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  • Thorsten Heins Speak In Waterloo, Our Takeaway [View instapost]
    Yes - for example I bought 15000 shares of LEAP and sold 14000 of them a week ago. Sold the remaining 1K at 17.20 this morning. I could kill myself, except that the money I got selling the pre-leap LEAP shares, I used to buy more NIHD. So I hope NIHD redeems me at some point with a 20+ sale. Anyway, picking myself up and hurrying off. Good quote.
    Jul 15, 2013. 12:39 PM | Likes Like |Link to Comment
  • Thorsten Heins Speak In Waterloo, Our Takeaway [View instapost]
    Just a nit: Franklin D. Roosevelt, not Churchill, said 'There is nothing to fear but fear itself.'
    (Churchill probably wished he said it.)
    Jul 15, 2013. 10:51 AM | Likes Like |Link to Comment
  • Google Should Buy NII Holdings Before Tower Sale Is Done [View article]
    Yes, it seemed like the Fools folks didn't hear or understand the CC, which most of us perceived as positive and descriptive of an already-underway increase in subcribers. They just focused on debt and a misunderstanding of the status of the 'old' technology.
    Thanks for responding.
    May 8, 2013. 12:43 PM | Likes Like |Link to Comment
  • Google Should Buy NII Holdings Before Tower Sale Is Done [View article]
    Thank you. That's what I would have thought.
    I have noticed that Motley Fool is very down on NIHD. Their latest article recommends to stay away. See the excerpt below. Would Goog be more interested in other Mexico purchases given the problems stated below (by Motley Fool):

    The Struggling Step Child

    NII Holdings (NASDAQ: NIHD) is active in Mexico with its Nextel brand. The company is stuck a generation behind its competitors and its pain will continue. It recently announced plans to sell Nextel Peru. This sale will help to finance its 3G roll out in Brazil and Mexico. The company faces a very difficult battle. Competitors like American Movil are already introducing their 4G networks.

    Mexico retained its position as the largest single country based on number of subscribers. In Q1, 2013 it was able to add 15.9 thousand new subscribers for a total of 3.9 million subscribers. Together Brazil and Mexico provide the majority of the company's 11.5 million subscribers. With competition in the Mexican market to increase, old technology and a large total debt to equity ratio of 2.1, NII holdings is best avoided.
    May 8, 2013. 12:30 PM | Likes Like |Link to Comment
  • Google Should Buy NII Holdings Before Tower Sale Is Done [View article]
    I am long NIHD and have an avg. pps of 7.30. I can't say I am crazy about Google or any company coming in and buying the company below that just because shorts have driven it down temporarily. Would your figures envision a buyout at today's 6.72 or your 'barebones' valuation of 13.31?
    May 8, 2013. 12:14 PM | Likes Like |Link to Comment
  • Could NII Holdings Be The Next Telecom Stock To Double Like Sprint? [View article]
    I was under the impression that in some of these countries there are legal limitations preventing sale of spectrum, and possibly even against a buyout. That would leave the company having to recover stock price on its own operating merits. Can you comment on this?
    Feb 9, 2013. 03:39 PM | Likes Like |Link to Comment
  • Dividend Ideas: 2 Buys, 3 Sells [View article]
    Thank you. I am still looking at it and, like you, also poised to go in at about 2.50. The REITs are a new area for me so I will watch and study for a while. However, I do see that CIM is holding steady and am watching it in relation to others in the same category. What 'appears' more safe to me is FSC at the moment.
    Mar 20, 2012. 12:17 PM | Likes Like |Link to Comment
  • Dividend Ideas: 2 Buys, 3 Sells [View article]
    I just bought into CIM Friday based on the dividend potential. I almost didn't do it because of the accounting change and price drop. Decided to take a half-position and wait to see. My feeling is that accounting delays usually means trying to doctor up some bad news. Are any of you seeing this as a buying opportunity or are you seeing it as stay away. Here is what Tim Plaehn (in this site) said:

    "Twice delaying the release of financial results is an indicator those results will reflect negatively on the company when they finally do appear. Investors should not take the feel good statement as a sign that once the results will be release that everything will be fine"

    We will see soon enough, but are there any thoughts out there about whether a further drop is a buying opportunity or not?

    Mar 18, 2012. 03:21 PM | Likes Like |Link to Comment