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AggGrow

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  • Sprint Needs To Increase Pace Of Improvement To Stay Alive [View article]
    Clueless. Now I am confident that this is a pumper. Before I just suspected.

    So I ask you, my financial wizard, why WiFi is doing so well? I guess it's lower freq spectra, huh? 2.4 vs. 2.5. Brilliant!
    Jul 24, 2015. 12:16 PM | Likes Like |Link to Comment
  • Sprint Needs To Increase Pace Of Improvement To Stay Alive [View article]
    Can you imagine the rape and pillage with just two carriers? The FCC cannot and will not let that happen. Remember that Sprint and TMoble never announced a plan to merge - they were just scared off by the FCC. The FCC probably will DEEPLY regret not fostering such a plan (unless there is some unholy alliance).
    Jul 24, 2015. 12:15 PM | Likes Like |Link to Comment
  • U.S. Steel Is Undervalued [View article]
    All good, but not sure why trade barriers are necessary. If the Chinese are subsidizing steel, it's to their own long-term detriment, right. I mean, if they can mine, fabricate and transport steel and deliver it at a price in NA that beats local suppliers, barriers would only hurt local consumers. I get that we want the jobs, but we should be able to compete with them, or we should buy from them. (Assuming the fortune cookie crack is just that!)
    Jul 22, 2015. 03:37 PM | 1 Like Like |Link to Comment
  • Sprint Needs To Increase Pace Of Improvement To Stay Alive [View article]
    RG - I do. Sprint still has a recognizable brand and a huge asset in cornered High-GHz spectrum. Sprint's problem - like before, is that leadership took the path they thought was easier, and now they're suffering the consequences. The Nextel acquisition was a nightmare and cost the company big, but Hesse seemed to solve those problems and put them of a course to success. His dual strategy of acquiring Clearwire and building out the network were obvious, if not brilliant. Of course, he needed money to do that and money is ALWAYS stupid. Letting Softbank have any control whatsoever was his big mistake. They fired Hesse, replaced him with a handset merchant and killed the network buildout. If they wanted to become a retailer, they did a great job because that's all they are now. They can pay off their debt by selling that spectrum, since they now hove no chance to monetize it and can be the new Radio Shack. A real long-play if ever I saw one (Not).

    I recognize this answer is a bit schitzo, but I feel that Sprint could actually re-become a carrier, but they've got to get rid of Softbank - yesterday!
    Jul 9, 2015. 08:09 PM | Likes Like |Link to Comment
  • Sprint suffers worst one-day loss since November [View news story]
    True dat!
    Jul 9, 2015. 01:00 AM | Likes Like |Link to Comment
  • Sprint suffers worst one-day loss since November [View news story]
    Nah! Milk this one. If you've been able to abide the coverage, there's no reason to quit. If the BOD fires Masa (so to speak) and brings on a proper leader, you never know what might happen.
    Jul 9, 2015. 12:59 AM | Likes Like |Link to Comment
  • Sprint suffers worst one-day loss since November [View news story]
    I doubt that. It's just more of the same stagnancy.
    Jul 9, 2015. 12:56 AM | Likes Like |Link to Comment
  • Sprint suffers worst one-day loss since November [View news story]
    Except that Sprint has been promising to upgrade it's network for nearly a decade and so far - nada - zip - zilch. When they had the chance, Masa decided to do a little financial engineering rather than hard work, and it didn't work out so well. Now he has a handset merchant as a CEO. Is there any wonder why their performance as a CARRIER is sub-subpar?

    Sprint's biggest asset is it's high frequency spectrum, but without a way to monetize that, there's simply no there there.

    Sorry to say this, but think it through. Hesse was our best bet, and now it's all over but for the crying.
    Jul 9, 2015. 12:55 AM | 3 Likes Like |Link to Comment
  • Sprint suffers worst one-day loss since November [View news story]
    Actually, Sprint is it's own corporate entity. Masa feels poor and Sprint gets nothing.
    Jul 9, 2015. 12:49 AM | 1 Like Like |Link to Comment
  • Sprint suffers worst one-day loss since November [View news story]
    Remember, the Government didn't really deny it. Sprint decided that they would, and so gave up!
    Jul 9, 2015. 12:48 AM | Likes Like |Link to Comment
  • Sprint May Do Something Smart For A Change, Maybe [View article]
    Author misses the fact that data capacity is on pace to outstrip bandwidth demands, so an unlimited plan is very much a viable differentiator. While I agree that metered plans could be a great low-cost adjunct to unlimited plans, Sprint's ONLY problem is that it has not been able to grow it's network by even the smallest increment.

    Sprint had a very solid strategy in place two years ago, but Softbank came in to provide much needed capital and inserted their 'genius' into the process, and everything has since fallen apart. Sprint had a window of opportunity to grow it's network at the same time many other data service providers had and did. Sprint simply chose to pursue a financial strategy (Acquisition) in a vacuum, and ahead of simply doing the hard work. When that failed - well, now they have a phone merchant as a CEO and still no network. Things are looking very bad indeed.
    Jun 25, 2015. 01:01 AM | 1 Like Like |Link to Comment
  • Yahoo Stumbles Along [View article]
    I like Yahoo. I think they're still the best property for news and landing, but their sports properties (which I don't care about) seem to do even better. Marissa has fixed some things up and rounded out the portfolio, particularly with Tumblr, which is good, but they still have a lot of work to do. I wish they'd more quickly dump those Asian investments so all the whiny and ignorant capitalists would leave and Yahoo could be more focused on what really matters.
    Apr 24, 2015. 10:28 PM | 2 Likes Like |Link to Comment
  • I Hope The Exit Doors Are Wide Enough [View article]
    Of course.
    Jan 23, 2015. 11:33 AM | Likes Like |Link to Comment
  • I Hope The Exit Doors Are Wide Enough [View article]
    Boy, there's a Rube Goldberg example if ever I saw one.

    In most cases, long rates rise faster because no lender wants to be holding 30 year notes at 3% when the market is at 4, especially since lenders, who are now basically bondholders, will allocate capital to the highest payer. The Fed is the tail and the market is the dog.

    I'm not disagreeing with RS. His analysis is probably right - for a week or two - and I also agree Farrell was far more savvy. However, my ability to time swings has never been good enough to warrant the effort. There may well be a rush to the exits and then a rush back. I wouldn't sweat it too much. The longer term picture is that mortgage lending has not come back so much because housing starts are still weak. When the fed does raise, and that, unfortunately won't be very soon, the yeild curves will all rise proportionally and the mREIT sector will improve nicely. (Not that it's not fantastic right now)
    Jan 23, 2015. 11:31 AM | 7 Likes Like |Link to Comment
  • Annaly Capital: The Old Squeeze Play Could Hurt This Stock [View article]
    Long term spread is .95 %. We're a long way from that.
    Dec 20, 2014. 10:34 PM | Likes Like |Link to Comment
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