• Twitter
Generic selectors
Exact matches only
Search in title
Search in content
Search in posts
Search in pages

Investing Topics: Telecom Stocks

Three Chinese Stocks Still Worth Your While

By Roger S. Conrad on May. 19, 2020

It’s no surprise that both the US and China’s political rhetoric is ratcheting up as the US approaches November elections. COVID-19 recriminations are just the latest catalyst for worsening what were already tense relations. Nonetheless, I’m staying with three Chinese essential service stocks.

AT&T’s Earnings: Half Empty and Half Full

By Roger S. Conrad on Apr. 22, 2020

AT&T Inc’s (NYSE: T) Q1 results answer two key questions about COVID-19 fallout and the telecom giant's resiliency.

Verizon Communications and the Next Internet Boom

By Roger S. Conrad on Mar. 26, 2020

Around the world, people are staying home to combat the deadly spread of COVID-19. That’s catastrophic for certain industries but, as always in capitalism, there are also winners.

China and COVID-19: A Lift for 5-G?

By Roger S. Conrad on Feb. 27, 2020

Coronavirus (COVID-19) isn’t finished inflicting pain and suffering, particularly on China, and the global economic cost is only beginning to be felt. But one Chinese industry seems to still be moving full-steam ahead.

CenturyLink Sales Shrink with Small Telecoms’ Survival Odds

By Roger S. Conrad on Feb. 19, 2020

Cable companies still enjoy success in the B2B market. But these results raise a critical question for the rest of US communications: Who are they taking commercial customers from?

Verizon’s Steady Focus Winning the 5-G Race

By Roger S. Conrad on Feb. 1, 2020

5-G communications networks promise to unlock a whole host of previously unimaginable applications as they’re rolled out over the next several years, and telecoms around the world are claiming a “lead” over rivals in the race to deploy them.

Brookfield Buys Cincinnati Bell, Who’s Next?

By Roger S. Conrad on Dec. 26, 2019

Trial testimony has concluded in the court challenge of the proposed merger of two US wireless giants and we expect an early 2020 close. The real issue is whether management will be able to deliver on lofty expectations.

There’s Still Time to Buy Telecom’s Big Three

By Roger S. Conrad on Oct. 28, 2019

The key takeaway from third-quarter results: The Big Three of US communications are still building wealth and selling cheaply.

Deconstructing AT&T

By Roger S. Conrad on Sep. 20, 2019

Can the sum of the parts actually be greater than the whole? Shareholders of AT&T Inc (NYSE: T) will get a chance to find out, now that activist investor Paul Singer’s Elliott Management has taken a $3.2 billion stake in the communications giant.

Political Turmoil Creates Profit Opportunities

By Roger S. Conrad on Aug. 16, 2019

Despite good news, several essential services companies have seen a 10% drop so far in 2019. The reason: politics. Our view for some of them is investors are over-estimating risks and underpricing their strengths.

MODEL PORTFOLIOS & RATINGS

ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b