Ockham Research Staff @ August 7, 2008 # No Comment Yet
From the Wall Street Journal:
Soon, Perhaps, as Values
Of Firms Like Comcast
Begin to Look Attractive
By VISHESH KUMAR
April 3, 2008; Page C1
It may be time to get back into cable stocks.
After a yearlong selloff that clobbered the share prices of cable companies, a number of analysts now say that investors overreacted to the threat posed to cable […]
Ockham Research Staff @ June 5, 2008 # No Comment Yet
It’s official, Verizon Wireless (VZ) will acquire rival Alltel Corp. for $28.1 billion of cash and debt. The deal will unload Alltel from the books of Goldman Sachs Private Equity and TPC Group who bought Alltel last year. Alltel has performed well since being taken private but Goldman and TPC had a lot of trouble […]
Ockham Research Staff @ May 9, 2008 # No Comment Yet
Comcast (CMCSA) will need to continue to improve their product in an evolving competitive landscape. Cable companies have used the “bundling” of services to attract customers away from telecom companies over the last few years. The addition of internet and phone services to the traditional cable services helped grow Comcast’s subscriber base thanks to this […]
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