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| TOP PICK | 46.950 | Don Reed | 589 Million subscribers. Great growth. Growing a subscriber base at 5 Million a month. Signed contract with Blackberry and once they get that out in their system (modify system), it is another wave for them. Good growth. | 2011-03-15 | |
| Comment | 49.480 | Paul Harris, CFA | A lot of competition and regulatory issues, which is why it has gone sideways. | 2010-12-23 | |
| PAST TOP PICK | 49.940 | Don Reed | (A Top Pick Aug 24/10. Down 0.16%.) | 2010-11-23 | |
| PAST TOP PICK | 51.400 | Mark Grammer | (Top Pick Dec 17/09, Up 16.91%) Still holds, still likes and would buy at these prices. | 2010-11-03 | |
| TOP PICK | 51.620 | Don Reed | Growing subscriber base at about 5 million a month. Recently got the franchise to sell Blackberry in China. Well managed company. | 2010-08-24 | |
| PAST TOP PICK | 49.410 | Mark Grammer | (A Top Pick Dec 17/09. Up 10.30%.) Still likes. | 2010-06-30 | |
| DON'T BUY | 47.530 | Paul Harris, CFA | On China's mobile/fixed line market there is lots of price competition. Data and smart phone business is exploding there. They still have a 2G network so there are a lot of problems. | 2010-05-19 | |
| DON'T BUY | 49.290 | Charles Lannon | (Market Call Minute.) Their decision to pursue North America technology (?) standard is incredibly shortsighted. | 2010-04-29 | |
| TOP PICK | 45.550 | Mark Grammer | Has been one of the worst performers in China and has under performed the index by about 50% or so. Yielding over 4%. 500 million subscribers and growing. | 2009-12-17 | |
| BUY on WEAKNESS | 50.390 | Keith Richards | Seems to be an uptrend in-place from March. There is a little bit of consolation right now and is above its moving averages. Looks pretty good overall. If it pulls back to $47-$48, it could be a buy. | 2009-09-24 | |
| TOP PICK | 51.980 | Mark Grammer | Largest mobile phone company globally. 450 million subscribers and adding 5-7 million new subscribers every month. Take in more cash than they spend. | 2009-07-27 | |
| TOP PICK | 44.340 | Michael Brown | Has grown about 30% in the last 10 years and is projected at 20% a year going forward. Trading at 10X with a 4% yield. One of the largest companies in China so many flowing in will tend to go here. | 2009-03-04 | |
| PAST TOP PICK | 51.980 | Don Reed | (A Top Pick Feb 22/08. Down 31%.) Largest cellular provider in the world. Growing at 5 to 6 million a month. Stock weekend as China went through a restructuring of the telecom industry. Still have a lot of room for growth. | 2008-12-10 | |
| BUY | 50.530 | Drummond Brodeur | Largest cellular company in the world. The dominant operator in China. It will respond as China's actions start picking up over the next 6 months. | 2008-09-26 | |
| WATCH | 54.710 | Patricia Perez-Coutts | Sold her holdings last year because she saw cracks in the horizon regarding profitability and future CapX. Penetration is almost there. Even the rural area, which was supposed to be the growth, is actually fully penetrated. Consider buying at about 30% less. 3% yield roughly. | 2008-09-03 | |
| Comment | 68.820 | Drummond Brodeur | Largest cell company in the world. Expect they do pretty well over the next 5 years but competition could get a little tougher as there has been a new restructure of the Chinese telecom industry. Government would like to see a more balanced playing field. | 2008-07-24 | |
| DON'T BUY | 65.810 | Thomas George | Great growth story in the Chinese emerging market. Have a 70% share of Mobile and 400 million customers. Regulators are trying to change the playing field in China so risk has risen. Capital expenditures could increase with the governments requirement of 3G standard. Use caution. | 2008-07-09 | |
