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Investing Topics: Telecom Stocks

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.

5G Spectrum Auction Winners: Maybe Not Who You Think

By Roger S. Conrad on Mar. 15, 2021

The results are in for the most expensive wireless spectrum auction in US history. The question for the Big Two is whether their huge outlay will produce the revenue and cash flow to be worth it.

Seeking the Next Alaska Communications: What’s Ahead for Broadband M&A

By Roger S. Conrad on Nov. 23, 2020

What’s a well-run fiber broadband network worth these days?

AT&T, Verizon and the Burden of Low Expectations

By Roger S. Conrad on Oct. 23, 2020

The top two companies that dominate this essential service industry have combined market capitalization of $440 billion and annual revenue of $300 billion plus, but still trade for an average of just 10 times expected 2020 earnings. They clearly suffer from the burden of low expectations.

Time to Pull the Plug on AT&T?

By Roger S. Conrad on Aug. 25, 2020

Chronic share underperformance, weak Q2 operating results and still-heavy debt raise the question - is it time to sell AT&T (NYSE: T)?

T-Mobile US: The Sprint Merger So Far

By Roger S. Conrad on Jun. 22, 2020

After a robust decade and a half following 1996 deregulation, large US telecom M&A had virtually evaporated. The exception: T-Mobile US’ (NSDQ: TMUS) merger with Sprint, which closed April 1, 2020.

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.

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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