Sep 03

We know the Iphone exclusivity has kept AT&T in wireless business. With the Iphone exclusivity set to end anytime in 2011 investors have a reason to be concerned with AT&T stock.

If you believe the loss of Iphone exclusivity will have a negative impact on AT&T, with subscribers jumping over to Verizon or slowing subscriber growth then you can profit from the loss by shorting AT&T stock.Talk to your broker about the possibility of shorting AT&T stock.

What AT&T Thinks?

According to AT& T filing with SEC, “We do not expect any such terminations to have a material negative impact on our wireless segment income, consolidated operating margin or our cash from operations,” AT&T said

AT&T said more than 80% of its contract customers are on family or business plans that are less likely to see turnover.

What Business analyst are Saying,

Some surveys are telling us as many as 23% of AT&T users are likely to switch to Verizon when the Iphone goes to Verizon.

It’s hard to predict the impact of the loss of Iphone exlusivity, any position an investor takes on AT&T stock now will be speculative.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Aug 29

Novagold resources is a Vancouver based mining company. The interesting thing about this mining company is the heavy hitters who have bet their money in it.

According to an article in businessweek. Some of the famous billionaire commodity investors who have invested their money in it are, George Soros, John Paulson and  Thomas Kaplan.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , ,

Aug 26

Eldorado Gold is a Canadian gold mining company. It has operations around the world.The company stock is listed in NYSE.

Eldorado Gold Competitive advantages

The only North American mineral operator with mines in China. Which places it at a strategic position to take advantage of the booming Chinese economy.

The company has low cost strategy, Eldorado aims to keep the costs of mining, processing, transport, and selling around $375 an ounce.

When you think about that low cost strategy, gold could fall dramatically from its current heights around $1200, and Eldorado would remain profitable.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , ,

Jun 19

According to Google finance BP stock analysis, BP had an operating margin of 10.74% in 2009. In 2010 BP operating margin was 12.91%.

BP Net profit margin for the same period was 6.81% in 2009 and 8.32% in 2010.

BP itself admits, It is hard to predict BP operating margins because they are affected by

  1. Seasonal demand patterns
  2. The ever changing price of oil.
  3. Geo politics

written by Constantine Njeru \\ tags: , , , , , , , , , ,

Theme designed by Wordpress Hosting supported by Best Web Hosting.