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Our Outlook for Media & Telecom Stocks

Sat, 03 Oct 2009 19:06:18 GMT

We continue to favor the companies with strong competitive advantages.[More...]

Sticking To My Long Trades Pays Off Big Time

Fri, 14 Aug 2009 17:37:00 GMT

First off, apologies for the smug “I told you so” tone of this post. But I think I’m entitled to a little bit of smugness, especially after I nailed the mood music in my call to go heavily long in mid-July. Anyone taking up my view ought to be sitting with a big grin on (...)[More...]

BT, MSFT Team Up on Clouds

Tue, 21 Jul 2009 21:23:24 GMT

BT Group Plc (BT) has announced a deal to market and deliver Microsoft (MSFT) online services to business customers. They will have access to integrated cloud computing and collaboration services. BT is the first telecom service provider to resell the Dedicated Business Productivity Online Suite to enterprise organizations. Microsoft Exchange Online, Microsoft SharePoint Online, Microsoft Office Communications Online and Microsoft Office Live Meeting will now become available to BT customers. The company plans to integrate Microsoft’s product suite into its 21CN network and facilitate a fully-loaded managed services platform featuring power, performance management, maintenance and software upgrades. This will ensure a higher quality of service[More...]

Analyst Blog: BT, CIEN, HNAB, CNXT, SGTL, STB

Mon, 15 Dec 2008 21:37:00 GMT

BT Group Plc (BT) reported 2Q09 results with in-line revenues and lower than expected earnings. The company is moving ahead with the expansion of its 21CN network. The company recently announced plans to invest ?1.5 billion to make fiber-based, super-fast broadband available to as many as 10 million homes in the UK by 2012. BT Global continues to execute well, winning deals valued at ?8.4 billion in the trailing-12-month period. The company has reported slightly lower EBITDA margins due lower EBITDA of Global Services while pricing pressure is causing traditional revenues to decline. Shares of BT are currently trading at 5.0x our 2009 earnings estimate of $4.14 after we have lowered our currency expectations for the British Pound against the US Dollar to $1.91 per ?1, compared to our previous[More...]

Ciena: Tough Times Ahead?

Mon, 15 Dec 2008 17:15:00 GMT

Ciena Corporation (NASDAQ: CIEN), a supplier of communications networking equipment, software and services may find going tough in the current environment given the fact that carriers are cutting down on spending as recession deepens.[More...]

Analyst Comments: FedEx, BT Group, Primedia, Rio Tinto, BASF, Kimberly-Clark, Palm, Carnival, Waddell & Reed, Kinder Morgan, General Motors

Tue, 23 Sep 2008 12:36:00 GMT

We are maintaining our Hold on FedEx Corp. (FDX), but raising our target price to $90. In line with earnings guidance provided on September 9, FDX reported 2009 fiscal first quarter (August 31) EPS of $1.23, which was up from earlier guidance of $0.80-$1, but down 23% year over year, largely due to a 66% increase in fuel costs. We are raising our fiscal 2009 (May 31) diluted EPS estimate to $5.25 from $4.90, the high end of FDX diluted EPS guidance of $4.75-5.25 and initiating our fiscal 2010 estimate at $6. Fuel surcharges will lag record high fuel costs and the weak economy will hurt LTL freight, U.S. express and copy services. Remedial actions include cost-control measures and cuts in capital spending. FDX recently increased its annual dividend rate by 10% to $0.44 per share, which provides a 0.5% yield. FDX?s long-term goals[More...]

Analyst Comments: Cabot Oil, Eastman Chemical, BT Group, Hilltop Holdings, Metabolix

Mon, 14 Jul 2008 23:55:00 GMT

Cabot Oil & Gas Corporation (COG) has made a $600 million acquisition of producing East Texas properties in the vicinity of its existing operations. The transaction increases the company's exposure to the highly prospective Haynesville Shale play, and is in line with the management's asset repositioning program that has transformed Cabot into a relatively low risk onshore player with longer-lived reserves. We, however, maintain our Hold recommendation...[More...]

