Deutsche Telekom AG (DT)

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  • commenter
    Maybe
    Aug 19 01:34 AM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    It is difficult to overemphasize the role of trust in a debt relationship. All the oil earnings and Japanese savings are on loan to the US; but the US, thanks to losses in the unregulated financial sector,cost of war, and imprudent consumption, cannot afford to pay anything on these loans. Once the lender starts getting negative returns, he'll look elsewhere. The Euro is the first currency that comes to mind, even though the European economies simply cannot absorb the trillions now in US debt paper. Hopefully, a new chapter is being opened from 2009. Reply
  • commenter
    SinNawlins
    Aug 14 03:22 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    actually the US treasury debt is reasonably low and manageable (measured in terms of % of annual GDP) compared to other first world countries. What is alarming is the drunken sailor spending of congress and the way they want to pander to voters, buying votes with more spendoing funded by debt to be paid by America's young. The democrat candidate would like to blow the lid off public spending. There is no benefit he won;t promise to get more votes. And the bad news is there is no way he can tax the rich to pay for it. They don;t have enough to fund it. The middle class will continue to get hurt, and will have to pony up higher taxes and get hit with more AMT with fewer deductions and lower future SS & Medicare benefits. Reply
  • commenter
    rbblum
    Aug 14 01:20 AM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Interesting to review the two viewpoints regarding the direction of the US dollar although supporters of a stronger US dollar going forward were rather shallow with the facts and blind in not considering other components that will lead to a diminishing US dollar . . . . good for AU.

    Whether it is losing the status of world currency reserve, ever-increasing US government expenditures & obligations, US government increasing committment towards existing entitlement programs, US Congressional enticement of additional entitlement programs, US government inability to curb fraud/waste/abuse, US Congressional representatives not being held accountable in regards to financial and monetary activities - including the implementation of earmarks, and increasing local/state/federal taxes.

    Sooner or later the majority will recognize that gold will have the value to buy freedom and benefit. You can have the digital US dollars backed by the integrity & confidence of the US Congress.     Reply
  • commenter
    Petengineer
    Aug 13 11:43 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    This is a very practical and realistic article. US has already $ 9,000,000,000,000+ deficit and climbing upward every second and thus, weakening dollar strength. Hugo Chavez and Ahmadinejad (and Russia) are our adversaries and they want to destroy US economy/power at any cost. Other so called US friends in OPEC are also losing money by selling their only commodity (oil) in dollars. They are no stupid. Why should they help us when their cost of living going up due to weak dollar?

    Our clueless, visionless moron politicians in Washington just keep on bickering on energy policy since 1972. Right now, we are tranferring over $700 billion wealth per year to purchase oil from OPEC countries. We could have solved this energy problem by now if these morons in Washington acted intelligently. It's time to replace these inefficient politicians with good people who will look after our country's interest rather than their own pocket/power.     Reply
  • commenter
    DonaldRay
    Aug 13 08:22 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Wasn't this news reported about 6 months ago about the iranians an chavez wanting too change to the euro. Reply
  • commenter
    surgcare
    Aug 13 05:04 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    This is a good article and for those who thinks its hogwash need to get their heads out of the sand or take some serious medication .My guess most of you skeptics are democrats who want to deny that its their fault that the US is in this situation by refusing all sorts of energy such as drilling and sending all our money to the OPEC nations and china who may also do the same thing or just by up america ,what ever is left . Reply
  • commenter
    lucasiewicz
    Aug 13 04:46 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Like it or not, the US is still the economic engine of the world. As we slow, so does everyone else - that includes China and India. As someone else said, oil is denominated in dollars because we buy the most of it. That isn't likely to change soon, but in the meantime we need to get our own financial house in order to help that along. Congress needs to figure out that $10 trillion is too much debt, and $500 billion for one year is too high of a federal deficit.

    Personally I'd like to see the US weaned off of oil, just so that we could send the OPEC nations a huge wake up call: We don't want your product. Stop financing islamic terrorists. Stop providing aid to communist rebels in Columbia. Or else.

    PS: For those not in the know, the fall in our currency has allowed us to boost exports. This June we exported more goods ($164 billion) than we ever have in the history of our nation, and our trade deficit shrunk to levels not seen in over a decade. This has allowed us a mild recession so far despite the economic chaos we're experiencing. Countries that are currently pegging their currencies to the dollar at artificially low levels and gambling their economic futures on trade surpluses with the US need to come up with another plan. We can still make things ourselves and be competitive while doing it, especially when it costs too much to ship cheaper items here.

