NASDAQ:ERIC
9.01
0.07
(0.77%)
Ericsson is a multinational networking and telecommunications company headquartered in Stockholm, Sweden.
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Analysis and Opinions about ERIC-Q
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 13, 2020
ERIC is one of the three big players in 5G. Problem is, ERIC has cut its dividend. The 5G cycle must happen to boost ERIC. ERIC's three-year chart is okay, not great. Also, the Canadian (and global) telcos will have a tough time boosting cell and internet bills much to absorb the cost of launching 5G.
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ERIC is one of the three big players in 5G. Problem is, ERIC has cut its dividend. The 5G cycle must happen to boost ERIC. ERIC's three-year chart is okay, not great. Also, the Canadian (and global) telcos will have a tough time boosting cell and internet bills much to absorb the cost of launching 5G.
BUY
BUY
November 13, 2019
A 5G recommendation? Ericsson just released strong results, driven by 5G momentum and strong execution on its networks business. Over the next 2-4 years they will have great growth. 5G will impact the rise of the internet and will have a massive impact on our world.
Show full opinionHide full opinionA 5G recommendation? Ericsson just released strong results, driven by 5G momentum and strong execution on its networks business. Over the next 2-4 years they will have great growth. 5G will impact the rise of the internet and will have a massive impact on our world.
PAST TOP PICK
PAST TOP PICK
October 1, 2019
(A Top Pick Oct 31/18, Down 7%) He bought more stock. This is about 5G with the big three hardware players being Huawei (can't buy it, because it's state-owned), Nokia and Ericsson. He owns the latter two. This is down due to litigation issues. It's a great opportunity to buy it now.
Show full opinionHide full opinion(A Top Pick Oct 31/18, Down 7%) He bought more stock. This is about 5G with the big three hardware players being Huawei (can't buy it, because it's state-owned), Nokia and Ericsson. He owns the latter two. This is down due to litigation issues. It's a great opportunity to buy it now.
COMMENT
COMMENT
May 27, 2019
He can't judge the difference between this and NOK-N. If Hauwei continues as a competitor, they will not have to generate the same financial results in their business as Western companies do. He does not think ERIC-Q will position themselves to increase production until they are told China is being kept out of the market.
Show full opinionHide full opinionHe can't judge the difference between this and NOK-N. If Hauwei continues as a competitor, they will not have to generate the same financial results in their business as Western companies do. He does not think ERIC-Q will position themselves to increase production until they are told China is being kept out of the market.
BUY WEAKNESS
BUY WEAKNESS
April 17, 2019
They took profit on it at $9.65. With CISCO, Nokia and Huawei are the big ones in the 5G deployment. He likes it.
Show full opinionHide full opinionThey took profit on it at $9.65. With CISCO, Nokia and Huawei are the big ones in the 5G deployment. He likes it.
WAIT
WAIT
April 3, 2019
Ericsson vs. Nokia. He's taken profit on both, and they're out of both and looking for them to come back. Nokia top and bottom line missed on both. For Ericsson, he'd look to buy back in around 890. Both benefited from the Huawei controversy. But now a lot of the European telecoms and IT companies are buying from Huawei.
Show full opinionHide full opinionEricsson vs. Nokia. He's taken profit on both, and they're out of both and looking for them to come back. Nokia top and bottom line missed on both. For Ericsson, he'd look to buy back in around 890. Both benefited from the Huawei controversy. But now a lot of the European telecoms and IT companies are buying from Huawei.
PAST TOP PICK
PAST TOP PICK
December 14, 2018
(A Top Pick Oct 31/18, Up 4%) For a massive company, it's pretty volatile. But it's held up strongly, because of the 5G deployment and because Huawei is under pressure.
Show full opinionHide full opinion(A Top Pick Oct 31/18, Up 4%) For a massive company, it's pretty volatile. But it's held up strongly, because of the 5G deployment and because Huawei is under pressure.
