Equity4all's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/242719/comments http://seekingalpha.com/article/176152-debt-based-positions-the-great-mirage?source=feed#comment-788180 788180

On Dec 02 10:59 AM chris coonan wrote:

> Americans need to understand that home ownership is not holding a
> mortgage on a property. You are renting from a bank. You are in effect
> an extreme renter, because you have taken a huge financial risk by
> taking a mortgage. Our tax code needs to be adjusted to stop misleading
> people into thinking home ownership is a requirement for success.]]> Thu, 03 Dec 2009 08:37:00 -0500

On Dec 02 10:59 AM chris coonan wrote:

> Americans need to understand that home ownership is not holding a
> mortgage on a property. You are renting from a bank. You are in effect
> an extreme renter, because you have taken a huge financial risk by
> taking a mortgage. Our tax code needs to be adjusted to stop misleading
> people into thinking home ownership is a requirement for success.]]> http://seekingalpha.com/article/152796-no-end-to-sprint-s-hemorrhaging-in-sight?source=feed#comment-616341 616341
They dropped Nxtl's rate plans from $70/month to $50/month ostensibly to reduce the number of rate plans and negate the difference between networks. What they did was to diminish the value of Direct Connect!! LOL

S doesn't get it, never did, never will. The same BOD who chooses executives and determines strategy, is still at the helm and hasn't changed its spots!

S's BOD has done an excellent job of managing this company over the last 20 years! Answer: NOT!]]> Wed, 05 Aug 2009 11:40:59 -0400
They dropped Nxtl's rate plans from $70/month to $50/month ostensibly to reduce the number of rate plans and negate the difference between networks. What they did was to diminish the value of Direct Connect!! LOL

S doesn't get it, never did, never will. The same BOD who chooses executives and determines strategy, is still at the helm and hasn't changed its spots!

S's BOD has done an excellent job of managing this company over the last 20 years! Answer: NOT!]]> http://seekingalpha.com/article/121694-eight-reasons-bank-of-america-is-going-to-20?source=feed#comment-397649 397649
Jason, did they really have a choice? If they didn't pay the Preferred Div to the G, they would most certainly be a prime candidate for nationalization regardless of the political and socioeconomic tenets espoused by the administration.

I have several hundred thousand dollars in CD's maturing this week and if BAC does not offer competitive rates I will be re-directing those funds elsewhere. Assuming I am not alone, I believe that there will be other depositors who will do the same thing as me, and when they all do it in concert, it will adversely affect BAC's capital ratios.

Disclosure: I hold BAC stock and am a long term client. I love the services they render and believe in them for the long run; but, I need to protect my money and get a decent rate of return with as little risk as possible. ]]> Sat, 21 Feb 2009 09:50:32 -0500
Jason, did they really have a choice? If they didn't pay the Preferred Div to the G, they would most certainly be a prime candidate for nationalization regardless of the political and socioeconomic tenets espoused by the administration.

I have several hundred thousand dollars in CD's maturing this week and if BAC does not offer competitive rates I will be re-directing those funds elsewhere. Assuming I am not alone, I believe that there will be other depositors who will do the same thing as me, and when they all do it in concert, it will adversely affect BAC's capital ratios.

Disclosure: I hold BAC stock and am a long term client. I love the services they render and believe in them for the long run; but, I need to protect my money and get a decent rate of return with as little risk as possible. ]]> http://seekingalpha.com/article/121799-madoff-stanford-sagas-new-twists?source=feed#comment-397633 397633

On Feb 21 01:20 AM pelican wrote:

> "All of which begs the question of what were his employees doing?
> Did they just show up, surf the Internet and text friends for all
> those years?"
>
>
> Exactly! I was thinking the same thing. IMO, this thing is too
> big for just one person to run things.
>
>
>
> ]]> Sat, 21 Feb 2009 09:40:34 -0500

On Feb 21 01:20 AM pelican wrote:

