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mairez

mairez
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  • Has Frontier Communications Gone Up Too Far, Too Fast? [View article]
    FTR has been depressed for a long time. Now, thanks to a good business plan and effective management, the company is succeeding. I see three or four points rise over the coming 12 months. You shorts better cover.
    Apr 3 05:40 PM | 3 Likes Like |Link to Comment
  • Frontier Communications: Customer Losses Continue [View article]
    Frontier is moving it's long-time older customers to a new system and raising our fees seven bucks. That should improve their bottom line, while we stick around. But, with Comcast waiting in the wings to snatch up business, how smart is it to bump up our rates?
    May 13 04:12 PM | Likes Like |Link to Comment
  • AT&T (T -5.4%) gets slammed as 3 downgrades arrive in response to its Q1 revenue miss, the result of soft wireless subscriber adds and declining wireline revenue. There might also be concerns about whether lowering 2014/2015 capex targets (to fuel more buybacks?) is a bright idea in light of flagging growth. AT&T's 296K Q1 postpaid net adds (boosted by tablets) and 184K prepaid net losses are easily worse than Verizon's respective net adds of 677K and 43K. On the earnings call, AT&T mostly blamed wireline weakness on macro and government issues, rather than legacy voice service declines. VZ -1.9%. CTL -4%. WIN -2.2%. FTR -1.1%[View news story]
    I'm a value investor. I bought FTR primarily for it's hefty dividend and also for its low price. I own some FTR in all of my accounts. I would not add to my holdings but I'm a long way from selling. The dividend is safe for at least another year.
    Apr 24 12:30 PM | Likes Like |Link to Comment
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