    Reply
  • commenter
    OldLimey
    Aug 13 02:32 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Mr. Hart: sterling's decline didn't come about entirely because of a myopic belief that the sun would never set on the Empire. Getting involved in one too many wars also contributed. On that subject, what are all those extra carrier battle groups going to be doing in the Gulf? Exercises? Reply
  • commenter
    Sportinghart
    Aug 13 02:03 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    As we all know the US is in a recession whether you want to admit it or not. The federal defecit is in the trillions of dollars and the real estate market has not reached the bottom yet, when it does more problems will follow. It is no wonder that Iran and OPEC no longer trust the dollar. If I were them I would want a safe haven too until the US demonstrates some fiscal responsibility for what they have created. Reply
  • commenter
    fran
    Aug 13 12:06 PM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    a bankrupt nation receives the same reaction from it's potential lenders as does the bankrupt individual. neither one will receive much credit for the future.

    good advice, but more emphasis needed on things vs paper--commodities vs stocks, bonds, currencies. all fiat currency based paper will trend towards zero value. people exist on things and will pay whatever for things.     Reply
  • commenter
    User 199792
    Aug 13 10:51 AM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Who knows? Only the shadow knows, but the good thing about the article is that we have a watch list, in case the author is correct. Nice to be ready, just in case Reply
  • commenter
    dontgetfoole
    dagain
    Aug 13 08:25 AM
    Wireless Carriers: Sprint and T-Mobile [view article]
    IMHO: S results are relative, relative to their own performance and relative to their competition which is where I believe the focus should be. They compare their churn rate against their own measurement as opposed to an industry wide comparison. They are 100 basis points higher than the 2 leaders T/VZ. Hesse is right about churn being the single most important metric regarding company performance since a 2% churn rate translates into an 11% decline in sales. However, even if he gets the churn rate down to 1%, which I doubt he can accomplish without a severe drop in ARPU or an increase in phone subsidies, that would still translate into a ~5% drop in sales. The have already mined the high-end of the ARPU curve and will eventually deplete the number of customers who can afford $99/month. At their current sales run rate and their debt to EBITDA ratio climbing, they may be close to violating their debt covenants which would not bode well for the equity holders.

    Their revenue is declining at >11% y-o-y. Wireline is not a big contributor to gross margins and only comprises ~15% of gross sales revenue.

    Qwest leaving for VZ, Embarq leaving for unnamed carrier, Federal government GSA contracts lost, problems with the MVNO, a churn rate that when bi-annualized (assumes 2 year contracts) translates into a 24% defection rate. In order to grow the business they must run faster than 24% adds just to stay even. I don't see that happening.

    Again, IMHO, I might look at the bonds but certainly not the stock. I believe that the bonds have more upside than the stock should DH turn this ship around.

    One more thing: Leverage works both ways. Nxtl took advantage of high leverage when they were profitable and the stock popped as a result; but, leverage can also magnify and amplify losses. Just something to keep in mind. The time to buy highly leveraged, high beta stocks is in the beginning of an economic recovery. We are nowhere near that point yet. Just my humble opinion.     Reply
  • commenter
    Gee741
    Aug 13 06:15 AM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Does anyone realise how much in dept US is???
    Can they afford to buy anything at all???
    Oh sorry, my mistake, another loan will fix it!     Reply
  • commenter
    Blue-Eyed
    Devil
    Aug 13 01:28 AM
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    If Armydijon puts his finger on the Euro button, the US Navy will blast him into outerspace. Also, the USA is the biggest buyer of oil. If the current system is upset, and the Dollar plunges, destroying the US Economy, nobody will be able to afford gas. OPEC will lose it's biggest customer. Reply
  • commenter
    Innerdiamond
    Aug 13 12:54 AM
    My Website
    8 Ways to Profit if OPEC Dumps the Dollar [view article]
    Excellent article that is not actually ahead of its time, but rather a couple years behind. The word of this has been circulating within the inner circles of politics and has been a major impetus on foreign policy with the middle East for quite some time. My Dad was a Diplomat in the US government and I can attest that nothing is as it appears to be. Its mostly fodder for the masses. It is most wise to understand that our reactionary responses as a nation impedes our evolutionary progress both individually and as a nation. Reply

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