Ericsson LM Telephone (ERIC) Buy, Sell or Hold

Ericsson LM Telephone (ERIC)

12.56

-0.79 (5.92%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

75 watching

PAST TOP PICK

(Top pick, February 28, 2007. Down 46%) The margins disappointed. The competition from China became much fiercer. Has become a value stock instead of a growth stock. The price of this stock is reflecting its environment. A buy for a 3-year view.

COMMENT

Consumer electronics and cell phone providers. Great company. Has suffered dramatically in the last little while. Missed on a couple of their earnings and guidance hasn't been that great. Still likes and he is looking at it for his portfolios.

BUY

Had a very disappointing quarter. Margins got severely hit. Stock is very cheap right now and believes over the next several quarters the margin will normalize. Looking at least 6 months out before seeing an improvement in margins. 3% dividend.

DON'T BUY

Nokia has been taking market share from both this company and Motorola. Avoid this company for the moment.

HOLD

Have always been very good at what they do. Owns Nokia because it has better distribution, and manufacturing.

WEAK BUY

Vague, (he needed more time)

PAST TOP PICK

(A top pick Sept 29/06. Up 18%) Definitely holding. Very comfortable with it. Doing very well in emerging markets. Leading market share in 3rd generation. Not consolidating, they’re growing. Made very strategic acquisitions. Really like the stock.

PAST TOP PICK

last on Sept 28 2006 Then 35.05 It's up 8%, but he's not happy with that. Would rather it was up 31%. Thinks it's undervalued. It's in the top 5 of his portfolio. No chance for this company to be taken over.

TOP PICK

It is trading on about 12 times next years earnings. It has consistently grown it's earnings at double digit rates. Has a strong joint venture with Sony-Ericson. Many of their competitors have consolidated because Ericson is such a stong competitor. They are now building their business in the servicing side, which will help sell more of their equipment.

DON'T BUY

One of the better providers of networking hardware gear, but there are just now slam-dunks in this part of the market right now.

TOP PICK

(A Top Pick (A year ago?) Up 1.1%.) Margins are double their next largest competitor, Nokia (NOK-N). Changing their model to a more sustainable service model. Feels the growth rate will be at least double the industry.

DON'T BUY

Wrong stage in the cycle for telecom equipment.

TOP PICK

(A Top Pick Jan 26/06. Up 14.8%.) The best wireless networking company. Very cheap at 14 X next year’s earnings. Growing at 15%-16%. Dominant in 3G with 40% market share.

DON'T BUY

Motorola (MOT-N), Nokia (NOK-N) and Ericsson (ERIC-Q) are suffering from a glut of cell phones. Too much competition and margins are low. Most of the money is coming from emerging markets, which are cheap bottom end phones.

TOP PICK

Likes networking. Ericson is very strong. He' is seeing consolidation. It's very cheap. Thinks it will grow 15% in the next 3-5 years.

Showing 31 to 45 of 80 entries

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Ericsson LM Telephone (ERIC)