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February 2, 2012
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| 07:08 EDT |  | VZ |
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| 06:19 EDT | | VZ |
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January 31, 2012
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| 07:43 EDT | | VZ |
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| 06:59 EDT | | VZ |
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January 30, 2012
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| 13:30 EDT | | VZ |
| theflyonthewall.com: | Internal docs could mean Verizon shared data plan to launch soon, engadget says | | Verizon (VZ), which has previously said it plans a shared data solution for 2012, may be getting nearer to launching the offering, reported engadget, citing a source that provided screen shots of internal training materials. Reference Link :theflyonthewall.com |
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| 10:31 EDT |  | VZ |
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January 26, 2012
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| 23:33 EDT | | VZ |
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| 13:37 EDT | | VZ |
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January 25, 2012
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| 09:56 EDT | | VZ |
| theflyonthewall.com: | Verizon and others invest in Skyfire, Reuters reports | | Verizon's (VZ) venture arm, along with several other companies, has invested at least $8M in video tech company Skyfire as it aims to expand into European and Asian markets, according to Reuters. Reference Link :theflyonthewall.com |
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| 08:35 EDT |  | VZ |
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January 24, 2012
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| 21:35 EDT | | VZ |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer told his "Mad Money" viewers Tuesday evening that the new year has given them multiple ways to win. Cramer suggested, "Stick with the five big themes of 2012." Those trends being: (1) Increased consumer spending -- evidenced by strong earnings from Coach (COH). Other luxury plays like Ralph Lauren (RL), Whole Foods (WFM) and even Starbucks (SBUX) should do well. Also making the list was the newly minted Michael Kors (KORS). (2) Semiconductors have bottomed -- meaning great things for Texas Instruments (TXN) and Xylinx (XLNX), also Broadcom (BRCM) and Intel (INTC). (3) The cloud. He said that VMWare (VMW) had positive news and that might also bump up the earnings of other cloud players like Red Hat (RHT) and Salesforce.com (CRM). (4) We're "done with Europe." He said investors now expect the worst from Europe, so every bit of good news is a reason for U.S. stocks to rally. Investors are loving Euro banks and bonds, he said. And, (5) The collapse in natural gas prices. He said this means poor performance from the drillers and oil service stocks, but with natural gas now giving king coal a run for its money, that's big news for Westport Innovations (WPRT) and anyone who's helping convert trucks from diesel to clean burning, U.S.-made natural gas. Cramer said, with these five themes and stick with Apple (AAPL), and investors will have a winning year in 2012. Continuing his "Breakthrough Medical Stocks" series, Cramer highlighted both Bristol-Myers Squibb (BMY) and Pfizer (PFE). He said that Eliquis, a new drug that prevents strokes in patients with atrial fibrillation, is a blockbuster drug that's being developed jointly by Pfizer and Bristol Myers. Eliquis could receive approval by the end of March, and will definitely impact the bottom line of both companies. Both companies have healthy balance sheets to support their dividend yields and even raise them. Cramer also liked Pfizer's plans for breaking itself into separate companies, unlocking immense value for shareholders. Of the two, Cramer would pick Bristol Myers. Smaller, but still has plenty of other drugs in its pipeline that could surprise. Next, Cramer said the Google (GOOG) and Microsoft (MSFT) conference calls couldn't have been more different. Google praised itself for a lackluster quarter and Microsoft was humbled by a terrific number. He said that Google's hubris made it seem out of touch with reality and made analysts decidedly unhappy. Cramer said the trajectories of these stocks makes sense. Microsoft, he said, is going higher, while Google is in the penalty box for at least one quarter to see if it can fix its mistakes. EXECUTIVE DECISION: Cramer once again spoke with Richard Kinder, chairman and CEO of Kinder Morgan Energy Partners (KMP), that's returned 122% since Cramer first recommended the master limited partnership in April 2007. Kinder reaffirmed that Kinder Morgan Energy Partners (KMP), can continue to grow its distribution to shareholders by 7% a year, while its general partner, Kinder Morgan (KMI), is on pace for growth of 12% a year. Kinder was also upbeat about the company's drilling efforts in Texas, where the company plans to ramp up to 7,000 barrels a day of oil production. Cramer continued his recommendation of Kinder Morgan. Any weakness, he said, and investors should get back in. NO HUDDLE OFFENSE: McDonald's (MCD) runs up ahead of the quarter only to sell off thereafter. Cramer said this dip is a terrific buying opportunity. Verizon (VZ) almost always disappoints on its conference call, but then rallies later thanks to its 5.2% yield. Other companies like Kimberly-Clark (KMB), Johnson & Johnson (JNJ) and Travellers (TRV) -- there's a buying opportunity either ahead of or after the results that investors should capitalize on. LIGHTNING ROUND: (Bullish) EXC; ISRG; BAH; SAP; IBM. (Bearish) DMND; VC; MAKO; DECK. Reference Link :theflyonthewall.com |
