Showing posts with label Telecommunications. Show all posts
Showing posts with label Telecommunications. Show all posts

Thursday, July 5, 2007

Citizens Communications

Citizens Communications is among the world’s largest Integrated Telecommunication Services sector businesses in the world. Citizens Communications’s employees generate $361.7M in profits on $2.075B of revenue. Global output in the Integrated Telecommunication Services business will likely rise substantially over the next 10 years. Long-term economic growth may lift all boats, but Citizens Communications is determined to remain a market leader. Sectoral leadership in the Integrated Telecommunication Services segment takes dedication and consistency, but management seeks out-sized growth.

Citizens Communications’s ticker symbol CZN has recently been trading near $15.35 a share. The Citizens Communications corporate headquarters in Stamford, CT predicts Integrated Telecommunication Services profits will satisfy shareholders in search of risk-appropriate returns.

The significance of market volume is sometimes ignored, but with a total market capitalization of $5.256B ensures sufficient liquidity. With a beta of 0.30, the company is less volatile than the market as a whole. When the average equity moves lower, Citizens Communications moves less aggressively.

Tuesday, July 3, 2007

CenturyTel

CenturyTel is among the world’s largest Integrated Telecommunication Services sector businesses in the world. CenturyTel’s employees generate $378.5M in profits on $2.437B of revenue. Global output in the Integrated Telecommunication Services business will likely rise substantially over the next 10 years. Long-term economic growth may lift all boats, but CenturyTel is determined to remain a market leader. Sectoral leadership in the Integrated Telecommunication Services segment takes dedication and consistency, but management seeks out-sized growth.

CenturyTel’s ticker symbol CTL has recently been trading near $49.37 a share. The CenturyTel corporate headquarters in Monroe, LA predicts Integrated Telecommunication Services profits will satisfy shareholders in search of risk-appropriate returns.

The significance of market volume is sometimes ignored, but with a total market capitalization of $5.407B ensures sufficient liquidity. With a beta of 0.86, the company is less volatile than the market as a whole. When the average equity moves lower, CenturyTel moves less aggressively.

Avaya Inc.

Avaya Inc. is among the world’s largest Communications Equipment sector businesses in the world. Avaya Inc.’s employees generate $220.0M in profits on $5.235B of revenue. Global output in the Communications Equipment business will likely rise substantially over the next 10 years. Long-term economic growth may lift all boats, but Avaya Inc. is determined to remain a market leader. Sectoral leadership in the Communications Equipment segment takes dedication and consistency, but management seeks out-sized growth.

Avaya Inc.’s ticker symbol AV has recently been trading near $16.92 a share. The Avaya Inc. corporate headquarters in Basking Ridge, NJ predicts Communications Equipment profits will satisfy shareholders in search of risk-appropriate returns.

The significance of market volume is sometimes ignored, but with a total market capitalization of $7.612B ensures sufficient liquidity. With a beta of 3.40, the company is more volatile than the market as a whole. When the average equity moves higher, Avaya Inc. moves more aggressively.

Monday, July 2, 2007

AT and T Inc.

AT and T Inc. is among the world’s largest Integrated Telecommunication Services sector businesses in the world. AT and T Inc.’s employees generate $8.759B in profits on $76.268B of revenue. Global output in the Integrated Telecommunication Services business will likely rise substantially over the next 10 years. Long-term economic growth may lift all boats, but AT and T Inc. is determined to remain a market leader. Sectoral leadership in the Integrated Telecommunication Services segment takes dedication and consistency, but management seeks out-sized growth.

AT and T Inc.’s ticker symbol T has recently been trading near $41.38 a share. The AT and T Inc. corporate headquarters in San Antonio, TX predicts Integrated Telecommunication Services profits will satisfy shareholders in search of risk-appropriate returns.

The significance of market volume is sometimes ignored, but with a total market capitalization of $255.146B ensures sufficient liquidity. With a beta of 0.51, the company is less volatile than the market as a whole. When the average equity moves lower, AT and T Inc. moves less aggressively.