TOP PICK
TOP PICK
October 31, 2018
They just reported last week and views the recent pullback as an excellent buying opportunity. This will be one of the main suppliers in the 5G deployment space, which is just getting going. Yield 1.4%. (Analysts’ price target is $9.75)
Show full opinionHide full opinionThey just reported last week and views the recent pullback as an excellent buying opportunity. This will be one of the main suppliers in the 5G deployment space, which is just getting going. Yield 1.4%. (Analysts’ price target is $9.75)
WATCH
WATCH
October 1, 2014
Large Swedish manufacturer of capital goods for telcom industry. Strong balance sheet. Touch business, low margin. There are many players that are well capitalized. Emerging markets are pressuring telcos to use their own capital products producers.
Large Swedish manufacturer of capital goods for telcom industry. Strong balance sheet. Touch business, low margin. There are many players that are well capitalized. Emerging markets are pressuring telcos to use their own capital products producers.
HOLD
HOLD
June 3, 2014
Over the next few years, you will see more and more consolidation in the telecom and cable industry. People that use mobile phones and Internet at home want more and more data, and want it faster and faster. Growth in video is growing very rapidly, particularly on the mobile side. This company basically sells all the plumbing to make all that happen. Stock has been a laggard, only up 10% in the last 12 months. However, from a capital spending standpoint, the outlook is quite strong
Over the next few years, you will see more and more consolidation in the telecom and cable industry. People that use mobile phones and Internet at home want more and more data, and want it faster and faster. Growth in video is growing very rapidly, particularly on the mobile side. This company basically sells all the plumbing to make all that happen. Stock has been a laggard, only up 10% in the last 12 months. However, from a capital spending standpoint, the outlook is quite strong
HOLD
HOLD
April 9, 2014
Although this is more of a value play than a growth play, it might now be migrating to a growthier outlook. Not involved in the telecom carriers because he sees a big increase in the level of investment that they are going to have to make. If there is one company that is extremely well exposed to that, it is this one. A dominant player and have leading technology. As carriers have to increase their spending, they recognize that this company’s technology is superior and this company will start to win more of that business. He can see a potential for improvement in their growth rate, and more importantly, improvement in margins.
Although this is more of a value play than a growth play, it might now be migrating to a growthier outlook. Not involved in the telecom carriers because he sees a big increase in the level of investment that they are going to have to make. If there is one company that is extremely well exposed to that, it is this one. A dominant player and have leading technology. As carriers have to increase their spending, they recognize that this company’s technology is superior and this company will start to win more of that business. He can see a potential for improvement in their growth rate, and more importantly, improvement in margins.
HOLD
HOLD
October 18, 2013
Great company, great products. Lots of consolidation in the industry. In a very good position, had a decent recovery. Valuations are stretched but prospects for growth are there. May still be some upside. Good quality company.
Great company, great products. Lots of consolidation in the industry. In a very good position, had a decent recovery. Valuations are stretched but prospects for growth are there. May still be some upside. Good quality company.
BUY
BUY
January 8, 2013
Telecom equipment guys have been in a very stable range for the better part of 12 years. Now is the time to be in equipment stocks. Has been a tremendous amount of under spending. This company is in the sweet spot of where the spending should be. Apple (AAPL-Q) has been receiving a lot of subsidies to get people to take a contract but thinks this is now over. (See Top Picks.)
Telecom equipment guys have been in a very stable range for the better part of 12 years. Now is the time to be in equipment stocks. Has been a tremendous amount of under spending. This company is in the sweet spot of where the spending should be. Apple (AAPL-Q) has been receiving a lot of subsidies to get people to take a contract but thinks this is now over. (See Top Picks.)
DON'T BUY
DON'T BUY
August 9, 2012
Used to own many years ago. Once you start competing with the Chinese companies, your margins are going to go down. They are not as motivated by profits. Doesn’t see room for improvement in margin side.
Used to own many years ago. Once you start competing with the Chinese companies, your margins are going to go down. They are not as motivated by profits. Doesn’t see room for improvement in margin side.
PAST TOP PICK
PAST TOP PICK
March 18, 2008
(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.
Show full opinionHide full opinion(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.
