A Winner in the VZW - AllTel? Windstream

 
Ok, usual disclaimers apply of course. Where do I get this idea? I cannot tell a lie, I am live blogging The Cramer Show on CNBC right now. Its Cramer’s call. Why?

• WIN (sticker) will be in a postion to take over some the VZ assets that will have to be divested for the AllTel deal to go thru. AT&T can’t. Sprint is in too much trouble. T-Mobile won’t for lack of synergy.
• WIN balance sheet looks good.
• WIN’s crawls out from Justice edicts that created AllTel this year.
• WIN throws off almost a 7% dividend.

Its Cramer’s call, play it for what its worth.