LVLT--sollte man beachten o. T.

 

Aber kurz die News: Needham erhöht auf buy.

Und: das Orakel hält 20.0 Mio Shares mit Bershire.Der Mann liegt fast immer richtig.Also,Level 3 beachten.Der Chart kommt gleich.  

 

 

 

eindeutige Bullflag meiner Meinung nach,sollte erst konsolidieren
TUESDAY, SEPTEMBER 23, 2003 8:36 PM
- Reuters U.S. Company News

WASHINGTON, Sept 23 (Reuters) - Berkshire Hathaway Inc. (BRKA) held almost 19.9 million shares of stock in high-speed communications company Level 3 Communications Inc. (LVLT) as of the end of June, according to a U.S. regulatory filing on Tuesday.

Berkshire said it disclosed the holding in an amended filing with the Securities and Exchange Commission after the regulator denied confidential treatment of some of its holdings earlier this month.

In July 2002, Berkshire, which is controlled by billionaire investor Warren Buffett, and two well-known money managers at Longleaf Partners and Legg Mason Inc. (LM) invested $500 million in Level 3, which is based in Broomfield, Colorado.

bekloppter administrator!!!  

irgendwie hat das bei mir mit dem Chart nicht geklappt.LVLT ist auch nichts für den schnellen Zock,sondern eine Überlegung zur langfristigen Positionierung wert.

Hatte das Orakel nicht auch Nextel Anleihen gekauft? Ich erinnere mich so vage.Jednfalls scheint er u.a. auf unterbewertete Telecomwerte zu setzen.

Ciao B.L.  

 

 

Ihr Schlafmützen: Warren hat hier ins Klo gegriffen. Er hält seine Anteile schon
über ein Jahr. LU inzwischen 4-fach, NT inzwischen 8-fach.  

Ich kenne mich mit diesen Werten zu wenig aus: Aber Buffet wird in der Kategorie Chance Risiko entschieden haben.Gerade bei LU war doch einiges in Unordnung.Wer höheres Risiko geht,erhält im Erfolgsfall eine höhere Prämie.Aber 150% mit NXTL ist doch für gut 12 Monate nicht schlecht.

Wenn es bei LVLT ähnlich laufen sollte,wären das Kurse um 12,-- bis 15,-- in 12 Monaten.

Ich wollte im Übrigen "nur" eine Information geben,keine Kaufempfehlung-ggg.

Aber LU und NT sind super gelaufen.

Ciao B.L.  

NEW YORK, Sept 24 - Standard & Poor's today assigned its 'CCC-' rating to the proposed $500 million senior notes due 2011 being offered by Level 3 Financing Inc., a subsidiary of Level 3 Communications Inc. The notes will be issued under Rule 144A with registration rights. Bond proceeds, together with existing cash, will be used repay and terminate Level 3's senior secured credit facility. The proposed notes are rated only one notch below the 'CCC' corporate credit rating on Level 3 because Standard & Poor's assumes that priority obligations will be limited and, specifically, that any potential new senior secured debt will be much smaller in size compared with the current credit facilities that are being retired.

In addition, Standard & Poor's revised its outlook on Level 3 to developing from negative, based on Level 3's improved financial flexibility following retirement of the credit facility and elimination of associated covenants, and rising cash flow. The developing outlook also recognizes still depressed telecommunications industry conditions, especially in the long-haul transport sector. Prolonged weakness could hamper the company's ability to generate sufficient cash flow growth to reduce excessive leverage, potentially prompting the company to undertake debt restructuring actions. All outstanding ratings on Level 3 were affirmed.

"The ratings on Level 3 continue to reflect high financial risk from heavy debt levels and negative discretionary cash flow, as well as soft telecommunications industry conditions stemming from weak demand, overcapacity, and heavy competition," said Standard & Poor's credit analyst Eric Geil. The ratings further reflect risk from Level 3's aggressive consolidation strategy, which could slow the company's financial improvement progress. Tempering factors include customer contracts and cost-control efforts, which should help drive good cash flow growth once demand strengthens.
Level 3's negative discretionary cash flow is declining, and the company expects to produce positive discretionary cash flow in the second quarter of 2004. The company relies on liquidity from a cash balance that will be about $1.1 billion following completion of the proposed $500 million senior notes


Kommentar eines Shorters bei clearstation.com :In view of this, shorts may have some serious rethinking to do over the next 3 quarters when LVLT expects to reach free cash flow positive

 

Sep 24, 2003 (The Denver Post - Knight Ridder/Tribune Business News via COMTEX) -- Warren Buffett's Berkshire Hathaway Inc., the most notable of Level 3 Communications' white-knight investors, disclosed Tuesday it unloaded half of its stake in the company by the end of the second quarter.

Berkshire received roughly 36.7 million shares of Level 3 in mid-June when Level 3 converted notes held by the Omaha-based investment powerhouse into stock. That assumes some of Buffett's notes were not among a few converted by Level 3 earlier, something that is not publicly disclosed.

By June 30, Berkshire held only 19.9 million Level 3 shares, according to its Tuesday filing with the Securities and Exchange Commission. That means Berkshire sold 16.8 million Level 3 shares -- nearly 46 percent of its stake -- in the final 12 days of June.

Some analysts speculate Buffett has continued unloading Level 3 stock -- which has declined steadily since the conversion of Berkshire's bonds into shares -- in the third quarter. Berkshire doesn't have to report post-June 30 activity to the SEC until after this month.

"Looking at the relative direction of the stock price while all communications stocks have been generally up, the inference would be that he may have continued to be a net seller," said Tom Friedberg, an analyst with Janco Partners in Denver.

A Level 3 spokesman declined to comment Tuesday. Berkshire representatives did not return a phone message seeking comment.

Level 3 shares, which closed at $4.79 on Tuesday, have declined since touching close to $7.50 in May and June.

Broomfield-based Level 3 operates a global, fiber-optic communications network and resells corporate software. The company employs 5,500 people globally, including 3,000 in Colorado.

Two other big-name investors that had their Level 3 bonds converted to stock in June -- Legg Mason and Longleaf Partners Funds -- have held most of their shares.
Speculation has bubbled in recent months concerning whether Buffett -- a friend of Level 3 founder and chairman Walter Scott -- held his stock or dumped it in a lucrative flip atypical of his buy-and-hold reputation. Berkshire's filing on Tuesday provided the first glimpse at its early moves with the Level 3 stake.
Some analysts say Buffett's decision to break from his buy-and-hold habit will prove wise concerning Level 3.

"He's not just a brilliant investor, he's a tremendous trader in this thing"says Rock
Rock means Buffett knew his association with Level 3 would boost the company's stock, pushing it well above the $3.41 conversion benchmark.

Buffett also has been rumored as a buyer of Level 3's junk bonds in the past year. The value of those bonds has jumped markedly, due partly to Buffett's public purchase of the convertible bonds.
 

getan und die eine Hälfte nämlich 16,8 Millionen shares kurze Zeit später wieder mit Gewinn verkauft.Es wurde auch behauptet Buffett habe die Junkbonds von LVLT vergangenes Jahr gekauft  

by dpa-AFX und FIN Nextel steigert Umsatz im dritten Quartal, hebt Jahresprognose an    
16.10.03 14:26
Der amerikanische Telekommunikations-Konzern Nextel Communications Inc. meldete am Donnerstag aufgrund erhöhter Pensionsaufwendungen einen Gewinnrückgang im dritten Quartal. Angesichts eines Umsatzanstiegs sowie einer gesteigerten Nachfrage hob der Mobilfunkanbieter seine Gewinnprognosen für das Gesamtjahr an. Der fünftgrößte amerikanische Mobilfunkanbieter erwirtschaftete im Berichtszeitraum einen Nettogewinn in Höhe von 346 Mio. Dollar bzw. ein EPS von 32 Cents, nachdem man im Vorjahresquartal einen Nettogewinn in Höhe von 526 Mio. Dollar bzw. ein EPS von 55 Cents je Aktie erzielen konnte. Das Ergebnis lag jedoch im Rahmen der durchschnittlichen Analystenprognosen. Der Konzernumsatz stieg gegenüber dem Vorjahresquartal um 27 Prozent auf 2,89 Mrd. Dollar an. Insgesamt verbuchte man im abgelaufenen Quartal einen Zuwachs von 646.000 Neukunden und konnte man die diesbezüglichen Analystenerwartungen, welche von 550.000 Neukunden ausgegangen waren, deutlich übertreffen.


Für das Gesamtjahr hob Nextel seine Gewinnprognosen auf 1,15 Dollar je Aktie an, nachdem man zuvor noch einen Gewinn in Höhe von 1,00 Dollar erwartet hatte. Insgesamt will das Untenehmen im Gesamtjahr 2,2 Mio. neue Kunden gewinnen, was ebenfalls über der ursprünglichen Prognose von 1,9 Mio. Neukunden liegt.


Die Aktie von Nextel gewinnt im vorbörslichen Handel an der NASDAQ aktuell 1,67 Prozent auf 22,48 Dollar.



 NXCA.ETR  

Quelle: News (c) finanzen.net.