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

To: Spekulatius who wrote (51056)	3/7/2013 9:22:17 AM
From: E_K_S	Respond to of 78476

OT - VOIP I have been a VOIP user for several years now. Just switched to a new service called VOIPo and have their 2 year flat rate contract for $185 (includes their ATA devise too). I get full unlimited usage over the U.S. and receive 1 hour of free talk time world wide every month. The service has tons of features and a great voice mail/sms text message system too. I can also activate my service on my smart phone using wifi and have my service at my vacation home which is activated using my older supera 100 ATA device. I was paying $15.95/month (that includes $5.00/month in various taxes) for unlimited CA usage w/ my previous provider Broadvoice. My new provider w/ better coverage charges only $7.00/month and I can activate several devices at several locations. This is truly disruptive technology so my thinking was that the real cash flow is in the wireless "service" business. There is no money (little cash flow) w/ these VOIP providers. So, to me VOD's wireless partnership w/ VZ is the crown jewel. I expect that some spin off unit would be the best for all shareholders w/ a new class of stock. Maybe even set it up as a MLP. I am not sure the managements will see it that way so I continue to hold my VZ and T common shares. Therefore, VOD is my backdoor wireless play. GOOG and even DishNetwork own (or have discussed buying) wireless spectrum in some sort of partnership deal to build out a WiFi/fiber optic network nationwide. I would put the proceeds from a VOD sale into GOOG since I may get some exposure to their technology. The problem is there are no bargains here(GOOG selling at an all time high), so for now VOD is the best valu proposition I could find in this space.

To: Spekulatius who wrote (51056)	3/7/2013 9:29:33 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78476

OT: May I ask why you need landline at all? Maybe we are low-minute users, but cell phones pretty much cover our usage and they are not tied to the house. I guess the only inconvenience is international calls, since we are tied to computer (Skype) to make them. But then we also can enable video, so it's not really a drawback. The only reason for landline I see is emergency and that's not really substitutable by VOIP.

To: Spekulatius who wrote (51056)	3/26/2013 4:17:32 PM
From: E_K_S	Read Replies (1) \| Respond to of 78476

Vodafone Group Public Limited Company (VOD) - Sold my high priced shares of VOD for a small profit I think the EURO will get weaker w/ more Europeans moving their Euros into $US denominated bank accounts. That may impact VOD relative to the $US. The stock is still undervalued according to the GN calculation. Therefore, I continue to hold 50% of my shares now w/ a cost basis of $26.20/share. VOD now only accounts for a 0.07% position in the portfolio about the same size as my VZ position. I like the industry but think VZ may be fairly valued at current levels. It hit a new 52wk high today closing at $49.46/share. EKS

To: Spekulatius who wrote (51056)	7/3/2013 2:39:31 PM
From: E_K_S	Read Replies (1) \| Respond to of 78476

Vodafone Group Public Limited Company (VOD) - Peeled off 50% of my VOD shares @ $28.73/share Raising cash and reducing my European exposure, I booked a small profit (for the taxable account) from the shares I bought 9/2012 @ $26.79/share. I think I can deploy the monies in other areas. I did add to my BP position at $41.36/share (in the IRA) selling some EGAS for a small gain. I still hold VOD shares bought at $25.65/share bought during the sell off in 1/2013. There is/was speculation that either VZ or T might be interested in buying all or part of VOD. However, the landscape has changed since then. VOD bought a $2B interest in a European cable franchise while VZ is rumored to be in negotiation for one or more Canadian wireless companies (Rodgers wireless was mentioned). I like the sector and own both VZ and T and would like to move the proceeds into one of these companies on any sell off. What's funny is one of my best gainers is CMCSA (current price $41.15/share) that I originally started buying in 10/2005 at $18.58/share. I never thought this was a value buy but at that time my cable bill was pretty high, so I thought I should own shares in the company. Since then, I have cut the cord and get most of my media from streaming over the internet. Watch the development of WiMax perhaps w/ the spectrum recently acquired in the Sprint acquisition. Also, INTC was mentioned as one company that wants to get into the streaming business (they have WiMax patents)and/or there is always GOOG which is one I have never owned but use their products. INTC is the better value buy and GOOG may be the best speculation (they are rumored to be developing a wireless network for delivering GOOG TV across all of the U.S.). Maybe if GOOG ever trades down to $600.00/share, I will start a position. GOOG at $886.43/share may still be a bargain but for now I will pass. EKS