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| 16:21 EDT |  | VZ |
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| 16:00 EDT |  | VZ |
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| 12:13 EDT | | VZ |
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| 09:24 EDT | | VZ |
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| 09:18 EDT | | VZ |
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| 09:09 EDT |  | VZ |
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| 08:57 EDT | | VZ |
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| 08:47 EDT | | VZ |
| theflyonthewall.com: | Verizon says sold 7.7M smartphones in Q4 | | Says activated 4.3M iPhones and sold 1.6M 4G LTE smartphones. :theflyonthewall.com |
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| 08:42 EDT | | VZ |
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| 08:40 EDT | | VZ |
| theflyonthewall.com: | Verizon says $2.20 "a more logical starting point" for 2012 EPS view | | Consensus is $2.52. :theflyonthewall.com |
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| 08:37 EDT | | VZ |
| theflyonthewall.com: | Verizon CFO says "confident" of wireline margin expansion in 2012 | | :theflyonthewall.com |
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| 08:36 EDT | | VZ |
| theflyonthewall.com: | Verizon CFO Fran Shammo says 4G LTE "really taking hold" | | :theflyonthewall.com |
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| 08:36 EDT | | VZ |
| theflyonthewall.com: | Verizon CFO says has "tremendous" confidence in long-term growth prospects | | Says well positioned for strong growth and profitability in 2012. Comments made on the Q4 earnings conference call. :theflyonthewall.com |
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| 08:31 EDT | | VZ |
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| 08:10 EDT |  | VZ |
| theflyonthewall.com: | Verizon breaks below its 50-day MA after earnings, support at $36.90 | | :theflyonthewall.com |
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| 07:39 EDT | | VZ |
| theflyonthewall.com: | Verizon says Verizon Wireless added 1M net connections in Q4 | | company added 1.5 million retail customers, including 1.2 million retail postpaid customers. While the wholesale channel grew during the fourth quarter, a loss of telematics customers resulted in a net decrease of 490,000 wholesale and other connections in the quarter. At year-end 2011, smartphones accounted for 44% of the Verizon Wireless retail postpaid customer phone. :theflyonthewall.com |
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| 07:36 EDT | | VZ |
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| 07:35 EDT | | VZ |
| theflyonthewall.com: | Verizon reports 201,000 FiOS Internet, 194,000 FiOS Video net adds | | For Wireline, reports 8.5% year-over-year increase in consumer ARPU; FiOS ARPU was more than $148 per month. 14.7% increase in strategic services revenues, representing 51% of global enterprise revenues. :theflyonthewall.com |
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| 07:35 EDT | | VZ |
| theflyonthewall.com: | Verizon reports Q4 Wireless revenue $18.3B, data revenue $6.3B | | Reports 5M retail net additions, includes 1.2M retail postpaid net customer additions; 108.7M total connections, includes 92.2M retail customers. 2.6% growth in retail service ARPU over 4Q 2010; retail postpaid data ARPU up 14.3%. :theflyonthewall.com |
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| 07:33 EDT | | VZ |
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January 23, 2012
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| 11:40 EDT | | VZ |
| theflyonthewall.com: | Earnings Preview: Verizon shares trade lower ahead of Q4 report | | Verizon Communications (VZ) is expected to report Q4 earnings before the market open on Tuesday, January 24, with a conference call scheduled for 8:30 am ET. Analysts are looking for EPS of 53c on revenue of $28.39B. The consensus range is 50c-56c for EPS, and revenue of $27.99B-$28.79B, according to First Call. Verizon reported positive Q3 results, narrowly beating EPS and revenue estimates. On its Q3 conference call, the company said it emerged from Q3 in a strong position to accelerate growth. Management said the company would meet FY11 EPS targets and that it expected ARPU to improve in Q4. iPhone 4S demand continues to be strong which should boost earnings. The shares have advanced modestly since Q3 results were released, hitting a 52-week high of $40.48 in late December. Since hitting a 52-week low in August of last year, the shares are up approximately 20%, and are currently trading near its two-year highs made a month ago. With so much good news discounted in the shares, investors will need exceptional results to justify further commitments. :theflyonthewall.com |
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