Research Reports:
I have been carefully analyzing all of the recent research reports that I can get my hands on!
For those that have a 1-year investing time span, Lucent is definately a screaming value buy right now. I am basing this on conservative research reports that account for the 1) enterprise business valuation, 2) the microelectronic business valuation, and 3) the NEW (in 1-year) Lucent business valuation.
If a conservative investor looks at 1) the forward fundamentals, 2) the total value of the 3 businesses, and 3) the actions in place right now -- the conclusion is that Lucent offers an excellent one year return possibility (I anticipate holding for longer than 1-year, but for those with a shorter time frame in mind...)
One of the biggest issues in my accounting/finance analysis is the hiring of the new CFO. She has proven to be very number & result conscience.
I would strongly encourage investors (not LU bashers, or day traders!) to obtain professional research reports, and judge the numbers for yourself. The company is selling at a steep discount to the intrinsic value. When everything is said and done, keep all 3 stocks, or keep the stocks that fit your investing style.
I personally plan to sell the enterprise stock. I will keep the other two stocks, and I continue to have confidence in management.
I truly wonder how many LU bashers know the difference between circuit switching and the move to packet switching equipment. The implications on LU being behind the 8 ball are based on ignoring some of the outstanding facts. LU has obviously made mistakes, but LU was focused on circuit switching for strategic customer reasons.
I also wonder if LU is the only company losing employees to start-ups.
I challenge anyone (any LU basher or ex-LU employee to pick a plus $100 billion dollar telecom company - i.e., NT) to go head to head against my holding LU for one year. No trading - just one company against LU. Then we will judge the total return from today's closing prices. I will win. You will lose. Any takers?
I LOVE LU
advalorem@lucentpollyannaindrag.com |
