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Growth of Internet and Video Both Positives for Cogent Communications Group, Inc. (CCOI)

July 28, 2014

Dave Schaeffer, CEO of Cogent Communications Group, Inc. (CCOI) says the there are two major trends occurring simultaneously in terms of data usage. The first is the “product substitution” of Internet over every other telecommunication service and product. “Everything is moving to the Internet. Voice is going over the top in VoIP, video is going over the top, and people are turning off linear video channels to replace them with on-demand using the Internet,” Schaeffer says. “That is driving unit volume growth, but because of technological advancement, price per bit continues to fall.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Mavenir Systems Inc (MVNR) Sees Revenue Growth as Customers Launch Voice Over LTE Networks

July 28, 2014

Mavenir Systems Inc CEO Pardeep Kohli says the company’s revenue is on the rise as customers migrate to voice over LTE networks. In the first quarter, revenue increased 28%, which Kohli says is a result of some customers switching from voice over Wi-Fi to voice over LTE networks. “These customers have been working with us over the last few years to get ready for these launches, and as they come closer to the launch, they have to build capacity and provide enough coverage so that they can serve the customers in multiple cities,” Kohli says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. The migration to voice over LTE networks is still in the early stages, Kohli says...
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US Ecology Inc (ECOL) Enhances Geographic Footprint, Expands Service Offerings with EQ Acquisition

July 25, 2014

Portfolio Manager Roger Vogel of Silvercrest Asset Management Group says US Ecology Inc (ECOL) has significant franchise value, and its recent acquisition of EQ – The Environmental Quality Co. should prove to be quite accretive in the next couple of years. “US Ecology, one of the largest hazardous waste landfill companies in the United States, is a very interesting company. As you might expect, this is a business that has significant barriers to entry. It’s hard to get landfill capacity permits, so there is a lot of franchise value,” Vogel said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Vogel says what’s most intriguing about US Ecology is its recent acquisition of competitor EQ – The Environmental Quality Co...
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Agrium Inc. (USA) (AGU) Has Potential to Grow Cash Flow to $1 Billion and Dividend to $4 Per Share

July 25, 2014

Analyst Ben Isaacson of Scotiabank Global Banking and Markets says Agrium Inc. (USA) (AGU) is a misunderstood story, because unlike most publicly traded fertilizer producers, 50% of Agrium’s EBITDA comes from its retail business. “Retail is known for providing investors with stable and more predictable free cash flow. Over time, as they continue to build up their retail business and dilute their wholesale commodity business, we expect that the stock will get a re-rating as investors reward Agrium with a higher multiple for that more stable free cash flow,” Isaacson said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Isaacson believes Agrium’s free cash flow can grow from zero today to nearly $1 billion in 2015 and potentially up to $1...
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Wireless Division of ARC Group WorldWide Inc (ARCW) Eyes Growth Via Acquisition

July 24, 2014

Ted Deinard is the CEO of ARC Group WorldWide Inc’s (ARCW) ARC Wireless, LLC. He says his segment of the business has been acquisitive in the past, and plans to grow in that manner. “We have made acquisitions and announced several of them,” Deinard says. “And where they make sense, we are certainly going to continue to look at that.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. In addition, Deinard says ARC Wireless will also grow organically through new product launches. He says the company’s small size makes growth attainable. “Every new product we come out with brings significant growth. When you start from a smaller base than some of our competitors, like we have at the moment, every new product gives us many new opportunities and many more connections and many opportunities for growth,” Deinard says...
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