MetroPCS to Merge with T-Mobile; Will It Hurt Other Carriers?
Though we don’t think it will hurt the Big 3, we think Leap and US Cellular could face overbearing competition.
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Will Sprint’s Good Fortunes Continue?
Shares of the phone carrier have rallied on comments from its CEO. Still, we don’t like Sprint’s shares much at current levels.
iPhone 5 Will Be a Monster Success
We’re huge fans of Apple and think the iPhone 5 will be a huge success.
Apple’s “Miss” Creates Intriguing Opportunity
Though shares are trading down over 5%, we thought Apple’s fiscal third quarter was relatively strong. We’re big fans of the stock.
AT&T Reports Strong Second Quarter Results Thanks to Margin Expansion
AT&T’s higher margins in its wireless business are driving stronger profitability. Yet, we think shares are fairly valued at current levels.
Google Enters the Tablet War by Attacking…Amazon
Google announced its Nexus 7 tablet yesterday. We don’t think the product will truly compete against the iPad or the Surface.
How We Avoided the Value Trap, Radio Shack
We take a look at the future prospects of Radio Shack and highlight how our Valuentum Buying Index helped investors avoid massive losses at the company.
AT&T Posts Mixed Third-Quarter Results, But Puts Up Best Free Cash Flow in Two Years
AT&T (T) reported mixed third-quarter results Thursday that showed decent earnings and cash flow expansion but relatively weak revenue performance. We are maintaining our $24 fair value estimate. Though AT&T noted its first sequential growth in its wireline business revenues in three years and nice gains in wireless services revenue (up 4%+), total operating revenue still fell 0.3% from the same period a year ago. The firm had a net gain of 2.1 million wireless subscribers in the quarter (319,000 were postpaid)–pushing the total past 100 million–and recorded better churn rates (1.28%% versus 1.32% in the prior-year period). The company also sold 4.8 million smartphones and activated 2.7 million iPhones during the quarter, despite losing exclusivity on the iPhone earlier this … Read more
Nelson: The 16 Most Important Steps To Understand The Stock Market
A previous version of this article appeared on our website July 21, 2013. Refreshed and updated throughout, as of July 2018. By Brian Nelson, CFA After earning my MBA at the University of Chicago Booth School of Business and training stock and credit analysts from large organizations over the past decade or so, I have heard just about every question (though I admit I am still surprised by many things and remain a very humble student of the markets). I’ve also spent years perfecting the discounted cash flow process for large research organizations such as Morningstar and studied under one of the most famed aggressive growth investors of all time, Richard Driehaus. My knowledge runs the gamut from value through … Read more