Investing Topics: Telecom Stocks
Verizon and AT&T: Some Thoughts
By
Roger S. Conrad on
Jul. 18, 2023
How low can deep value stocks go? If you own AT&T Inc (NYSE: T) and/or Verizon Communications (NYSE: VZ), you’re no doubt asking that question.
What’s Wrong with Telecom Stocks
By
Roger S. Conrad on
Nov. 23, 2022
Communications is a growing and essential service. And a new generation of 5G and eventually 6G wireless—augmented by fiber broadband networks—is on the cusp of spurring a global revolution in productivity.
Sliding Guidance: How Much Trouble for Big Telecom?
By
Roger S. Conrad on
Jul. 22, 2022
"Sliding guidance” is often a sign of rising risk to underlying businesses. And, it’s a potential warning for the entire US communications sector this year.
Holding Value in Volatile Times
By
Roger S. Conrad on
Feb. 25, 2022
As dominant providers of essential services, utilities enjoy a degree of revenue reliability in tough times that companies in other industries can only envy. We’re seeing that strength again in our recommendations’ recently reported Q4 results and guidance.
Telecom’s Big 4: Strong Results But Still Little Respect
By
Roger S. Conrad on
Jan. 29, 2022
What exactly must the four companies that increasingly dominate US communications do to earn a little respect? That’s a fair question following investors’ tepid reaction to strong Q4 results and updated guidance.
Mid-Summer Update: Business Momentum Picks up Steam
By
Roger S. Conrad on
Jul. 21, 2021
Our best in class utilities and essential services companies proved their resilience in pandemic-riddled 2020.
Into the Wilds
By
Roger S. Conrad on
Jul. 20, 2021
I’ve been an adult volunteer for Scouting BSA since my oldest son entered Tiger Cubs almost 20 years ago. So I wasn’t going to pass up the opportunity to accompany my youngest to Philmont Scout Reservation in northern New Mexico earlier this month, my third and likely final trek to scouting’s paradise.
Unlike the highways my oldest son and I took on our cross-country journey in early June, there’s not a lot of connectivity in the backcountry. And I’d never have been able to stay off the grid were it not for the support of Elliott Gue, my partner of more than 8 years at Capitalist Times.
Nonetheless, as with the June trip, I picked up several investment insights I’d like to share with you now.
Unlike the highways my oldest son and I took on our cross-country journey in early June, there’s not a lot of connectivity in the backcountry. And I’d never have been able to stay off the grid were it not for the support of Elliott Gue, my partner of more than 8 years at Capitalist Times.
Nonetheless, as with the June trip, I picked up several investment insights I’d like to share with you now.
What to do With AT&T
By
Roger S. Conrad on
May. 23, 2021
In the May 18 Alert “Hold AT&T for Now,” I advised “sticking with our shares until the immediate market reaction shakes out.” That remains my advice for four reasons.
AT&T Inc’s Q1: Answering the Doubters, Gearing Up for Growth
By
Roger S. Conrad on
Apr. 25, 2021
There’s no doubt AT&T Inc (NYSE: T) faces some steep challenges in early 2021. Just days before the company announced Q1 earnings last week, a Wall Street Journal piece featured the views of a prominent bear under the headline “Is AT&T a Train Wreck?”
The company’s Q1 numbers and updated guidance, however, paint a far different picture.
Three Great Ways to Bet on Utility M&A
By
Roger S. Conrad on
Mar. 27, 2021
Exhaustive reviews, impossible public interest standards and no guarantee of eventual success: That’s the consensus outlook for mergers and acquisitions activity under the Biden Administration. Nonetheless, utility M&A is alive and well.
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