Investing Topics: Telecom Stocks
Telefonica: Deep Value Returning to Growth
By
Roger S. Conrad on
Jul. 3, 2018
Shares of Aggressive Holding Telefonica SA (Spain: TEF, NYSE: TEF) have been hit this year by a weakened Euro/US dollar exchange rate and concern about the health of emerging markets. The company garners roughly half its revenue from South America, including Brazil.
AT&T: Merging Network with Media
By
Roger S. Conrad on
Jul. 3, 2018
AT&T Inc’s (NYSE: T) court victory over the U.S. Department of Justice last month was as complete as any anti-trust ruling in memory. In fact, Judge Richard Leon actually warned government lawyers not to appeal and face certain failure.
More Utility M&A
By
Roger S. Conrad on
Jun. 15, 2018
Just three days after beating a US Department of Justice lawsuit, Conservative Holding AT&T Inc (NYSE: T) has closed its merger with Time Warner Inc (NYSE: TWX). The combined company will now attempt to do what fellow Portfolio recommendation Comcast Corp (NSDQ: CMCSA) has so successfully with NBC Universal the past four years.
There’s Still Value in High Yield Bonds
By
Roger S. Conrad on
May. 12, 2018
For bonds, selectivity is key.
Big Deals – Will They Close?
By
Roger S. Conrad on
May. 9, 2018
Now that T-Mobile USA (NSDQ: TMUS) has thrown a lifeline to floundering Sprint Corp (NYSE: S), 11 companies in our Conrad’s Utility Investor coverage universe have a takeover offer on table.
Canada’s Communications Champion Going Cheap
By
Roger S. Conrad on
May. 6, 2018
BCE Inc (TSX: BCE, NYSE: BCE) shares have touched a new 52-week low this month. Fortunately, the weakness is due to interest rate worries and a slide in the Canadian dollar as the core business remains strong. And the result is a buying opportunity for this Conservative Holding.
Compelling Opportunities For Dangerous Times
By
Roger S. Conrad on
May. 6, 2018
Depending on what you own, this might not feel like much of a rally. But the Dow Jones Utility Average closed this week up nearly 10 percent from its early February lows. And while the Average is still nearly -10 percent below the all-time high reached in mid-November, at three months and counting the uptrend is getting investors’ attention.
Telecom Values and Value Traps
By
Roger S. Conrad on
May. 6, 2018
Strong business fundamentals, low measures of standard valuation and a generally weak technical picture: Those are the basic traits of a “value” stock, known in some circles as a contrarian bet.
Bargain Hunters, Mount Up!
By
Roger S. Conrad on
Apr. 13, 2018
The utility sector and other essential-service stocks have come under pressure from several headwinds this year, resulting in a less-than-stellar performance for our model portfolios. On the plus side, bargains abound for savvy investors.
Our Buying Opportunity Finally Comes
By
Roger S. Conrad on
Apr. 13, 2018
This telecom titan finally trades below our value-based buy target.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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