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Investing Topics: Telecom Stocks

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.

Telecom’s Feeble Are On Their Last Legs

By Roger S. Conrad on Aug. 13, 2019

Few sectors have dealt as much pain to unwary yield seekers over the past decade as communications. Here's the rundown on the weakest of the herd.

Ignore the Headlines: AT&T is Still on Track

By Roger S. Conrad on Jul. 25, 2019

Barron's is piling on with an article concerning AT&T Inc’s (NYSE: T) loss of DirectTV subscribers, following up on a cover story critiquing the telecom giant's acquisition of Time Warner last year. Investors, however, saw the situation quite differently, pushing the stock to solid gains on earnings day, despite media mono-focus on the pay television unit.

Sprint/T-Mobile USA: What It Means for Telecom

By Roger S. Conrad on May. 23, 2019

Get big or go home: The "Big Four" will likely soon become the "Big Three."

Comcast’s Big Gains are its Smaller Rivals’ Pain

By Roger S. Conrad on Apr. 29, 2019

There’s much to like in Comcast Corp’s (NSDQ: CMCSA) first quarter results.

Big Telecoms Stay on Track in Q1

By Roger S. Conrad on Apr. 25, 2019

First quarter results are in for US Telecom’s Big Two. The most important takeaway by far: Both companies remain on track with financial results, long-term strategy and building long-term shareholder value.

What to Do After Bonds’ Bounce

By Roger S. Conrad on Apr. 20, 2019

While much of the rebound in our CUI Conservative Income Portfolio and bond holdings has been due to reduced economic fears, the fact these companies have demonstrated strength in operating results has no doubt helped prices recover over the past four months.

Dodging the Windstream Fallout: One Month Later

By Roger S. Conrad on Mar. 21, 2019

Get big or go home: That’s the communications sector’s reality.

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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