NYSE:T
AT&T (T)
26.06
+0.51 (2.00%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
97 watching
Financials 
Technical Analysis 0
BUY
BUY
It's disappointed a lot in the past decade, but are undergoing restructuring. They are selling off businesses like content, paying down debt, and focusing on their core businesses. He prefers Canadian telcos, but based on valuation and turnaround progress, AT&T is top in the US. Their last quarter was encouraging. The path forward looks better than in the past decade.
Telecommunications
DON'T BUY
Restructured, cut dividend. He's not looking at it now. Thinks dividend is safe. Price is getting attractive. Hasn't executed well enough for him. He owns, and prefers, CMCSA. CMCSA has better risk/reward, with upside when cable installs return, a better way to play US telecom.
Jamie Murray No
Telecommunications
DON'T BUY
Yield is 8.13%, telling you there's quite a bit of risk. Book value is around $26.50, may go to $27.50 next year. Yes, there may be spinoffs. Sees massive amounts of layoffs ahead. Almost 400B of debt, so if interest rates start to tick up, big trouble. Any big dips, for example to $22, would be a trade.
Telecommunications
BUY ON WEAKNESS
All telcos have lagged. Issue is whether they'll cut the dividend, and what happens then. In some cases, when a dividend cut is used to pay down debt, the stock can pop. If you want income, and you can get it at a discount, seriously consider buying. Once we get back to normal, the market won't always be chasing growth.
Telecommunications
DON'T BUY
They cut the dividend recently and announced a material transaction where they spin off their streaming assets to pay down debt. Don't ever, ever buy a stock for its dividend. You need to focus on the debt and the future of the business. He is not keen on this company. The best way to own 5G is to own AAPL-Q.
Telecommunications
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Reports Thursday. Likes it as a ballast in his portfolio. Their 5G spending is moderating. Has been unloved for a while, but they will beat earnings this year.