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  • IBM 2013 Cash Flow Analysis [View article]
    Early Retiree , I like your way of looking to IBM. How many years will it take for "us " IBM believers to be 100% owners of IBM, if all FCF wil be used for share buy backs if we suppose that the "revenue" investors keep the stockprice low ?
    Jan 23 05:05 PM | Likes Like |Link to Comment
  • Royal Dutch Shell, Show Me The Money In Dividends [View article]
    Dutch investor. What do we have to think about the low gas prices
    because of the shale gas revolution in US? Are the low prices more and more hurting the high gas prices in EU? Perhaps US can export
    low priced gas? Is it hurting profitabilty of RDS long term?
    Dec 4 06:11 AM | Likes Like |Link to Comment
  • Vivendi: Milking A French Cash Cow [View article]
    Thanks for the information. I also like viv and its dividend, but in the past, big french company's more than once, did too much buying to get bigger and bigger. They like to play a big role in whatever world. Its a bit common for french leading people, politicians or businessman alike,
    to play an important role. Sometimes at the cost of somebody else.
    I would like to see internal growth.
    Nov 19 05:11 AM | Likes Like |Link to Comment
  • Vivendi: Milking A French Cash Cow [View article]
    In the 3Q announcement of yesterday, i read that viv and umg have a agreement with citigroup to take over the music recording biz of EMI?
    Anybody more information on this subject?
    Nov 17 08:17 AM | Likes Like |Link to Comment
  • Vivendi: Well Defined Strategy, History of Significant Dividends Make for a Bargain at Current Price [View article]
    DirecTV has paying customers only for HD TV services, films etc.
    No thelephone or games.
    Oct 20 01:52 PM | Likes Like |Link to Comment
  • Vivendi: Well Defined Strategy, History of Significant Dividends Make for a Bargain at Current Price [View article]
    They have paying customers for looking digital HD TV, films etc. No
    telephone or games.
    Oct 20 01:46 PM | Likes Like |Link to Comment
  • Vivendi: Well Defined Strategy, History of Significant Dividends Make for a Bargain at Current Price [View article]
    LVI, do you also like Directv? Its more focused than VIV.
    Oct 9 10:50 AM | Likes Like |Link to Comment
  • Vivendi: Well Defined Strategy, History of Significant Dividends Make for a Bargain at Current Price [View article]
    I can agree you likeVivendi more than FTE. Although I own them
    both. There is probably some value in the big telco's in EU.
    As is shown today with DT selling T mobile USA to AT&T.
    67% of market value DT is equal to what they sell now.
    Mar 21 06:01 PM | Likes Like |Link to Comment
  • Vivendi: Well Defined Strategy, History of Significant Dividends Make for a Bargain at Current Price [View article]
    LVI what do you think of France Telecom?
    Mar 13 06:47 AM | Likes Like |Link to Comment
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