Telecommunication Services

Diversified Telecommunication Services; Wireless Telecommunication Services

ARTICLES

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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NII Holdings Reports 3Q17—Buying Time While Operations Struggle

NII Holdings reported a cash operating loss in 3Q, but only $22 million in net cash outflows (cash burn). We believe NII’s overall strategy to sell its highly valuable Brazil wireless spectrum and other assets to one of the other operators at a substantially higher price than the current share price implies. The company’s assets could be worth well north of $5/share. However, their stand-alone wireless business does not likely have much if any fundamental value, given their precarious operating position in a highly-competitive Brazilian market and their on-going cash burn. We consider an investment in NIHD shares to be speculative. Investors retaining their shares should be willing to accept potentially sizeable losses in exchange for the possibility of substantial upside. Investors not willing to accept this risk should exit their NIHD positions.
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Identify & Profit from Distressed Investing

Free Report: Turnaround Investing Mistakes

Turnaround Investing Blog

Turnaround Investing Blog

Amazon = US GDP 1970

Amazon joined Apple in reaching a $1 trillion market capitalization. $1 trillion is about the same as the total value of New York City property and the total value of loans at JP Morgan, the nation’s largest bank in terms of assets. Jeff Bezos’ $160 billion stake would place him (personally) as the #33 largest company in the S&P 500 in terms of market cap, next to Coca-Cola, Disney and Netflix. We aren’t bold enough to predict whether the shares will continue upwards or if they are in a bubble reaching maximum inflation. Setting aside for a moment their investment prospects, let’s admire the truly remarkable milestone that these two companies have reached. 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

 

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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."