A T & T US (T-N) Stock Predictions - Stockchase
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A T & T US (T-N)

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Telecommunications

A T & T US

T-N

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A T & T US (T-N) SAVE Jan, 23, 2019, 3:10 am

30.58 0.38 (1.23%)

About A T & T US (T-N)

AT&T Inc. is an American multinational telecommunications holding company headquartered at Whitacre Tower in Downtown Dallas, Texas. More at Wikipedia

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BUY
A T & T US(T-N) 

January 22, 2019

He likes telecoms because of 5G and data-heavy applications. Data traffic will be enormous; people are consuming more and more data, huge amounts already. This will only grow. Only the huge telcos can support this traffic.
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He likes telecoms because of 5G and data-heavy applications. Data traffic will be enormous; people are consuming more and more data, huge amounts already. This will only grow. Only the huge telcos can support this traffic.
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David Baskin

President, Baskin Wealth Manage...

Price Price
$30.580
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

January 10, 2019

A base has not formed yet. It has a pretty significant downtrend. It will have a lot of resistance between $32-33 and until it chews threw that you will probably not get a base.
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A base has not formed yet. It has a pretty significant downtrend. It will have a lot of resistance between $32-33 and until it chews threw that you will probably not get a base.
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$30.400
Owned Owned
Unknown

TOP PICK
A T & T US(T-N) 

January 8, 2019

Pays nearly a 7% yield. There's earnings upside; he sees a sector rotation where most telecos have sold off and are buying companies like this. (Analysts’ price target is $34.96)
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Pays nearly a 7% yield. There's earnings upside; he sees a sector rotation where most telecos have sold off and are buying companies like this. (Analysts’ price target is $34.96)
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$31.280
Owned Owned
Yes

BUY
A T & T US(T-N) 

December 27, 2018

Sees only modest growth in the dividend. He likes it. Offers a stable stream of income. There'll be less competition in wireless in the U.S. with the Sprint-T-Mobile merger. Trump pushing for U.S. companies ignoring Huawei in business: he sees Trump making noise, and the deals he ultimately signs aren't as tough on opponents as he had promised.
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Sees only modest growth in the dividend. He likes it. Offers a stable stream of income. There'll be less competition in wireless in the U.S. with the Sprint-T-Mobile merger. Trump pushing for U.S. companies ignoring Huawei in business: he sees Trump making noise, and the deals he ultimately signs aren't as tough on opponents as he had promised.
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$28.150
Owned Owned
Yes

DON'T BUY
A T & T US(T-N) 

December 10, 2018

T-N vs. BCE-T. In a non-registered accounts should have BCE-T. He prefers it even in a registered account right now. T-N is a conglomerate of different businesses and hard to understand. BCE-T is growing faster.
Telecommunications
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T-N vs. BCE-T. In a non-registered accounts should have BCE-T. He prefers it even in a registered account right now. T-N is a conglomerate of different businesses and hard to understand. BCE-T is growing faster.
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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$29.910
Owned Owned
Unknown

SELL
A T & T US(T-N) 

November 20, 2018

He'd read a negative report about ATT. Their debt puts them in some danger. Look at Verizon or T-Mobile or Vodafone instead, because they are less levered.
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He'd read a negative report about ATT. Their debt puts them in some danger. Look at Verizon or T-Mobile or Vodafone instead, because they are less levered.
Telecommunications
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$29.420
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

November 13, 2018

Doesn't have traction. They bought DirectTV and just bought Time Warner to get into the streaming business, but are facing big competition from Netflix. Telephone makes up 60% of ATT's business. Wireline is not as profitable as some expected.
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Doesn't have traction. They bought DirectTV and just bought Time Warner to get into the streaming business, but are facing big competition from Netflix. Telephone makes up 60% of ATT's business. Wireline is not as profitable as some expected.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$30.330
Owned Owned
No

HOLD
A T & T US(T-N) 

October 25, 2018

Earnings got hit hard because of direct TV subscriptions going down.  It will probably settle down.  It is starting to form a base after coming down quite a bit.  This is not the time of year to be in something like this.  He does not see this stock performing extremely well over the next year.

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Earnings got hit hard because of direct TV subscriptions going down.  It will probably settle down.  It is starting to form a base after coming down quite a bit.  This is not the time of year to be in something like this.  He does not see this stock performing extremely well over the next year.

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$29.980
Owned Owned
Unknown

BUY
A T & T US(T-N) 

October 23, 2018

He likes it but likes Verizon (VZ-N) better as they moved to 5G and he sees this technology as the future for everything we do in life.  

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He likes it but likes Verizon (VZ-N) better as they moved to 5G and he sees this technology as the future for everything we do in life.  

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Andrew Pink

Portfolio , LDIC...

Price Price
$33.020
Owned Owned
Yes

BUY
A T & T US(T-N) 

October 18, 2018

Great fat income.  5G means massive capital investments. This company has too much debt and is a secondary player in the industry. Nice dividend. 

