Opinions
David Baskin
Alcatel
AT-T
BUY
May 22, 2001
Stock price when the opinion was issued
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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has seen some downgrades recently. It still has growth potential which has not changed and it is trading at a large discount to peers. Good for aggressive investors. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The decline in price is typical when there is a stock sale. Still has potential though it might take some time. Growing nicely with lots of cash. 6x sales versus peers that are trading at 27x. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Insiders have been net sellers but still have more dollars at risk than last year. The stock has run up 1000% in a year. Expected growth is high. Ads are driven by the economy but advertising budgets seem to be growing. Clean balance sheet and good prospects. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the growth prospects and relative valuation. A possible takeover target. Strong balance sheet with good growth expected over the next several years. Ad spending should increase with reopening. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sell off is probably excessive but some may be throwing in the towel after buying at higher prices. They reported an okay quarter but growth overall was disappointing. A hold for now. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There are no guarantees, 5i would be quite surprised if there is no decent bounce back in January. Excluding cash, the company is trading at 1x sales, which is far cheaper than any stock in the same industry. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. With a 90% decline from last year, it is reaching deep-value territory. Trading forward price to sales is 1.6x, forward PE is 13.1x. Price to book is at 2x. The company is profitable and has generated positive free cash flow. Debt is low and sales should increase by 21%. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Management is decent. Growth has been solid. Fundamentals support a higher valuation than at what it is trading at right now. The markets are shunning tech companies right now. The stock is regaining some ground recently. Could start a position here. Unlock Premium - Try 5i Free