Verizon: Surviving but Not Thriving

Ockham Research Staff @ January 27, 2009 # No Comment Yet


Ockham has downgraded Verizon recently because the underlying fundamentals look less appealing, especially considering the value available elsewhere in the market. The company reported quarterly results today that were mixed, but we are maintaining our position on this stock.

More on this topic (What's this?) Read more on Verizon Communications at Wikinvest

More on: Verizon: Surviving but Not Thriving

When Is the Cable ‘Buy’ Set to Come?

Ockham Research Staff @ August 7, 2008 # No Comment Yet


From the Wall Street Journal:
Soon, Perhaps, as Values
Of Firms Like Comcast
Begin to Look Attractive
By VISHESH KUMAR
April 3, 2008; Page C1
It may be time to get back into cable stocks.
After a yearlong selloff that clobbered the share prices of cable companies, a number of analysts now say that investors overreacted to the threat posed to cable […]

More on this topic (What's this?)
Comcast Has Some Explaining To Do
Comcast’s Congestion Management
Global Investing Roundups
Read more on Comcast, Cablevision Systems at Wikinvest

More on: When Is the Cable ‘Buy’ Set to Come?

AT&T Strengthening Through Wireless

Ockham Research Staff @ July 23, 2008 # No Comment Yet


Cell phones are increasingly taking a dominant position over landlines in the telecommunications industry. AT&T was able to match estimates for the quarter, but the brightest times are still ahead.

More on this topic (What's this?)
AT&T Reports: Wireless Yum! Wireline Ho Hum.
AT&T (T) Dividend Analysis
iPhone = Tickle Me Elmo?
Read more on AT&T, IPhone at Wikinvest

More on: AT&T Strengthening Through Wireless

Apple’s 3G iPhone Will Be Even More Successful

Ockham Research Staff @ July 9, 2008 # No Comment Yet


The article describes some of the improvements on the new 3G iPhone which will make it even more profitable for Apple. The 3G iPhone goes on sale on Friday the 11th and will likely be a huge hit.

More on this topic (What's this?)
iPhone = Tickle Me Elmo?
5 Big Reasons To Sell Apple Stock Today (AAPL)
Lower Prices, Lower Margins, Better Apple?
Read more on Apple, IPhone at Wikinvest

More on: Apple’s 3G iPhone Will Be Even More Successful

And Then There Were Four…

Ockham Research Staff @ June 5, 2008 # No Comment Yet


It’s official, Verizon Wireless (VZ) will acquire rival Alltel Corp. for $28.1 billion of cash and debt. The deal will unload Alltel from the books of Goldman Sachs Private Equity and TPC Group who bought Alltel last year. Alltel has performed well since being taken private but Goldman and TPC had a lot of trouble […]

More on: And Then There Were Four…

Comcast Sees Increased Competition in Multi-Media Bundling

Ockham Research Staff @ May 9, 2008 # No Comment Yet


Comcast (CMCSA) will need to continue to improve their product in an evolving competitive landscape. Cable companies have used the “bundling” of services to attract customers away from telecom companies over the last few years. The addition of internet and phone services to the traditional cable services helped grow Comcast’s subscriber base thanks to this […]

More on this topic (What's this?)
Comcast Has Some Explaining To Do
Wimax femtocells at Comcast
Best HDTV: Comcast, Dish, DirecTV or Verizon FiOS
Read more on Comcast, Verizon Communications, AT&T at Wikinvest

More on: Comcast Sees Increased Competition in Multi-Media Bundling

AT&T Gets Earnings Boost from iPhone

Ockham Research Staff @ April 22, 2008 # No Comment Yet


AT&T (T) is no doubt grateful for being the exclusive provider to the U.S. market of Apple’s iPhone. Today AT&T released first quarter earnings and the news from its wireless business was quite positive. Overall, net income rose by 22% over last year’s first quarter and income per share was 57 cents compared to 1Q2007’s […]

More on this topic (What's this?)
iPhone Prices Slashed By As Much As 75% In Germany
The iPhone Corporate Opportunity
iPhone Shortage, a Problem or Strategy
Read more on AT&T, IPhone at Wikinvest

More on: AT&T Gets Earnings Boost from iPhone

Breaking News