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TODAY: Today, Charles Payne offers his investment insights on 17
telecom stocks, some of which hold promise, he says, while others will never get back off the ground. In addition, we feature articles on tower stocks and mobile phone companies eyeing the Internet, and in his weekly contribution, "international wires," columnist Ben Mattlin discusses Russian telecom stocks with high analyst ratings. Multexinvestor.com members can also take advantage of a free offer to sign up for research from Morgan Stanley on McLeodUSA (MCLD) (as well as other stocks). ======================== Sponsored by ========================= INTRODUCING Your FREE Stock-Pick Trial! "You need stocks that go up? That's our job!" FREE of bias? Yes. FREE of conflict? Yes. FREE for you today? YES! Now is a GREAT time to be in the market - Join FREE today at http://www.stockpicks3.com ============================================================== Below: --------- - Free sponsored report - Investment ideas - Broker reports ============================================================== Free sponsored report ----------------------------------------- The firm says this telecom play is now played out, and lays out the key investment positive and investment risks inherent in the stock. Register for the firm's free-research trial to access information on this and other stocks. http://www.thetelecommanalyst.com/download.asp?docid=5204848&;sid=8&nd=1122 Investment ideas ----------------------------------------- 1. Picks and pans: Telecom favorites and has-beens Charles Payne rates 17 telecom stocks that sank like hot air balloons for their ability to regain altitude or not. By Charles Payne, founder, CEO, and principal analyst, Wall Street Strategies The telecommunications sector's equipment makers has been at the root of all the heartache felt by investors over the last two-years; it represents the bloated inventories and even more bloated valuations; investors thought they were gliding to a land of early retirements, vacation homes and endless toys when the balloon began to lose air (it didn't pop, but behaved more like a hot air balloon that descended faster and faster as it approached a hard landing). Like visionaries in love with a concept, investors are still in love with the telecommunications space and will continue to bet on the balloon recovering altitude and taking flight once more. I agree that some of these balloons will indeed become airborne, but getting them off the ground will be trickier than advertised. Click here to read more: http://www.thetelecommanalyst.com/article.asp?docid=4552&;nd=1122 2. Upwards revisions: Better and better Rather than taking the sector as a whole, investors should consider individual opportunities. By Dave Sterman Recessions are something of a double-edged sword for investors. On the one hand, sales growth slows for many of their portfolio companies, taking share prices on a southbound trajectory. But for those with cash to spare, they have a rare chance to buy quality companies at fire sale prices. With that in mind, we went screening for long-term winners in the telecom sector that are now quite cheap. We specifically sought out stocks that are now fairly inexpensive when compared to their historical earnings growth rate. As the accompanying table shows, these stocks have a PEG (price/earnings ratio in relation to earnings growth) of below 0.7. And to make sure that analyst sentiment corroborates the attractive valuation, we insisted these stocks be supported by at least three "strong buy" ratings, and that analysts have raised their ratings over the last three months. Click here to read more: http://www.thetelecommanalyst.com/article.asp?docid=4365&;nd=1122 ======================== Sponsored by ========================= Scottrade Rated #1 Broker by Kiplinger's Personal Finance! Trade stocks for $7 at Scottrade! Experience top-rated customer service and support in each of our 140+ offices nationwide! $25,000,000 account protection and NO inactivity fees are two of many reasons why you should apply. Find out more: click here! http://www.scottrade.com/index.asp?supbid=4400 ============================================================== 3. Upside potential: Unusual support looms for tower stocks Debt burdens and zoning laws may seem like unlikely benefits, but there you have it. By Dave Sterman Toss another sector into the telecom rubble. Shares of cell tower operators are hitting new lows and now sell for just a small fraction of their peaks. Curiously, on many levels, the sector is fairly healthy; revenues are strong, and