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: Verizon: Surviving but Not Thriving
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: When Is the Cable ‘Buy’ Set to Come?
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: AT&T Strengthening Through Wireless
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: Apple’s 3G iPhone Will Be Even More Successful
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…
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: Comcast Sees Increased Competition in Multi-Media Bundling
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: AT&T Gets Earnings Boost from iPhone