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Great fat income.  5G means massive capital investments. This company has too much debt and is a secondary player in the industry. Nice dividend. 

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$32.500
Owned Owned
Yes

COMMENT
A T & T US(T-N) 

October 3, 2018

Which one you prefer between AT&T (T-N) and Verizon (VZ-N) for an RRSP?  Good companies with fine dividends. In terms of total return there are other companies with lower dividend yields but better growth prospects that he would rather choose. 

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Which one you prefer between AT&T (T-N) and Verizon (VZ-N) for an RRSP?  Good companies with fine dividends. In terms of total return there are other companies with lower dividend yields but better growth prospects that he would rather choose. 

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Gordon Reid

President, GoodReid Investment ...

Price Price
$33.920
Owned Owned
_N/A

BUY on WEAKNESS
A T & T US(T-N) 

October 2, 2018

Buy in the low-$30s and hope it pops up to the low-$40s, and collect the 5.9% dividend.

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Buy in the low-$30s and hope it pops up to the low-$40s, and collect the 5.9% dividend.

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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$33.920
Owned Owned
Yes

DON'T BUY
A T & T US(T-N) 

September 26, 2018

This isn't a chart he would own, though it pays a 6% dividend. Since late-2016 it's been in a classic downtrend channel, meaning it keeps falling.

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This isn't a chart he would own, though it pays a 6% dividend. Since late-2016 it's been in a classic downtrend channel, meaning it keeps falling.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$33.350
Owned Owned
No

COMMENT
A T & T US(T-N) 

September 12, 2018

BCE vs. ATT. Stock performance has been similar over last year. Comes down to the wireless space. For ATT, it’s the only thing they do, whereas with BCE it’s only one thing they do. In Canada, there’s more runway for wireless growth. He’d go with BCE, good dividend and cash flow. It’s a little early to own high dividend names, but once interest rates start falling, these names will look interesting.

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BCE vs. ATT. Stock performance has been similar over last year. Comes down to the wireless space. For ATT, it’s the only thing they do, whereas with BCE it’s only one thing they do. In Canada, there’s more runway for wireless growth. He’d go with BCE, good dividend and cash flow. It’s a little early to own high dividend names, but once interest rates start falling, these names will look interesting.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$33.420
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

September 10, 2018

The sector has been out of favour.  People want faster growth.  There is pricing pressure on the wireless side and people cutting phone lines.  They are operating in an old world.  There will be winners and losers in the industry.  Their dividend has not been growing quickly.

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The sector has been out of favour.  People want faster growth.  There is pricing pressure on the wireless side and people cutting phone lines.  They are operating in an old world.  There will be winners and losers in the industry.  Their dividend has not been growing quickly.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$32.390
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

August 29, 2018

Pays a good dividend, which is the only reason to buy it. Telcos are in a neverending buying cycle, while investors buy them for yield. It's tough for them to grow. In a registered plan, it's better to buy a Canadian telco than AT&T, given the tax advantage.

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Pays a good dividend, which is the only reason to buy it. Telcos are in a neverending buying cycle, while investors buy them for yield. It's tough for them to grow. In a registered plan, it's better to buy a Canadian telco than AT&T, given the tax advantage.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$32.230
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

July 4, 2018

A better time to own telecoms are in a slowdown; we're now in the late cycle. But some investors like dividends and this is good for that. This stock has moved sideways though, below its 200-day moving average. This sector is
very mature so competition is intense and may pressure their bottom line.

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A better time to own telecoms are in a slowdown; we're now in the late cycle. But some investors like dividends and this is good for that. This stock has moved sideways though, below its 200-day moving average. This sector is
very mature so competition is intense and may pressure their bottom line.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$32.710
Owned Owned
Unknown

BUY
A T & T US(T-N) 

June 14, 2018

He doesn’t know how they are going to finance the acquisition. Not likely see a dividend cut. AT&T and Verizon are the 2 wireless leaders in the US. Should be good long term investments but growth has really slowed down in this industry. Prefers Verizon over AT&T.  They are good solid steady investments, but are not going to make big capital appreciation.  

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He doesn’t know how they are going to finance the acquisition. Not likely see a dividend cut. AT&T and Verizon are the 2 wireless leaders in the US. Should be good long term investments but growth has really slowed down in this industry. Prefers Verizon over AT&T.  They are good solid steady investments, but are not going to make big capital appreciation.  

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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$32.520
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

May 31, 2018

It’s in the process of going through a hearing to conduct a major acquisition. It is going to take a lot of debt to do so. If it is allowed its will be over $200 billion. A significant part of their EBITDA is from their old wire lines business. That is declining rapidly. If interest rates move up rapidly these companies that use leverage and have relatively low growth business could be affected.

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It’s in the process of going through a hearing to conduct a major acquisition. It is going to take a lot of debt to do so. If it is allowed its will be over $200 billion. A significant part of their EBITDA is from their old wire lines business. That is declining rapidly. If interest rates move up rapidly these companies that use leverage and have relatively low growth business could be affected.

