ORIONS Money Stocks

[Carter10]

XFN Article- "AT&T and Time Warner have nothing on xfone's growth" From Nov 29, 2011

http://www.smallcapnetwork.com/AT-T-and-Time-Warner-Have-Nothing-on-Xfones-Growth-TWX-T-XFN/s/via/1789/article/view/p/mid/3/id/70/

Xfone, Inc. offers a variety of telecom services in the southeast and midwest, serving up everything from broadband to cable television to long distance plans. And, it's a legitimate presence in its target markets, not to mention a legitimate threat to the likes of TWX and T in those select markets. On the other hand, with AT&T being a $166 billion company and Time Warner Inc. being a $33 billion outfit, how worried can either really be by this $11 million micro cap name?

It's all relative to investors though, since fewer XFN shareholders means fewer shareholders to split the profits with. And, that may be just around the corner.

....Last quarter was a big leap in that regard, but the best may be yet to come now that the company's got some momentum with its product/offer mix. In fact, it's still accelerating. Its new fiber-optic business grew 30% compared to last year's level at the time, and Q3's fiber business grew 12% in comparison to Q2's total. It's good money for XFN too - the fiber-optic proportion of revenue was the same proportion as EBITDA, meaning its not costing the company more to expand than it's benefiting it.

...Xfone, Inc. still isn't a real threat to the likes of AT&T Inc. or Time Warner Inc. But, if aggressive investors were looking to add a little pizzazz to their value-oriented telecom holdings, growth-oriented XFN would be a savvy way to do so. It's combined growth-through-acquisition to a well-executed organic-growth plan, and the numbers are starting to show it (triple-play revenue up 30% last quarter, and total fiber business up 12%)... with persistent profits not out of reach.