Todd Rosenbluth Quotes (9 Quotes)

We have a negative outlook on the telecom-services sector, preferring smaller, rural providers and one in Canada that, in our view, have stable margins and are paying out dividends and buying back stock.

There is a need to reduce telecom competition but there are greater opportunities in wireless than long-distance,

The biggest benefit shareholders will receive is the dividend. Investors should accept what we view as an attractive yield until there is more clarity about the merger integration.

The company's results were better than we expected but not as strong as first meets the eye. There's a lot more work for the company to do to grow its profitability. It's a step in the right direction.

It's not that things are getting better. But things aren't getting worse, as many are expecting,

There are a lot of accounting issues that have taken place under prior management that haven't gone away and don't appear to be dissipating.

These deals leave standalone entities in a precarious position given likely competition from larger companies. BellSouth and Qwest have to decide how important a national presence is.

The rural phone companies do not face the same pressure as other telecoms. Competition from ATT and cable isn't impacting things as much. It's better for investors to aim toward the hinterlands.

Competition is going to rear its ugly head as companies cross over into each other's territory, ... Price has always been the key focus for telecom. It's a commodity business.