| DON'T BUY | 68.660 | Patricia Perez-Coutts | Sold her holdings when she saw little cracks on the horizon. These have now come into play. Includes changes in the regulatory environment. Government requires G3 implementation and they don’t have the CapX to do it. Also forced mergers by the government. Not sure of the sustainability of profits. Too expensive. | 2008-06-17 | |
| BUY | 84.870 | Cameron Webster | A really good proxy for the emerging market consumer. European, UK and US consumers may struggle for the next 12 to 18 months. The Asian consumer is still employed and earning higher wages with a pent-up demand for these toys. This is the biggest player there. | 2008-05-08 | |
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| WEAK BUY | 71.560 | Mark Grammer | A great company, one of the blue chip companies in China. Consumption in China will pick up and this company is well positioned for it. Almost a monopoly. Worried that competition may catch up. Very good 3-year view. | 2008-03-18 | |
| TOP PICK | 51.980 | Don Reed | Telecommunications. 371 million cell phone subscribers. Chinese government just approved the sale of blackberries about six months ago, which they sell. 6 to 7 million new subscribers per month. Has come off its high so there is good room to move. | 2008-02-22 | |
| PAST TOP PICK | 80.710 | Michael Decter | (A Top Pick Feb 26/07. Up 68.8%.) Largest mobile phone company in China. Value we should and has gotten to a very lofty level and he has sold his holdings. Consider Selling. | 2007-11-12 | |
| BUY | 57.780 | Don Reed | Have 300 million subscribers. Subscription base is growing 5 to 6 million per month. Starting to look outside of China. Still lots of growth to go. Might be starting to get a little expensive. | 2007-07-12 | |
| BUY | 50.970 | Som Seif | Good company fundamentally for the long term. | 2007-06-18 | |
| Comment | 46.510 | Patricia Perez-Coutts | The bearer of the flag for that marketed. A government owned company, that will copy other technologies to their advantage. Rim being an example, which they've produced the "Red Berry". | 2007-06-05 | |
| BUY | 44.190 | Norman Levine | Very wary of investing in China through Chinese equities. It's an immature market and there aren't a lot of controls. This is one of the few that he would own as it has really solid growth potential. | 2007-03-28 | |
| BUY | 44.600 | Gavin Graham | Biggest mobile phone company in the world. Trading at about 28 X next year's earnings. 1.8% dividend yield. Good buy for an emerging market. Has come off and will come off more as China continues to sell off. On a 3 to 5 year view, this is a no-brainer. | 2007-03-06 | |
| BUY | 46.470 | Mark Grammer | Has grown relatively quickly but its business model is very sustainable. Not an expensive stock relative to the market or to telephone or mobile stocks in general. Penetration rate is about 30% in China and could go to 80%. | 2007-02-28 | |
| TOP PICK | 49.280 | Michael Decter | Largest mobile telephone company in the world. 260 million-subscriber base. | 2007-02-26 | |
| Comment | 41.850 | Charles Lannon | Largest mobile phone company in China. EBITDA multiple is about 6.5 X calendar 2007. Given the growth profile, valuation is not particularly demanding. Major risk would be regulatory. Chinese government is in the process of issuing 3G licenses and there is fear that this company's present advantages could be compromised. | 2007-01-09 | |
| BUY | 37.300 | Paul Harris, CFA | In one of the highest growth areas on the mobile side. Well-managed. | 2006-10-04 | |
| TOP PICK | 17.260 | Mark Headley | Looks for companies that are ahead of the curve and driving the change in China. The dominant provider of mobile phones. Has struggled with a lot of competition, but it will survive. | 2004-12-03 | |
| DON'T BUY | 14.710 | Mark Grammer | China Mobile and China Unicom are the two big mobile plays in China. Regulatory risks. Until there's clarity, doesn't want to own these stocks. Not cheap. | 2004-03-19 | |
| DON'T BUY | 16.000 | David Driscoll | A concept stock, so very speculative. | 2002-01-09 |
