Thursday, July 17, 2014

Best Telecom Companies To Invest In Right Now

Today I would like to give you an update of the higher capitalized stocks with buy ratings by brokerage firms. I personally prefer stocks with lower yields and better growth perspectives because I don�� need high yields to live off of.

Only 13 stocks fulfilled these two criteria but the most of the results have an extraordinary high debt. It�� very risky to buy stocks with large amounts of debt because debt owners get money before share owners. If trouble should develop, the dividends must keep flat or be reduced.

Stocks from the basic material sector as well as telecoms are the dominating categories. But there are also some good names on the list like Williams Partners or Altria.

Here are my favorite stocks:

Williams Partners (WPZ) has a market capitalization of $22.97 billion. The company employs 3,658 people, generates revenue of $7.320 billion and has a net income of $1.232 billion. Williams Partners�� earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $2.273 billion. The EBITDA margin is 31.05 percent (the operating margin is 20.72 percent and the net profit margin 16.83 percent).

5 Best High Tech Stocks To Own For 2015: Chorus Ltd (CNU)

Chorus Limited maintains and builds a network made up of local telephone exchanges, cabinets and copper and fiber cables. The Company has approximately 32,000 kilometers of fiber and 130,000 kilometers of copper cabling. These cables connect back to local telephone exchanges. Chorus fiber also connects mobile phone towers owned by mobile service providers. About 7,000 cabinets provide interconnection points for around 50% of the lines in its network. A range of these cabinets are mini telephone exchanges and have electronic broadband equipment installed in them. In some cases, retail service providers have chosen to install their own broadband equipment in an exchange and pay the Company for the rental of the access line. It offers a range of products delivered over its copper network and new products designed to provide access to the ultra-fast broadband (UFB) fiber network. Advisors' Opinion:
  • [By Holly LaFon]

    Watsa sold two stocks in the fourth quarter: Continucare Corp. (CNU) and First Place Financial Corp. (FPFC). He reduced Dell (DELL), one of his largest holdings, but almost 60%.

Best Telecom Companies To Invest In Right Now: Level 3 Communications Inc.(LVLT)

Level 3 Communications, Inc. engages in the communications business in North America and Europe. It offers network and Internet services, including transport services, high speed Internet protocol services, dedicated Internet access, virtual private network services, and dark fiber services, as well as managed modem, an outsourced, turn-key infrastructure solution; and colocation services. The company also provides various media services, comprising Vyvx services that provide audio and video feeds over fiber or satellite; content delivery network services; media delivery services to customers seeking to manage, protect, and monetize content delivered over the Internet; a range of local and long distance voice services, such as voice over Internet protocol (VoIP) and traditional circuit-switch based services; and VoIP Enhanced Local, a VoIP service that enables broadband cable operators, IXCs, VoIP providers, and other companies operating their own switching infrastructure to launch IP-based local and long-distance voice services through a broadband connection. Level 3 Communications? media services also consist of SIP Trunking, a VoIP-based local phone service; Local Inbound service that terminates traditional telephone network originated calls to Internet Protocol termination points; Primary Rate Interface, a TDM local phone service that could be configured in various ways; Long Distance services portfolio comprising local and long distance transport and termination services; and Toll Free services portfolio, which terminate toll free calls that are originated on the traditional telephone network. As of December 31, 2010, its network encompassed approximately 68,000 intercity route miles in North America and an intercity network covering approximately 13,000 miles across Europe. Further, it sells coal primarily through long-term contracts with public utilities. The company was founded in 1884 and is headquartered in Broomfield, Colorado.

Advisors' Opinion:
  • [By Sean Williams]

    Level 3 Communications (NYSE: LVLT  )
    We're taught in school that two negatives, when multiplied, equal a positive. Unfortunately, combining two bad companies in real life only leaves you with one really bad company! Thus is the plight of Level 3 Communications, which in 2011 bought Global Crossing for $3 billion, merging two integrated telecommunication companies that haven't turned a profit. As of the first quarter, Level 3 had an accumulated deficit of $12.93 billion.

  • [By Seth Jayson]

    Level 3 Communications (NYSE: LVLT  ) is expected to report Q2 earnings on July 31. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict Level 3 Communications's revenues will expand 0.2% and EPS will remain in the red.