> "All of which begs the question of what were his employees doing?
> Did they just show up, surf the Internet and text friends for all
> those years?"
>
>
> Exactly! I was thinking the same thing. IMO, this thing is too
> big for just one person to run things.
>
>
>
> ]]> http://seekingalpha.com/article/121799-madoff-stanford-sagas-new-twists?source=feed#comment-397629 397629

On Feb 21 08:27 AM Vuke wrote:

> How did this stuff ever get off the ground? The very idea of giving
> your money to someone, who then gives it to someone else, who then
> uses it to gamble is nutty beyond belief. Any "regulator" who swallowed
> this story is either in on it or a fool.]]> Sat, 21 Feb 2009 09:39:20 -0500

On Feb 21 08:27 AM Vuke wrote:

> How did this stuff ever get off the ground? The very idea of giving
> your money to someone, who then gives it to someone else, who then
> uses it to gamble is nutty beyond belief. Any "regulator" who swallowed
> this story is either in on it or a fool.]]> http://seekingalpha.com/article/121799-madoff-stanford-sagas-new-twists?source=feed#comment-397624 397624
We the honest and responsible, have been snookered by the dishonest and reckless! ]]> Sat, 21 Feb 2009 09:36:21 -0500
We the honest and responsible, have been snookered by the dishonest and reckless! ]]> http://seekingalpha.com/article/91012-dan-hesse-sprint-and-the-anatomy-of-taking-a-ceo-job?source=feed#comment-231036 231036
Dan Hesse, who I believe is a good man, finds himself in an untenable position; but, he can I believe, turn your ship around if he has enough time to enact his strategy, if it is executed properly and if the financial picture of the company can be rectified and held together long enough for him to meet his objectives.

If you don't like where you are remember this; you live in America, where you can exercise the right to work wherever and for whomever you want. Instead of writing negative things about the company you work for, I would suggest that you seek another employer since it is apparent, that you are psychologically defeated and that is neither good for you, or the company you work for. You should do yourself and your employer a favor, and exercise the aforementioned right of employment that is afforded you by this great country we live in, and move on.

IMHO S's financial picture is bleak. It WAS a result of the merger. My opinion is that GF, TD, MA and PS executed their short-term strategy and succeeded at the company's and shareholders' expense. That strategy was to:

Lever Nxtl with no intention of ever paying down the debt, but to perform bond exchanges ad infinitum until a buyer could be found to foist the debt and company upon; put together a specious spectrum swap transition plan for iDEN that is now S's bane, have S pay way too much for Nxtl's assets and the cadre of execs would stay on board long enough so that all could be paid handsomely while exercising stock options of the combined company's 'watered stock', and then bail out multi-millionaires just before the write-down of massive Good-Will was reported, never to work again. That was it in a nutshell and it worked well for them but hurt a lot of people who trusted that they were in it for the long haul.

Of course all have one thing in common. Cupidity and the knowledge to use OPM to garner control and power. People are predictably attracted to the money, and really don't care where it comes, ill-gotten or otherwise, as long as it is directed to them.

This is of course my own opinion regarding your company's past and present situation. I do not and have never owned S stock nor do I or have I ever shorted it. This is simply an expression of my opinion based on anecdotal data dots that I have connected.

Good luck with your job search. ]]> Fri, 15 Aug 2008 09:29:58 -0400
Dan Hesse, who I believe is a good man, finds himself in an untenable position; but, he can I believe, turn your ship around if he has enough time to enact his strategy, if it is executed properly and if the financial picture of the company can be rectified and held together long enough for him to meet his objectives.

If you don't like where you are remember this; you live in America, where you can exercise the right to work wherever and for whomever you want. Instead of writing negative things about the company you work for, I would suggest that you seek another employer since it is apparent, that you are psychologically defeated and that is neither good for you, or the company you work for. You should do yourself and your employer a favor, and exercise the aforementioned right of employment that is afforded you by this great country we live in, and move on.

