TEL v TLS

[Gryffyn]

$imon - I'm not a direct holder of either, and while I agree that TLS customer service is the worst of the two, the money savings and better connection options offered by TLS (in Welly at least) made the initial pain of dealing with them worth it.

Ph rental is cheaper and zero connection fees. The internet cable service is better than TELs ADSL offerings as well.

[rmbbrave]

Telecom rose 2c to 614, on turnover worth $10.6m. According to a Dow Jones poll, analysts are picking the telco to post a net profit of $193 million for the December quarter, down from $203m a year earlier, when it reports on Friday.

[Gryffyn]

rm - prev close, i.e. yesterday's end was 6.12. I'll update the score sheet at the end of today (TEL currently up 4 to 616).

Interesting aside re profit fall.

[Gryffyn]

2/02/2005

Shr Open Clse Divds Diff. Cumulative
------------------------------------
TEL 6.12 6.14 00.00 +0.02 -0.04
TLS 5.42 5.47 00.00 +0.05 +0.12

[Gryffyn]

3/02/2005

Shr Open Clse Divds Diff. Cumulative
------------------------------------
TEL 6.14 6.16 00.00 +0.02 -0.02
TLS 5.47 5.48 00.00 +0.01 +0.13

[Gryffyn]

4/02/05

Shr Open Clse Divds Diff. Cumulative
------------------------------------
TEL 6.16 6.28 00.00 +0.12 +0.10
TLS 5.48 5.50 00.00 +0.02 +0.15

[shasta]

Gryffyn,

I have included TLS in my 5 for the 2005 ST comp.

This is on my watchlist to take advantage of any price discrepancy between NZX & ASX.

On the basis of intrinsic value & potential growth alone, this stock has more upside than TEL IMHO.

Disc: Own neither but watching TLS from the sidelines

[Gryffyn]

Agree in the long-term Shasta. This thread is just keeping a daily track of their relative performances since it became a bit of a topic.

[Gryffyn]

7/02/05

Shr Open Clse Divds Diff. Cumulative
------------------------------------
TEL 6.28 6.32 00.00 +0.04 +0.14
TLS 5.50 5.60 00.00 +0.10 +0.25

[fish]

TEL is grossly undervalued
As a rule of thumb i dont see if u value a stock approx 2% less than div yield of present and future exectations U cant go wrong . U dont have to be an Einstein to realise people need to communicate and information/knowledge is king .Telecom therefor should be a no brainer-i will keep accumulating on any weakness.
Why would anyone trust buying an aussie share?