  • [By Lee Jackson]

    Level 3 Communications Inc. (NYSE: LVLT) is a Fortune 500 company that provides local, national and global communications services to enterprise, government and carrier customers. Level 3′s comprehensive portfolio of secure, managed solutions includes fiber and infrastructure solutions, IP-based voice and data communications, wide-area Ethernet services, video and content distribution, as well as data center and cloud-based solutions. The consensus price target for the stock is $25.75. Level 3 closed at $27.94.

  • [By Garrett Cook]

    TW Telecom (NASDAQ: TWTC) jumped 8.5 percent to $38.43 after the company agreed to be acquired by Level 3 Communications (NYSE: LVLT) in a stock-and-cash transaction valued at $40.86 per share.

Best Telecom Companies To Invest In Right Now: Vivendi SA (VIVHY.PK)

Vivendi SA (Vivendi), incorporated on December 18, 1987, is a communications and entertainment company. As of December 31, 2009, the Company had six business segments: Activision Blizzard, Universal Music Group, SFR, Maroc Telecom Group, GVT (Holding) S.A. (GVT) and Canal+ Group. Activision Blizzard develops, publishes and distributes interactive entertainment software, online or on other media (such as console and personal computer (PC)). Universal Music Group is engaged in the sale of recorded music (physical and digital media), exploitation of music publishing rights, as well as artist services and merchandising. SFR is engaged in the phone services (mobile, broadband Internet and fixed) in France. Maroc Telecom Group is a telecommunication operator (mobile, fixed and Internet) in Africa, principally in Morocco, as well as in Mauritania, Burkina Faso, Gabon and Mali. GVT is a Brazilian fixed and broadband operator. Canal+ Group is engaged in publishing and distribution of pay-television mainly in France, in both analog and digital (terrestrially, via satellite or ADSL), as well as film production in Europe. In July 2013, Vivendi SA and Universal Music Group announced the completion of the sale of Parlophone Label Group to Warner Music Group Corp.

On November 13, 2009, Vivendi acquired an aggregate of 29.9% of GVT�� outstanding voting shares from Swarth Investments LLC, Swarth Investments Holdings LLC and Global Village Telecom (Holland) BV. In addition, Vivendi acquired from third parties an additional 8% interest in GVT's outstanding shares. On December 28, 2009, Canal+ Group, Vivendi�� subsidiary, acquired TF1�� 9.9% interest in the capital of Canal+ France. On July 31, 2009, Maroc Telecom acquired 51% controlling interest in Sotelma. On August 27, 2009, CID, a company 40% owned by SFR and 60% by other financial investors, acquired the 62% interest in 5 sur 5.

Advisors' Opinion:
  • [By Eric Rodawig]

    Activision Blizzard (ATVI) is the world's largest and most successful video game developer, and is majority owned (61%) by French telecom and media conglomerate Vivendi (VIVHY.PK). Vivendi has been undergoing a massive strategic review with the intent to reduce debt and unlock the value of its assets that has fueled speculation surrounding ATVI. In conjunction with this, ATVI CFO Dennis Durkin announced on the 4Q12 earnings call

  • [By Mike Arnold]

    I normally don't look at charts much, but comparing Orange to its competitors in the French telecommunications market is quite fascinating. As one can see, incumbents Bouygues (BOUYF.PK) and Vivendi (VIVHY.PK) (owner of SFR) saw similar price declines. The market, on the other hand, rapidly bid up the price of new entrant Iliad SA (ILIAF.PK), as a result of forecasts for Iliad to capture significant mobile market share (which it did, around 10%). The wide divergence in price relative to changes in underlying value favor going long the incumbents, including Orange. Because this time it's different.

Best Telecom Companies To Invest In Right Now: Eutelsat Communications SA (ETL)

Eutelsat Communications SA is a France-based holding company that provides fixed satellite services. It provides four types of services, including broadcast services, such as direct-to-home and professional broadcasting; broadband services, comprising broadband Internet access; telecoms and data services to ensure permanent communications links from all points of the globe, establish or restore communications in an emergency and multicast content; as well as mobile and maritime communications, such as fleet management and on- and off-shore broadband maritime communications. It operates a fleet of satellites covering Europe, the Middle East, North and sub-Saharan Africa, as well as parts of Asia and the Americas. In January 2014, it acquired Satelites Mexicanos, S.A. de C.V. and together with SES SA have completed the sale to EchoStar Corp. of Solaris Mobile Ltd. Advisors' Opinion:
  • [By Sofia Horta e Costa]

    Eutelsat Communications SA (ETL) declined 6.2 percent to 21.02 euros after predicting sales will grow by more than 2.5 percent for the year 2013 to 2014. The company, which operates 31 satellites, forecast growth of more than 5 percent for the following two years through June 2016. JPMorgan Chase & Co. cut its price target for the stock to 24 euros from 33 euros, saying analysts��will probably reduce their estimates following the company�� revised guidance.

Best Telecom Companies To Invest In Right Now: Deltathree Inc (DDDC)

deltathree, Inc. (deltathree), incorporated January 27, 1998, is a provider of integrated video and voices over Internet Protocol (VoIP), telephony services, products, hosted solutions and infrastructure. deltathree offers a range of private label VoIP products and services, as well as back-office platforms. The Company's operations management tools include account provisioning; e-commerce-based payment processing systems; billing and account management; operations management; Web development; network management; and customer care. The Company's direct-to-consumer channel includes its joip Mobile application, iConnectHere offering (which provides VoIP products and services directly to consumers and small businesses online using the same primary platform) and its joip offering (which serves as the exclusive VoIP service provider embedded in the Globarange cordless phones of Panasonic Communications).

Products

Deltathree�� products include joip Mobile Application, Digital Video and Voice-over-IP Services, Broadband Phone and personal computer (PC)-to-Phone. The Company's joip Mobile application is a cellular phone application providing low cost mobile calls over third-generation (3G) cellular networks, as well as wireless fidelity (WiFi) networks. Cellular operating systems supported by joip Mobile include the iPhone, Google Android. Nokia Symbian and Blackberry. Through the use of the Company's network it offers a white-label solution in which its customers have the ability to customize, implement and rapidly launch digital next generation communications offerings with minimal risk and investment. For the Company's potential partners, the Company offers a range of service provider back-end support services, including network management, billing, provisioning, e-commerce, as well as custom Web and application development.

The Company's Broadband Phone product is a phone replacement solution available to business and retail customers over the last mile through br! oadband connections through cable modem, digital subscriber line (DSL) or fixed wireless. Broadband Phone enables a user to conveniently operate features and retrieve voice mail through e-mail, Web or a phone interface. The Company's PC-to-Phone offering enables a user to conveniently and inexpensively place a call to a standard telephone anywhere in the world directly from a personal computer while remaining on-line.

Services

deltathree operations management tools include video mail, account provisioning, payment processing systems, billing and account management, customer care and network operations care. The Company provides a video mail feature for its video phones applications. The Company provides its service provider and reseller customers with a Web page through which it can order additional services or accounts, generate and activate PINs and perform other customary implementation functions. It provides the customers with a fraud detection and prevention system to permits secure credit card transactions over the Web.

The Company provides the customers with real-time, Web-based access to billing records to check billing and usage information or to increases prepaid accounts. It has moved and consolidated traditional first tiers customer care functions onto the Web for ease and flexibility and support this with second tier customer care. The Company provides a Network Operations Center (NOC), automated troubles ticket system, which enables its customers to submit, manage, and follow-up with technical questions and issues online. The provision of VoIP products and services through the Company's service provider and reseller sales channel and its direct-to-consumer channel accounted for 75.4% and 23.3% of its total revenues during 2011, respectively.

Advisors' Opinion:
  • [By John Udovich]

    Bardin, who previously ran online-video startup Intercast Networks and co-founded online-calling service Deltathree Inc. (DDDC), has increased his presence in the Israeli startup scene in recent years, speaking at conferences and appearing at technology-industry events.

Best Telecom Companies To Invest In Right Now: Telstra Corporation Ltd (TLSYY.PK)

Telstra Corporation Limited (Telstra) telecommunications and information services company providing telecommunications and information services for domestic and international customers. The Company operates in nine segments: Telstra Consumer and Country Wide (TC&CW); Telstra Business (TB); Telstra Enterprise and Government (TE&G); Telstra Wholesale (TW); Telstra Media Group; Telstra International Group; TelstraClear; Telstra Operations and Other. On July 6, 2011, Telstra announced changes to its organisational structure. Effective August 1, 2011, the entire sales and retail customer service workforce, was unified in a single business unit, Telstra Customer Sales and Service, responsible for sales and services to all segments, including consumer, business, enterprise and government customers. On March 27, 2012, the Company sold its 67% shareholding in Dotad Media Holdings Limited, and on July 21, 2011, it sold its 64.4% shareholding in Adstream (Aust) Pty Ltd. On 17 May 2012, the Company acquired an additional 11% interest in Autohome Inc. Effective August 22, 2013, Telstra Corp Ltd acquired NSC Group, a provider of industrial automation services. In November 2013, Telstra Corporation Limited increased its Autohome shareholding from 66% to 71.5%. Effective January 21, 2014, Telstra Corp Ltd acquired O2 Networks, a developer of data networking and network security software.

