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Investing Topics: Telecom Stocks

The Takeout Menu Narrows

By Roger S. Conrad on Nov. 14, 2017
With many potential takeover candidates trading at sky-high valuations, interest in whole-company acquisitions has waned. We review the current slate of deals involving names in our Utility Report Card and highlight our favorite takeover plays.

Learnings from Earnings: Upgrades and Downgrades

By Roger S. Conrad on Nov. 14, 2017
Most of the names in our Utility Report Card have reported third-quarter results, with a quartet of Portfolio holdings earning higher buy targets after surprising to the upside or announcing key company-specific developments.

Not a Value Trap

By Roger S. Conrad on Nov. 14, 2017
Recent weakness in this telecom giant's share price belies its strong balance sheet, ample free cash flow and intermediate-term growth prospects.

Thoughts on Third-Quarter Earnings

By Roger S. Conrad on Oct. 28, 2017
Third-quarter earnings season is in full swing, bringing some upside and downside surprises for our Model Portfolio holdings.

A Handful of Upgrades

By Roger S. Conrad on Oct. 8, 2017
Company-specific developments warrant higher buy targets for a trio of our Portfolio holdings.

The Rise of the Machines

By Roger S. Conrad on Aug. 14, 2017
Accelerating adoption of the internet of things creates compelling opportunities for some of the companies covered in our Utility Report Card.

Learnings from Earnings

By Roger S. Conrad on Aug. 14, 2017
Even in this late-stage bull market, savvy investors can still find bargains without making too many concessions to quality. You just need to know where to look.

Best Bet in the Biggest Market

By Roger S. Conrad on Aug. 14, 2017
This telecom giant posted impressive second-quarter results, but its stock still trades at a discount valuation that fails to reflect its future prospects for earnings and dividend growth.

Dividend Cuts A-Go-Go

By Roger S. Conrad on Aug. 14, 2017
Three of the four companies in our coverage universe that announced payout cuts this quarter were on ourĀ Endangered Dividends List.

AT&T and Verizon Communications: A Near-Term Surprise and Long-Term Promise

By Roger S. Conrad on Jul. 28, 2017
AT&T and Verizon Communications' second-quarter subscriber additions surprised to the upside, catalyzing a sharp rally in these telecom titans' stock prices. We explain the value of taking a longer view on these names.

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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