IMHO S's financial picture is bleak. It WAS a result of the merger. My opinion is that GF, TD, MA and PS executed their short-term strategy and succeeded at the company's and shareholders' expense. That strategy was to:

Lever Nxtl with no intention of ever paying down the debt, but to perform bond exchanges ad infinitum until a buyer could be found to foist the debt and company upon; put together a specious spectrum swap transition plan for iDEN that is now S's bane, have S pay way too much for Nxtl's assets and the cadre of execs would stay on board long enough so that all could be paid handsomely while exercising stock options of the combined company's 'watered stock', and then bail out multi-millionaires just before the write-down of massive Good-Will was reported, never to work again. That was it in a nutshell and it worked well for them but hurt a lot of people who trusted that they were in it for the long haul.

Of course all have one thing in common. Cupidity and the knowledge to use OPM to garner control and power. People are predictably attracted to the money, and really don't care where it comes, ill-gotten or otherwise, as long as it is directed to them.

This is of course my own opinion regarding your company's past and present situation. I do not and have never owned S stock nor do I or have I ever shorted it. This is simply an expression of my opinion based on anecdotal data dots that I have connected.

Good luck with your job search. ]]> http://seekingalpha.com/article/91012-dan-hesse-sprint-and-the-anatomy-of-taking-a-ceo-job?source=feed#comment-230748 230748
God bless and good luck!]]> Thu, 14 Aug 2008 21:02:17 -0400
God bless and good luck!]]> http://seekingalpha.com/article/90242-whatstrading-s-weekly-top-5-options-ideas-euro-sprint-freeport-mcmoran-wamu-gdx?source=feed#comment-229268 229268 Wed, 13 Aug 2008 08:58:42 -0400 http://seekingalpha.com/article/90484-wireless-carriers-sprint-and-t-mobile?source=feed#comment-229238 229238
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.]]> Wed, 13 Aug 2008 08:25:03 -0400
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.]]> http://seekingalpha.com/article/89162-earnings-preview-sprint-nextel-corporation?source=feed#comment-229226 229226
As Cramer aptly stated the other night; stocks that sell for less than $10 can cost you big time, and they are selling for less than $10 for a reason. A $1 move on a $10 stock is a 10% move. As the price declines, subsequent decrements are magnified in percentage terms.
Most of the time 'fallen Angels' such as S are there due to poor management, culture clashes and poor execution in all functional areas. A good example of that would be Lucent before its merger with Alcatel and Alcatel Lucent after the merger. Mergers don't save bad companies.

Another thing to look at is their debt to equity ratio and how many times they cover interest payments. Their bonds are rated junk. Therefore, I might take a stab at their bonds, but certainly not their stock.

I am sure that many of you are S employees trying to hype the company and move the stock price in a northerly direction. My advice would be to go out and win new customers while taking care of your existing one's and stay off of these message boards. Let your actions and the financial fundamentals do your talking. So far, the results and performance of this company and its stock price is abysmal at best.

My advice, go buy a cd...at least you'll sleep well. ]]> Wed, 13 Aug 2008 08:08:42 -0400
As Cramer aptly stated the other night; stocks that sell for less than $10 can cost you big time, and they are selling for less than $10 for a reason. A $1 move on a $10 stock is a 10% move. As the price declines, subsequent decrements are magnified in percentage terms.
Most of the time 'fallen Angels' such as S are there due to poor management, culture clashes and poor execution in all functional areas. A good example of that would be Lucent before its merger with Alcatel and Alcatel Lucent after the merger. Mergers don't save bad companies.

Another thing to look at is their debt to equity ratio and how many times they cover interest payments. Their bonds are rated junk. Therefore, I might take a stab at their bonds, but certainly not their stock.

I am sure that many of you are S employees trying to hype the company and move the stock price in a northerly direction. My advice would be to go out and win new customers while taking care of your existing one's and stay off of these message boards. Let your actions and the financial fundamentals do your talking. So far, the results and performance of this company and its stock price is abysmal at best.

My advice, go buy a cd...at least you'll sleep well. ]]>