WHY NT WILL GO TO US$23+ EOY
NT has steadily and quickly realized the benefits of its massive restructuring. Starting in 2003, the results have been quite astounding, with significant improvements each quarter, ending the year with a bang and a 4th QUARTERLY EPS of $.09! This was not the EPS for the year, just the last quarter (important to note). NT earned $.17/share in 2003 NOT $.09! Now NT says that they expect a seasonal decline in revs in the first quarter, as expected. However, their business is growing; they know it and deep inside most of us do too. Let's say that NT remains steady at $.09 for the first quarter. Then we see a 5% growth in their revs ($2.8 Billion + 5% = 2.94 billion), which at 40% margin adds another 60 million to the bottom line, or 1.3 cents/share. The second quarter would be $.10 to $.11. The third quarter would be $.12 to $.13. The fourth quarter would be $.14 to $.15. The total EPS for the year would be $.45 to $.48. At a P/E of 46 (same as CISCO), NT would be $20.70 to $22.08. This is what will happen to NT at the VERY LEAST. I am certain that NT management has been very conservative so as not to disppoint. In fact, it is obvious that they want to far exceed all expectations, likely to show that they belong at the top of the telecom heap. therefore, these estimates are very likely to be distant memories come Apr, after NT reports BLOWOUT earnings for the first quarter, much like they did last week.
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Take advantage of this opportunity.
Good Luck and God Bless!
NT has steadily and quickly realized the benefits of its massive restructuring. Starting in 2003, the results have been quite astounding, with significant improvements each quarter, ending the year with a bang and a 4th QUARTERLY EPS of $.09! This was not the EPS for the year, just the last quarter (important to note). NT earned $.17/share in 2003 NOT $.09! Now NT says that they expect a seasonal decline in revs in the first quarter, as expected. However, their business is growing; they know it and deep inside most of us do too. Let's say that NT remains steady at $.09 for the first quarter. Then we see a 5% growth in their revs ($2.8 Billion + 5% = 2.94 billion), which at 40% margin adds another 60 million to the bottom line, or 1.3 cents/share. The second quarter would be $.10 to $.11. The third quarter would be $.12 to $.13. The fourth quarter would be $.14 to $.15. The total EPS for the year would be $.45 to $.48. At a P/E of 46 (same as CISCO), NT would be $20.70 to $22.08. This is what will happen to NT at the VERY LEAST. I am certain that NT management has been very conservative so as not to disppoint. In fact, it is obvious that they want to far exceed all expectations, likely to show that they belong at the top of the telecom heap. therefore, these estimates are very likely to be distant memories come Apr, after NT reports BLOWOUT earnings for the first quarter, much like they did last week.
PRINT THIS
Take advantage of this opportunity.
Good Luck and God Bless!
永远
即使现在觉得有点高，存点在手里会不会是个好的存钱罐呢？:blink:
