Ericsson LM Telephone

ERIC-Q

NASDAQ:ERIC

7.77
0.24 (3.02%)
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
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.

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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.
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(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
COMMENT
February 22, 2008
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.
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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
BUY
December 6, 2007
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.
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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
DON'T BUY
November 19, 2007
Nokia has been taking market share from both this company and Motorola. Avoid this company for the moment.
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Nokia has been taking market share from both this company and Motorola. Avoid this company for the moment.
HOLD
HOLD
October 25, 2007
Have always been very good at what they do. Owns Nokia because it has better distribution, and manufacturing.
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Have always been very good at what they do. Owns Nokia because it has better distribution, and manufacturing.
WEAK BUY
WEAK BUY
October 16, 2007
Vague, (he needed more time)
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Vague, (he needed more time)
PAST TOP PICK
PAST TOP PICK
September 19, 2007
(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.
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(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
PAST TOP PICK
June 6, 2007
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.
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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
TOP PICK
June 6, 2007
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.
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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
DON'T BUY
April 30, 2007
One of the better providers of networking hardware gear, but there are just now slam-dunks in this part of the market right now.
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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
TOP PICK
February 28, 2007
(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.
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(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
DON'T BUY
December 28, 2006
Wrong stage in the cycle for telecom equipment.
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Wrong stage in the cycle for telecom equipment.
TOP PICK
TOP PICK
December 13, 2006
(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.
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(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
DON'T BUY
December 7, 2006
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.
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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.
Showing 16 to 30 of 66 entries