Telecommunication Services

Diversified Telecommunication Services; Wireless Telecommunication Services

ARTICLES

Unloved, overlooked and down significantly from it's (2014!) high. It may be time to dial this number.

Purchase Recommendation - December 2018

This global services company has fallen out of favor as investors worry about its uninspiring revenue and EBITDA growth, as well as its history of overpaying for otherwise strategically smart acquisitions. Its large net debt balance and ability to sustain its dividend also weighs on investors. We think the company’s improvement plan under its new CEO, its solid and improving EBITDA and large cash hoard, along with its low valuation, offers investors the potential for significant upside.
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This article highlights a group of Telecom companies that offer interesting value opportunities.

Telecom Stocks - Time to Dial Them Up?

Telecom service companies seem to be out of favor quite often. Nevertheless, some telecom companies have been quite successful, and their stocks can soar when investors eventually take notice. After surveying the shifting telecom landscape, we think there are a number of interesting value opportunities in the group.
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NII Holdings 4Q17 Earnings: More Cash Burn

NII Holdings’ sole business Nextel Brazil continues to struggle to slow the rapid decline of its older iDEN wireless business while it works to improve its 3G/4G operations. Aggressive cost-cutting is helping but its cash balances continue to decline. The proposed easing of regulatory hurdles would increase its chances of being acquired at a sizeable premium.


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Top Five Turnaround Stocks for 2018 e-Report Includes Post-Bankruptcy Stock Opportunity

Although George hates to choose favorites among his stock picks, this free e-report details The Turnaround Letter's "Top Five Turnaround Stocks for 2018"--including a diverse selection of value stock opportunities poised for a rebound. This is the perfect tool to grow your turnaround investing portfolio and lock in stock profit in a potentially declining market.
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Identify & Profit from Distressed Investing

Free Report: Turnaround Investing Mistakes

Turnaround Investing Blog

Turnaround Investing Blog

Books we Recommend for the Holidays

Looking for a stocking-stuffer for the investor or businessperson in your life, or perhaps for yourself? Don’t have a lot of time to stroll through a brick-n-mortar bookstore or wonder which books among Amazon’s endless inventory are actually worth buying? Our list, assembled by George Putnam and Bruce Kaser, includes some fascinating new titles as well as several timeless classics about successful investing and leadership. All are valuable reads which any recipient will be thrilled to dive into. Read More.

EV/EBITDA: What Is It & Why Are We Using It More?

In reading recent editions of The Turnaround Letter, you have probably noticed that we are increasingly using EV/EBITDA as a valuation measure, rather than the better-known price/earnings multiple.  We thought it might be useful to describe this measure and why we like it.

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Turnaround Letter Stock Pick Named Top Performer of 2017

 

stock market advicex

 

What Last Year's Top Stock Pickers Are Buying in 2018

 

This Forbes write-up follows up on the recent Top Stock Tips report--naming The Turnaround Letter's Crocs recommendation the top performer of 2017: With 90% gains, CROX beat out 100 other investment ideas included in the report; and the stock continues to have value investing appeal, according to Putnam.

 

George notes, "We see additional upside for the stock in 2018 as management's efforts continue to bear fruit, though the gains will likely be more muted than we saw in 2017."