ADC Telecommunications

ADC Telecommunications is among the world’s largest Communications Equipment sector businesses in the world. ADC Telecommunications’s employees generate $172.90M in profits on $1.30B of revenue. Global output in the Communications Equipment business will likely rise substantially over the next 10 years. Long-term economic growth may lift all boats, but ADC Telecommunications is determined to remain a market leader. Sectoral leadership in the Communications Equipment segment takes dedication and consistency, but management seeks out-sized growth.

ADC Telecommunications’s ticker symbol ADCT has recently been trading near $18.39 a share. The ADC Telecommunications corporate headquarters in Eden Prairie, Minnesota predicts Communications Equipment profits will satisfy shareholders in search of risk-appropriate returns.

The significance of market volume is sometimes ignored, but with a total market capitalization of $2.16B ensures sufficient liquidity. With a beta of 3.26, the company is more volatile than the market as a whole. When the average equity moves higher, ADC Telecommunications moves more aggressively.

Tuesday, June 26, 2007

Fluor Corporation

Fluor surely ranks among the largest publicly owned corporations in the business of providing engineering, procurement, construction, and maintenance services for its clients. Fluor is one of the world's safest contractors and is routinely awarded for its unique expertise. Fluor is located in Irving, Texas, but operates as a truly international company employing some 30,000 international employees in over 25 countries.

Fluor's net income of approximately $260 million on just over $14 billion in revenues might not seem terribly impressive, but the company's core clients tend to be governments and major international corporations that offer low, fixed profits with the possibility of a significant bonus for completing the project on time.

Fluor's extensive operations insulate the company from a downturn in any one industry. Because of its exposure to petrochemicals, power, telecommunications, and transportation the company is poised to grow along with an expanding global economy. Infrastructure investments are critical to any developing economy, so many emerging global powers will be requiring Fluor's services in the coming years.

Monday, June 25, 2007

JDS Uniphase

JDS Uniphase is perhaps most useful to current investors as an object lesson in what happens when a bubble gets wildly out of control. JDSU, as the company likes to refer to itself, lost more than $45 billion in market value in 2001 when the bubble popped. For a company that today has revenues of approximately $1.2 billion, JDS Uniphase represents the worst of the tech bubble.

Today, JDS Uniphase still retains technological leadership in a number of fiber optic research areas critical to the accepted future of telephone and Internet services. While Jim Cramer's recommendation could as easily be read as a red flag as a positive, JDSU is definitely going to benefit from a very real build-out of the nation's fiber optic infrastructure.

JDS Uniphase's best days are well behind it, but so are its worst. The stock is likely to see significant upside over the next decade, but its technology is ultimately going to be relegated to commodity status much like the computer hard drive manufacturers. Numerous telecom stocks are going to out-perform in the near term and the long-term is likely to be dominated by software companies. Hardware manufacturers have enormous fixed costs that simply have no parallel in the software business.

Embarq Corporation

Ever since the government-imposed breakup of Ma Bell, the proliferation of geographically dispersed companies that have spawned and re-spawned in the intervening period have confused and infuriated customers. Prices have certainly fallen for all manner of data and telephony services, but it remains unclear whether or not the breakup played any significant part in that.

Embarq Corporation is the largest independent local phone service provider in the nation. It has customers in 18 states, although its largest customer base is in Las Vegas, Nevada. Embarq's balance sheet is weighed down by the more than $6 billion in debt that was transferred from Sprint Nextel when Embarq was spun off from the parent company. On a company with revenues of only $6 billion, the debt burden is quite significant.

Embarq faces highly limited competition in its core markets. While cable companies and new entrants like Vonage have sought to get into the highly lucrative local phone service market, any weakness from increased competition is easily overcome by the introduction of new high-speed data and wireless services. Almost all customers have much higher combined phone bills today than just a few years ago, and even though they consume much more services, Embarq is also making much more money.

Embarq Corporation is one of the larger local exchange carriers, but the company is heavily weighed down by debt. Telecommunications is finally coming around after years of lethargy, and Embarq will certainly ride that wave. Nonetheless, high debt keeps stock symbol EQ a hold in even the best of circumstances. Most portfolios should underweight Embarq in favor of the larger Baby Bells or wireless and cellular communications providers.