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Investing Topics: Telecom Stocks

Four New Positions

By Roger S. Conrad on Oct. 1, 2013

Thus far, my strategy has been to populate the three Conrad’s Utility Investor Portfolios as quickly as I can with high-quality fare, without paying too much.

Interest Rates, Mergers, and Coal

By Roger S. Conrad on Oct. 1, 2013

Who says the bond market is washed out? Certainly not Verizon Communications (NYSE: VZ).

The company’s record $49 billion bond sale has not only locked in financing for its $130 billion buyout of Vodafone Plc’s (London: VOD, NYSE: VOD) minority stake in Verizon Wireless. But it was actually doubled, eliminating the need to raise funds in Europe.

Buy AT&T, Not Apple

By Roger S. Conrad on Sep. 30, 2013

Forget what you’ve read about iOS7, iPhone 5C, China sales and the rest of the various and sundry device hype. Put your money in AT&T (NYSE: T), not Apple (NSDQ: AAPL).

A Busy Week

By Roger S. Conrad on Sep. 23, 2013

There was plenty to talk about this week from telecom to utilities to energy MLPs.

 

At-Risk Dividends

By Roger S. Conrad on Sep. 9, 2013

Investors shouldn’t automatically assume that dividend-paying equities are inherently safer than tech stocks or other cyclical fare. When an income-oriented stock cuts or eliminates its dividend, investors not only suffer a diminution of income but also a significant loss of principal during the subsequent selloff. Understanding a company’s underlying business and its growth prospects are essential to separating the winners from the losers.

09/04/13: Why I’m Taking Verizon’s $130 Billion Bet

By Roger S. Conrad on Sep. 4, 2013

It’s been mere days since Verizon Communications (NYSE: VZ) announced it will buy Vodafone PLC’s (London: VOD, NYSE: VOD) 45 percent stake in Verizon Wireless. And scores of articles and opinions have already been posted.

That’s understandable. At roughly $130 billion, only Vodafone’s takeover of Mannesmann and AOL’s (NYSE: AOL) purchase of Time Warner (NYSE:TWX) rank larger in dollars. And both of those deals went off at the inflated valuations of the 1999-2000 generational top for technology and telecom.

Four Trends to Bet On

By Roger S. Conrad on Aug. 30, 2013

Big picture themes always grab investing headlines. Success, however, flows from knowing what’s up with individual companies.

Regulated water utilities, for example, are on their face the very simplest and uniform of businesses. Yet so far in 2013, returns from the 10 companies I track in the Utility Report Card have ranged from a 26 percent gain to barely breaking even.

Doubling Down on Patience

By Roger S. Conrad on Aug. 30, 2013

Investors are dumping dividend-paying stocks of strong companies due to misplaced fears about interest rate sensitivity. That’s opening up new opportunities in our favorite stocks, but be patient with prices.

One Troubled Telecom

By Roger S. Conrad on Aug. 30, 2013

Stocks around the globe are running into trouble in this slowing economic environment, It's been especially tough on companies that rely on emerging markets for their growth.

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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