Shannon Zimmerman
speaker
587 appearances
8 recordings
1 series
first heard Apr 2009
last heard Nov 2009
Shannon Zimmerman’s voice in public audio — every appearance, attributed to the second.
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Appearances
It's an endlessly inventive ad sales company.
At some point, one of these efforts that always seems to be underway and emerging from Google is going to take off.
Maybe it will be the Chrome operating system.
I want to ask Tim a question as our in-house China expert.
So you look at the rally, and there's been a big rally in emerging market stocks.
And if the flight to risk, I guess you could call it, continues unabated, what happens to China as it's perceived as being a safer play on the emerging markets?
Does the performance there cool down or the fact that it's not a monolith?
So this is an unlikely radar stock for me, but it's Sprint Nextel, and it's up more than 100% on a year-to-date basis.
And just sort of doing some back-of-the-envelope calculations, it still looks like a bargain.
Definitely not for the faint of heart.
It's been profitability challenge over the last couple of years, but it's a free cash flow.
Not a cow, exactly, but it cranks out a lot of free cash flow.
A calf?
A heifer?
It's a calf.
I would give it that.
And about $18 billion in revenue during fiscal 2008.
Not a great year, obviously.
So looking at where it's trading now, which is below $4 a pop, it looks like a bargain.
About 40% of this back-of-the-envelope calculation discount to intrinsic value.
Showing 201–220 of 587 · page 11 of 30
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