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Strategies & Market Trends : Fundamental Value Investing

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To: Sergio H who wrote (1956)	9/13/2012 10:31:27 AM
From: E_K_S	Read Replies (1) of 4721

Re: Verizon Communications Inc. (NYSE: VZ) AT&T, Inc. (NYSE: T) Interesting to see activity in both these names as they are the beneficiaries of the new service contracts from all of those new IPhone sales. Even w/ subsidized phones, the new monthly service revenues eventually make it to the bottom line in higher profits. There are some lingering pension liabilities for both T & VZ but apparently these liabilities are not on the radar screen of new investors. Too bad VZ wan not in our selected SI candidate stocks but I do own both in my own portfolio. For me the catalyst is the new 4G lite wireless networks that leapfrogs the old GSM systems in speed and quality. Just looking at my friends monthly VZ and/or T bills, the incremental cash flows are huge. EKS

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