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)
He bought it, because after selling it earlier and regretting it. The high-speed internet business is accelerating. The telecom space has been doing very well this year. TMUS leads in customer growth. Their niche business in telecom will accelerate. Free cash flow is growing 167%.