Michael Hodel
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Our View on Apple's Big Bond Sale… take is Morningstar's Mike Hodel, an analyst on our equity and credit research team. Thank for joining me, Mike. Michael Hodel : Thanks for having me, Jason. Stipp: There have been a lot of knocks on Apple recently, but one of them has not …
on our equity and credit research team. Thank for joining me, Mike. Michael Hodel : Thanks for having me, Jason. Stipp: There have been a lot of knocks on Apple recently, but one of them has not -
Will AT&T's Deal Pass Regulatory Muster?… through are, and what the impacts could be on the broader wireless industry. Mike, thanks for joining me today. Michael Hodel : Thanks for having me. Glaser : So, can you give us a little bit of background: Were people surprised that AT …
be on the broader wireless industry. Mike, thanks for joining me today. Michael Hodel : Thanks for having me. Glaser : So, can you give us a little bit of background: Were people surprised that AT&T -
Telecoms Move to De-Risk Balance Sheets… paying down their debt and if the bonds or stocks look attractive right now. Mike, thanks for joining me today. Michael Hodel : Thank for having me. Glaser : Mike, can you talk a little bit about the trends over the past year that you've …
or stocks look attractive right now. Mike, thanks for joining me today. Michael Hodel : Thank for having me. Glaser : Mike, can you talk a little bit about the trends over the past year that -
Telecom Stocks Preferable to Bonds… might be a little bit different than some of the major rating agencies. Mike, thanks for talking with me today. Michael Hodel : Thanks for having me Jeremy. Glaser : So when you take a look at the big picture of the European telecoms, how …
of the major rating agencies. Mike, thanks for talking with me today. Michael Hodel : Thanks for having me Jeremy. Glaser : So when you take a look at the big picture of the European telecoms, -
A Wide-Moat Bond Opportunity… associate director and credit analyst Mike Hodel to take a deeper look. Gentlemen, thanks for joining me today. Michael Hodel : Thank you. Brian Colello : Thanks for having me. Glaser : So, Brian, can you talk to us a little about the industry …
Hodel to take a deeper look. Gentlemen, thanks for joining me today. Michael Hodel : Thank you. Brian Colello : Thanks for having me. Glaser : So, Brian, can you talk to us a little about -
AT&T: Stock or Bonds?… talk about the relative attractiveness of AT&T's bonds and their equity. Mike, thanks for joining me today. Michael Hodel : Thanks for having me. Glaser : So let's start off by talking a little bit about AT&T as a debt issuer. They …
of AT&T's bonds and their equity. Mike, thanks for joining me today. Michael Hodel : Thanks for having me. Glaser : So let's start off by talking a little bit about AT&T as a debt issuer. -
Static in the Comcast-NBC Universal Deal… potential impact on the broader media landscape, is associate director Mike Hodel. Mike, thanks for joining me. Michael Hodel : Thanks for having me, Jeremy. Glaser : So do you think that this was a smart move for Comcast? Hodel : Well …
media landscape, is associate director Mike Hodel. Mike, thanks for joining me. Michael Hodel : Thanks for having me, Jeremy. Glaser : So do you think that this was a smart move for Comcast? Hodel : -
It's Raining 5-Star Stocks
… credit standards has slowed growth recently, it should translate to lower involuntary churn over the course of 2007. Michael Hodel Maintaining Popular's Fair Value Estimate (Maintaining) Despite a worse-than-expected 2006 campaign and continued …
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CANTV's 3Q Good, but Deal Pending
… disputing the Dominican Republic's demand for $500 million in capital gains taxes. We don't expect these issues to have a meaningful impact on our fair value estimate for Verizon, however. Michael Hodel , CFA, contributed to this note.