, on the importance of mobile strategy for moms
    Jun 1 04:56 PM | 1 Like Like |Link to Comment
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