Analyst Comments: Amphenol, SAP AG, CombinatoRx, RLI Corp, Micrus Endo, AvalonBay, Varian Semi

Wed, 18 Jun 2008 23:04:05 GMT

There are several positive factors impacting Amphenol Corporation (APH) including favorable conditions prevailing in the Interconnect Products business. The company's top-line growth is benefiting from improved end-market demand, new product rollouts and market share gains. APH is experiencing broad-based growth across all its geographical regions with strong sales from the industrial, military/aerospace, mobile consumer products and infrastructure, and IT and data communications end-markets....[More...]

BT licenses Splunk Technology to Aid in Data Rentention and Compliance Monitoring

Mon, 19 May 2008 13:56:51 GMT

Communications provider BT has agreed to license IT search platform technology from Splunk to build a managed-security product that will allow customers to preserve 100 percent of the logs on a network. This is designed to satisfy data-retention...[More...]

Analyst Comments: BT Group, FEMSA, Sciele Pharma, Newmont Mining, Allot Communications, Orthopedic Group, JA Solar

Thu, 01 May 2008 18:51:40 GMT

BT Group Plc (BT) is expected to report in-line 4Q08. It reported a weaker-than-expected 3Q08, with revenues below our estimate, but earnings, helped by a lower effective tax rate, were in line. The company is moving ahead with the expansion of its 21CN network. The company rolled out its wholesale broadband services on the 21CN network recently. BT Global continues to execute well, winning deals valued at Â£8.6 billion in the trailing 12-month period. The company has been able...[More...]

Daily Mail, London, Market Report Column

Fri, 23 Oct 2009 19:46:00 GMT

Oct. 23--The day belonged to Lloyds Banking Group.
It began with fund managers selling shares of other financial stocks to raise cash for the long-awaited mega fund-raising by the 42pc government-owned bank.
And it ended with them chasing Lloyds 3.3p higher to 94 3/4p on hefty turnover of 157m shares amid late gossip that the bank had gained the necessary support for a much bigger-than-expected rights issue which will help it avoid the government's Asset Protection Scheme and plug its £21bn capital deficit.

: iStockAnalyst.com Symbols Feed

Our Outlook for Media & Telecom Stocks

Sticking To My Long Trades Pays Off Big Time

BT, MSFT Team Up on Clouds

Analyst Blog: BT, CIEN, HNAB, CNXT, SGTL, STB

Ciena: Tough Times Ahead?

Analyst Comments: FedEx, BT Group, Primedia, Rio Tinto, BASF, Kimberly-Clark, Palm, Carnival, Waddell & Reed, Kinder Morgan, General Motors

Analyst Comments: Cabot Oil, Eastman Chemical, BT Group, Hilltop Holdings, Metabolix

Analyst Comments: Amphenol, SAP AG, CombinatoRx, RLI Corp, Micrus Endo, AvalonBay, Varian Semi

BT licenses Splunk Technology to Aid in Data Rentention and Compliance Monitoring

Analyst Comments: BT Group, FEMSA, Sciele Pharma, Newmont Mining, Allot Communications, Orthopedic Group, JA Solar

Daily Mail, London, Market Report Column

Google Rolls Out Preview of Wave

Google Rolls Out Preview of Wave

Google Rolls Out Preview of Wave

Daily Mail, London, Market Report Column

Stars Sees Rebound in Orders

No Deal Yet for Sale of Upper Village Hall

Daily Mail, London, Market Report Column

Rivals Taking Advantage of Delay in Oracle-Sun Merger

Rivals Taking Advantage of Delay in Oracle-Sun Merger

Experts Available to Discuss Federal, State Regs Push Email Server Archiving Adoption

Turkcell Delivers 3G Data Services With Cisco and Openet

Porta Systems Corp. Reports Results for the Quarter and Six Months Ended June 30, 2009

Special Committee of the Board of Directors of iBasis Determines Royal KPN's Unsolicited Tender Offer Is Grossly Inadequate and Recommends Stockholders Reject KPN's Offer

IBC Bank Launches New Web Site

SectorWatch.biz Issues MarketStats on Global Telecom Market Companies ETAK, VOD, T, VZ, S, and BT

BT Saves More Than 18 Million Pounds Sterling by Enabling Simplified Sign-On Using CA Identity and Access Management

IT Services Company Cuts Unit Costs, Creates Reusable Service Components With Digital Fuel IT Service Level Management

BT Innovates Product Portfolio to Help Businesses and Government Organizations Succeed in the Current Economy and the Future

BT Opens International Telepresence Video Conferencing Centers