Man, that took forever! It is done though. A sort-of complete profile of Alcatel-Lucent (ALU). Man, I am not a salesman. Look, I wrote about what I wanted to write about. I wrote about things I thought were important. I added some stuff that I don’t think is important, but you probably care about it. I am trying to work with you. In general though it’s probably not a good purchase for most people. Individual investors do not really like to know that much about the stocks they own. At least not in that format. There is a reason that research reports are marketed mostly to institutional investors. They read the reports and decide to increase or decrease their position. Individual investors are more like voters. Their decision is made and come hell or high water they will not waver. At least when it comes to issues like what party to vote for. Long or short you stick to your guns.
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There are probably a few of you out there, and they are the people that I enjoy writing for most. These people are looking all over for interesting stocks and interesting stories. Alcatel-Lucent has four broken ribs, a punctured lung, internal bleeding, a bruised kidney, and mild tinnitus. I know the company has a lot of stalwart longs out there, but you need to understand that Alcatel-Lucent is not a good company. It is a bad company that can get better and make us all so much money, but only if things go right. That is a big if so don’t go too crazy. I really do like it more than might seem sane, and I would go with a slightly larger position than one might expect. Lets not get into specific trading talk. It is not really my jam.
If you are looking for a delicious turnaround play then ALU is a good choice. The company knows it sucks, has enough cash for a few years, is undertaking a restructuring, and has some cool products. A cool product made Apple nice. If ALU can do 1/1000th of that I’ll be happy. It cannot be overstated how important it is to realize that you suck. The company is optimistic about the future, because it has to be. It owns up to the fact that it has not done a good job. If you think that its undeniable, then you underestimate the ability for self-delusion. Granted they won’t be saying they are doing well, but they will say its a tough market, and they made strategic missteps betting on the wrong technology (We are sorry we did not notice the iPhone’s success. – Signed: RIMM, Motorola, and Nokia). Strategic misstep sounds like an admission, but it’s really not. It is more like, we made a smart choice, but things went against us. ALU has said with a soft touch that it spends too much money and employs too many people. Trust me in the world of PR that is something that needs to be beeped out. Admitting that sounds like the company hasn’t done a good job of running a business. How can a company admit that? Well one that has decided to fix things.
Buy My Alcatel-Lucent Stock Research
As calls for actions go its not that impressive, but you can spend a ton of time learning about the company. I get into some technical details about the products that people might not like. I spent a lot of time with textbooks to gain some understanding of what I am talking about. Qualitative analysis is NOT easy.
So this is just a basic announcement saying its ready. If you are curious what is inside you can pick up this sample. I include for free the substantive numbers section, because I like to emphasize the qualitative. Plus, ALU does not have good numbers.
Don’t forget your discount code. You can get it up on the right in the sidebar. If it’s not there just look around you’ll find it.
Now a quick summary. The numbers I said I gave free. After that I talk about liquidity, restructuring, lightradio, routers, some general stuff about the two products, some potential future developments, the most recent earnings report, the CEO change, the competition, a summary of the long case and risks, and some final thoughts with some vague timelines and thoughts.
If you want some more commentary about what it’s about go to my research report site. You can also buy it there. Enjoy yourself friends. It’ll run you $40 bucks, but hey if you sign up for the email list you get a nice discount code that will give you 25% off so cherish it.
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