major players have been able to avoid the cutthroat price wars that have characterized the rest of the telecom industry. That apparent disconnect could spell an opportunity for investors with a strong stomach for a long and bumpy ride. These firms are saddled with eye-popping levels of debt, but should soon benefit from a much more rational operating landscape. Weaker players are on the ropes, and their eventual demise will enable the stronger players to get back on their feet as they garner a bigger slice of the pie. Click here to read more: http://www.thetelecommanalyst.com/article.asp?docid=4364&;nd=1122 4. International wires: From Russia with love A troika of telecom stocks that are well-positioned for current trends and gaining analyst esteem. BYLINE: Ben Mattlin, equity research columnist When shares of Russian-based telecom companies start earning a measure of analyst esteem, savvy investors owe it to themselves to take a further look. To be sure, these three Russian telcos haven't yet attained analysts' highest rating, but quite surprisingly--and seemingly out of nowhere--each has an average rating better than a neutral 3, and one of them has moved up to an average rating of 2 ("buy"). What gives? Click here to read more: http://www.thetelecommanalyst.com/article.asp?docid=4425&;nd=1122 5. Changing directions: Mobile phone makers eye wireless Internet opportunity Companies look past current troubles toward growing the mobile data market by John Filar Atwood, equity research columnist Worsening economic conditions have caused a major strategic shift in the mobile handset industry. The segment's top companies have begun to de-emphasize phone sales and are eyeing the wireless Internet as a key driver of future revenues. It's no surprise given recent industry performance. Third quarter handset shipments were down by 10% over last year. Motorola's (MOT) sales fell by 22% in the quarter, and Ericsson's (ERICY) phone operations have been so damaging to its bottom line that the company finally moved them into a joint venture with Sony (SNE). Click here to read more: http://www.thetelecommanalyst.com/article.asp?docid=4447&;nd=1122 ======================== Sponsored by ========================= It's here! The Multex Investor Toolbar Now you can get broker research, quotes, charts and company information from anywhere on the Web. http://www.athoc.com/wis/activate/activate.asp?pid=10279&;mktmsg=JA1 ============================================================== Broker reports ----------------------------------------- 1. SPECIAL REPORT: Your daily fiber JDS Uniphase (JDSU), Corvis (CORV), Stratos Lightwave (STLW), ONI Systems (ONIS), and Agere (AGR.A) are some of the companies discussed. CIBC focuses on recent earnings and/or guidance, product developments, and prospects. (6-page report for purchase - $25) http://www.thetelecommanalyst.com/download.asp?docid=25353489&;nd=1122 2. EDITOR'S PICK: Telecom carrier trends from an equipment perspective The analysts discuss the future of telecom capex, wireline service fundamentals, data revenue growth/traffic, wireless capex, and Chinese demand. They explain why investors should focus on carrier fundamentals as a precursor to recovery. (7-page report for purchase - $25) http://www.thetelecommanalyst.com/download.asp?docid=25391719&;nd=1122 3. PREMIUM REPORT: Do the Bells ring loudly? Robertson Stephens reports on the current state of the nation's 4 regional bell operating companies. A collective and individual take on BellSouth (BLS), Verizon (VZ), Qwest (Q), and SBC (SBC) is provided, as well as investment conclusions. Valuation, long-distance, DSL/data service, wireless, and competition are discussed. (80-page report for purchase - $150) http://www.thetelecommanalyst.com/download.asp?docid=25610009&;nd=1122 ================================================================ Click here to register at Multex Investor: http://www.multexinvestor.com/registration/regWrapA1Basic.asp Click here for The Telecomm Analyst homepage: http://www.multexinvestor.com/Analysts/HomeTTA.asp If you'd like to learn more about Multex Investor, please visit: http://www.multexinvestor.com/welcome.asp If you can't remember your password and/or your user name, click here: http://www.multexinvestor.com/lostinfo.asp If you want to update your email address, please click on the url below: http://www.multexinvestor.com/edituinfo.asp ================================================================ To remove yourself from this mailing list, please REPLY to THIS email message with the word UNSUBSCRIBE in the subject line. 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