Stock price when the opinion was issued
The US is seeing a rotation to the old-school telecom names (haven't seen this in Canada). In his rankings, the #1 US large-cap stock right now. Steadily improving, very well supported. Held in really nicely recently when a lot of the cyclicals fell. Yield is 1.35%.
(Analysts’ price target is $263.46)
According to Stockchaser Michael O'Reilly, TMUS checks off several boxes: has 113 million customers, is the only American standalone 5G mobile network, and has a deal with Amazon AWS (the #1 cloud service) to provide 5G to their customers. Also consider that TMUS took a leap forward on April 1, 2020 when it officially absorbed Sprint to add their 33.84 postpaid subscribers to T-Mobile's existing 47 million subs.