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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (50957)	3/7/2013 12:29:48 AM
From: Spekulatius	Read Replies (4) \| Respond to of 78476

I wonder how much life is left in the landline business. We just closed out landline this week and moved it to a VOIP Ooma system. I had a planned to move the landline before but i also wanted faster internet and had to get a phone/internet Uverse bundle from ATT to get the cost down. Now the contract has expired and I am getting rid of Voice but keeping the internet. This saves me 30$/month. Ooma system cost is 200$ including the cost to port over the old phone number. So far, the Ooma system works great and installation was a breeze. Ooma's basic service is basically free, except for some taxes and 911 cost (~4$/month) and you get virtually unlimited calls within the USA and very cheap international call costs too. Makes me wonder why MSFT has not come up with a Skype phone or Google with a Google voice hardware yet. I know there are some out there , but no real integrated solutions. FWIW, I sold my VOD today (has got nothing to do with above), mostly because I am concerned about capital allocation, once they receive funds from selling their Verizon wireless stake. They have an acquisitive past and lately those acquisitions have not worked well. So since I wanted to sell something anyways, I decided to sell my VOD shares. My initial plan was to sell my Tesco position, but after reviewing the 2012 results, I actually like what they are doing (basically slowing down the expansion and improving ROA). The same strategy has worked well for WMT and MCD and I feel that Tesco is on the same path. At a 10x trailing PE, 4%+ dividend yield and improving Same store metrics, it's still a buy, imo. tescoplc.com