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- AT&T: Solid Results Should Sustain Improved Investor Sentiment
- Steve Birenberg submits: In response to solid 2Q09 earnings, AT&T T shares are breaking out of a multi-month funk where they sharply lagged the market and peer Verizon VZ. The results were at the high end of expectations and contained no major negative surprises. The stage is set...
- External links 2009-07-23
- Sticking with AT&T After Solid Earnings Report
- Steve Birenberg submits: Ahead of AT&T's T third quarter earnings report see earnings call transcript here I decided that I would either sell or hold Northlake's shares based on what was reported and what I heard on the conference call. Northlake clients have owned AT&T for almost a...
- External links 2009-10-23
- Are Strike Worries Causing AT&T's Stock to Lag?
- Steve Birenberg submits: AT&T T has been lagging a bit the last few days, especially today. Telecom in general has had a tough time. I think worries over wireless competition amid slowing subscriber growth and tight consumer budgets is probably an issue. For AT&T in particular, there is...
- External links 2009-04-08
- NII Holdings: Why I Remain Torn
- Steve Birenberg submits: I was hoping for a stronger defense by the analyst community after [[NIHD]] fell 18% Monday following pre-announcement of lower than expected 1Q09 subscriber growth. The stock caught two downgrades and one analyst who has a buy lowered his price target. Goldman reiterated the...
- External links 2009-04-07
- AT&T Q1 Earnings Preview
- Steve Birenberg submits: AT&T T reports 1Q09 results before the open on Wednesday. Current consensus calls for EPS of 48 cents on revenues of $31.1 billion. EBITDA is expected to be about $10.1 billion. Estimates have been pretty stable over the past 90 days after...
- External links 2009-04-21
- Swine Flu Fears: Why I Sold NII Holdings
- Steve Birenberg submits: I sold all Northlake positions in NII Holdings NIHD Monday morning in response to the threat that swine flu could have on the company's business and reported financial results. The stock has rebounded about 60% off its low from a month ago as investors were...
- External links 2009-04-27
- NII Holdings: I'm Now in the Bullish Camp
- Steve Birenberg submits: NII Holdings NIHD reported better than expected 1Q09 earnings Thursday. I have been torn on this stock for months, particularly since the company pre-announced lower than expected subscriber counts a couple of weeks ago. The quarter has pushed me to the bullish camp and I...
- External links 2009-04-24
- AT&T Earnings Better than Expected; Shares Headed Up
- Steve Birenberg submits: AT&T T reported better than expected 1Q09 results. The upside was driven by margins in both the wireline and wireless business segments. Cost control and better than forecast benefits from the iPhone were the drivers as revenues fell a bit shy of estimates. Overall, EPS...
- External links 2009-04-22
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