Telstra Consumer and Country Wide

The TC&CW segment is responsible for providing the full range of telecommunication products, services and solutions (across Mobiles, Fixed and Wireless Broadband, Telephony and Pay TV) to consumer customers in metropolitan, regional, rural and remote areas of Australia. This is achieved through inbound and outbound call centres, Telstra Shops (owned and licensed), Telstra Dealers and Telstra Digital. Telstra Digital is responsible for delivering self service capabilities for all Telstra customers, across all phases of the customer experience from browsing to buying and bill ! and service requests.

Telstra Business (TB)

TB is responsible for providing Australia's small to medium enterprises. It provides a range of telecommunications products, services and solutions, including the latest in cloud computing.

Telstra Enterprise and Government (TE&G)

TE&G is responsible for provision of network services and applications and integrated voice, data and mobile solutions. It provides these solutions via Telstra Next Generation Services to enterprise and government customers.

Telstra Operations (TOps)

TOps is responsible for overall planning, design, engineering and architecture of Telstra networks, technology and information technology; construction of infrastructure for its Company's fixed, mobile, Internet protocol (IP) and data networks; delivery of customer services across these networks; operation, assurance and maintenance, including activation and restoration of these networks, and supply and delivery of informationtechnology solutions to support its products, services, customer support functions and its internal needs. It also delivers network-centric professional services, managed services and outsourcing services for Telstra customers.

Telstra Wholesale (TW)

TW is responsible for the provision of a range of telecommunication products and services delivered over Telstra networks and associated support systems to non-Telstra branded carriers, carriage service providers and Internet service providers. Telstra Wholesale also provides services to NBN Co Limited.

Telstra Media Group (TMG)

TMG is responsible for the management and growth of the domestic directories and advertising business, including print, voice and digital directories, digital mapping and satellite navigation, digital display advertising and business information services. This includes the management of Yellow Pages, White Pages, Whereis, Citysearch, 1234 and Quotify. It also mana! ges of it! s investment in Digital Media content, services and applications, including Trading Post, Telstra Advertising Network, BigPond content including music, movies, sport and games, Internet Protocol television (IPTV), online portals and the FOXTEL partnership.

Telstra International Group (TIG)

TI is responsible for managing Telstra�� assets outside Australia and New Zealand. It includes CSL New World Mobility Limited, which is its 76.4% owned Hong Kong-based subsidiary in, responsible for providing full mobile services, including handset sales, voice and data products to the Hong Kong market. These services are delivered over CSL�� third generation (3G) and 4G Long Term Evolution networks. Its mainland China business provides digital media services in auto, IT and consumer electronics (this includes the Autohome and Sequel IT businesses). Its managed services and international connectivity business, provides managed network services, international data and voice, and satellite across Asia Pacific, China, India, Europe, and Africa.

TelstraClear

TClear is the Company�� New Zealand subsidiary. TClear is responsible for providing full telecommunications services to the New Zealand market.

Telstra Innovation, Products and Marketing

TIPM is responsible for innovation, product, promotion and pricing across Telstra. TIPM is also responsible for the overall brand, sponsorship, promotion and advertising direction of Telstra, as well as maintaining industry analyst relations and embedding market-based management across the Company. This is done by delivering data-driven customer insights that put the customer at the centre of everything Telstra does.

Corporate areas

Corporate areas provides operational and strategic legal support and advice across the Company; manages Telstra's public policy and communications; provides the functions of corporate

planning, accounting and administration, treasury, risk ma! nagement ! and assurance, investor relations, mergers and acquisitions and corporate strategy. The segment also supports in organisational design and change, implementation of people and culture initiatives, leadership development, talent and succession management, health, safety and wellbeing, professional development, workplace relations and all employment and remuneration policies. The segment provides the functions of credit management, billing and procurement.

Advisors' Opinion:
  • [By David Hunkar]

    Current Dividend Yield: 4.91%
    Sector: Oil, Gas & Consumable Fuels
    Country: Italy

    Company: Telstra Corp Ltd (TLSYY.PK)

    Current Dividend Yield: 6.43%
    Sector: Telecom
    Country: Australia

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