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Investing Topics: Telecom Stocks

Ignore Utilities’ Slow Start: Earnings and Guidance Point to a Fantastic Finish for 2024

By Roger S. Conrad on Jan. 27, 2024
In the January CUI, I highlighted the dramatic drop in utility borrowing costs starting mid-October as a major catalyst for sector growth in 2024. Since then, we’ve seen investor concerns intensify that the Federal Reserve will delay reducing the benchmark Fed Funds rate until at least late summer.

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.

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.

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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