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  • 10 Micro and Small Cap Healthcare Value Stocks Currently Under the Radar

    (Sun, 16 Nov 2008 03:02:55 -0500)

    Mike Havrilla submits:

    The accompanying table presents 10 small and micro-cap companies from a variety of industries which are trading at value parameters, with average valuations for the group of 0.54X trailing 12-month sales, 0.44X enterprise value to sales, 0.88X book value, and 8.7X trailing 12-month earnings. The iShares Russell 2000 Small-Cap Value ETF (IWN) has lost about 39% in the past year and serves as a useful ETF benchmark comparison for these companies.


    Complete Story »

  • Buying Aggressively, As Per Ben Graham

    (Tue, 28 Oct 2008 06:03:12 -0400)

    Asif SuriaAsif Suria submits:

    Benjamin Graham, the teacher and mentor of Warren Buffett, wrote two seminal tomes on value investing called Security Analysis in 1934 and The Intelligent Investor in 1949. I was reading The Intelligent Investor at a time when the bear market following the dot com bubble was in full swing and I remember thinking to myself that some of what Mr. Graham mentions in his book may no longer hold true as even at that point  it was almost impossible to find stocks that met his criteria such as...

  • An SIM Free Option for LTE Should Exist

    (Mon, 08 Sep 2008 05:11:59 -0400)

    Dean Bubley submits:

    In terms of general market perception, LTE has been stealing much of WiMAX's thunder of late. Now obviously we've seen the ascendance of LTE coinciding with one of the periodic nadirs of enthusiasm around WiMAX, and we should start to see the balance redress somewhat when Xohm launches and other smaller deployments also start to come online of the next 4 months.

    My current expectation is that by 2012/2013, we will see LTE user numbers for mobile broadband approach or even exceed those for Mobile WiMAX. And both sets of figures will be dwarfed by...

  • UMTS/LTE at 3.5GHz - Look Out, WiMax

    (Wed, 27 Aug 2008 13:23:00 -0400)

    Dean Bubley submits:

    One thing that 3GPP has been very good at is rolling out support for new frequency bands - arguably too good, some might say, as the number of available 3G/LTE bands now far outstrips the ability of chipsets to support all of them.

    The latest in line is 3500MHz (and also 2300MHz), which until now has been the preserve of WiMAX and other similar fixed-wireless technologies. I suggested last November that this was a likely counter-strike by the invasion of the 2.5/2.6GHz band by WiMAX.


    Complete Story »

  • Alvarion: Focus on the Big Picture

    (Mon, 11 Aug 2008 09:51:44 -0400)

    Stone Fox Capital submits:

    Alvarion (ALVR) continues to grow at a very strong clip; yet after every earnings report, most analysts, investors, and message board posters tend to dump on this very well run company. Either margins are too weak because of the weak US dollar, or too much competition from Tier 1 equipment manufacturers will push them out, or WiMAX will lose out to 3G or now LTE, or the supposed biggest proponent of WiMAX in the US, Sprint (S), continues to struggle and delay its plans.

    All along the way, ALVR continues to hit its numbers and guide to inline...

  • Nortel Sentiment Improving: What's Next For Shares?

    (Tue, 15 Jul 2008 03:47:33 -0400)

    Larry MacDonald submits:

    Sentiment has recently improved among analysts covering Nortel Networks (NT). Over 30% now recommend buying the company’s shares, compared to 20% three months ago. Also, bond-rating agency DBRS today changed its B (low) rating on Nortel debt from a stable to a positive trend. Nevertheless, the June rally in Nortel shares has evaporated with the 35% decline in recent weeks.

    Perhaps the sell-off is related to recession fears. But telecom spending has been picking up due to a surge in bandwidth-intensive video transmission,...

  • The Promise of Nortel's 40G Technology

    (Fri, 04 Jul 2008 03:36:53 -0400)

    mark evanMark Evans submits:

    One of the key questions facing Nortel (NT) is where/if its next high-growth market will emerge.

    A year ago, Nortel was bullish on Wi-Max but the recent joint venture with Alvarion (ALVR) made it abundantly clear that the Wi-Max market is not growing as quickly as Nortel would have liked. Hence, the decision to put its R&D dollars into LTE.


    Complete Story »

  • TD Maintains Nortel as a Buy, JP Morgan Upgrades

    (Sun, 15 Jun 2008 05:09:36 -0400)

    mark evanMark Evans submits:

    TD’s Umiastowski: “Nortel is Making a Comeback”

    One thing about analysts who cover Nortel (NT); they like to travel in packs.

    Hot on the heels of Nortel’s annual investor day, the analyst reports continue to flow. One from TD Securities’ Chris Umiastowski proclaims that “Nortel is Making a Comeback.” He continues to call Nortel an “action list buy” with a target price of $13.


    Complete Story »

  • Nortel Shifts Gears in Telecom Technology; Stock Jumps

    (Thu, 12 Jun 2008 07:25:33 -0400)

    Ockham Research submits:

    Nortel Networks Holdings Corp. (NT) announced at its annual shareholders’ meeting that the company will be shifting focus from WiMax to LTE technology. These wireless technologies are a key component to the newest area of growth for telecom companies, data and multimedia services. The quicker fourth generation network technologies will allow customers to have cutting-edge features such as high speed web browsing, VoIP, streaming music and HD video, as well as many other possible applications—for a price, of course. Nortel has made substantial investments in WiMax research and development, but at the present time the company believes that there...

  • Wireless War: 4G Battle Lines Have Been Drawn

    (Thu, 12 Jun 2008 07:07:58 -0400)

    Sam Gustin submits:

    The battle over so-called 4G wireless technology is heating up, with major industry players choosing sides between WiMax and LTE, or Long Term Evolution.

    Nortel (NT), the Canadian telecommunications equipment manufacturer, gave LTE a boost Wednesday when the company said it would devote its main research efforts to that standard, and hand over its WiMax development to an Israeli company called Alvarion (ALVR).


    Complete Story »




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