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John O'Connell,

Chairman a, Davis Rea...

Price Price
$32.320
Owned Owned
No

DON'T BUY
A T & T US(T-N) 

May 9, 2018

The technical chart is not showing any upward momentum.  Policy factors and other issues are not fundamentally supportive.  The sector is a bond proxy and this is not the time to be investing in this space as interest rates are moving up.  He questions if the dividend is safe.  This is not a defensive stock with rising interest rates, which he expects will rise to 4%.  Yield 6%.

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The technical chart is not showing any upward momentum.  Policy factors and other issues are not fundamentally supportive.  The sector is a bond proxy and this is not the time to be investing in this space as interest rates are moving up.  He questions if the dividend is safe.  This is not a defensive stock with rising interest rates, which he expects will rise to 4%.  Yield 6%.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$31.400
Owned Owned
No

DON'T BUY
A T & T US(T-N) 

May 3, 2018

The market does not think T-Mobile and Sprint will merge.  There is other competition when it comes to how we communicate.  T-N has to spend a lot of money to upgrade their systems to 5G.  Their dividend coverage is getting less and less.  He prefers T-Mobile.

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The market does not think T-Mobile and Sprint will merge.  There is other competition when it comes to how we communicate.  T-N has to spend a lot of money to upgrade their systems to 5G.  Their dividend coverage is getting less and less.  He prefers T-Mobile.

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$31.940
Owned Owned
No

DON'T BUY
A T & T US(T-N) 

April 9, 2018

Consumers are cutting their landlines while youngsters are watching/downloading content for free, a huge struggle for all telecoms anywhere. They (and Verizon) are struggling to build their business. He stays away from this industry.
Doesn't see growth in this space. Internet and wireless are the only areas of growth, but there is pricing pressure here.

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Consumers are cutting their landlines while youngsters are watching/downloading content for free, a huge struggle for all telecoms anywhere. They (and Verizon) are struggling to build their business. He stays away from this industry.
Doesn't see growth in this space. Internet and wireless are the only areas of growth, but there is pricing pressure here.

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$35.170
Owned Owned
No

COMMENT
A T & T US(T-N) 

March 20, 2018

AT&T vs. Verizon? Verizon is the better-quality company. Both offer good dividends, but Verizon has less debt and a better network. If you want dividend income, go with AT&T. If you want growth, go with Verizon.

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AT&T vs. Verizon? Verizon is the better-quality company. Both offer good dividends, but Verizon has less debt and a better network. If you want dividend income, go with AT&T. If you want growth, go with Verizon.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$36.340
Owned Owned
Unknown

HOLD
A T & T US(T-N) 

February 12, 2018

Stuck in a range. Has tried to go higher, but won't go far. You're probably holding it for dividends.

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Stuck in a range. Has tried to go higher, but won't go far. You're probably holding it for dividends.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$36.370
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

November 7, 2017

A lot is happening in telecoms. Unfortunately, you are fighting a real headwind. The chart shows lower highs and lower lows. There are probably higher rates over time. This name is going to face a wall of sellers, as every time this creeps up a little, more people are going to want to Sell to get their money back. He wouldn't advise anyone to look at this space right now.

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A lot is happening in telecoms. Unfortunately, you are fighting a real headwind. The chart shows lower highs and lower lows. There are probably higher rates over time. This name is going to face a wall of sellers, as every time this creeps up a little, more people are going to want to Sell to get their money back. He wouldn't advise anyone to look at this space right now.

Telecommunications
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$33.070
Owned Owned
Unknown

HOLD
A T & T US(T-N) 

November 6, 2017

Don’t add more.  It is a tough, competitive market.  These are your lifeboat stocks.  They are to protect you on the downside if we ever have a correction.  It won’t keep up with the broader market, however.

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Don’t add more.  It is a tough, competitive market.  These are your lifeboat stocks.  They are to protect you on the downside if we ever have a correction.  It won’t keep up with the broader market, however.

Telecommunications
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Erin Gibbs

V.P., S&P Global Market In...

Price Price
$32.860
Owned Owned
Unknown

HOLD
A T & T US(T-N) 

October 26, 2017

As a buy and hold, blue chip, dividend stock, you would not get hurt by this stock.  People need less access to traditional TV now.  A home phone is not all that relevant today.  It will be hard for investors to pay higher valuations for the same kind of earnings.  He thinks there is a risk of the multiple falling slowly over time.

Telecommunications
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As a buy and hold, blue chip, dividend stock, you would not get hurt by this stock.  People need less access to traditional TV now.  A home phone is not all that relevant today.  It will be hard for investors to pay higher valuations for the same kind of earnings.  He thinks there is a risk of the multiple falling slowly over time.

Telecommunications
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$33.680
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

October 24, 2017

He loves the dividend on this. You’re getting over a 5% yield. Management has done a very good job through the acquisition of Time Warner, because they understand that cell phones and cell phone pricing can’t hold up forever. Eventually you are simply going to be paying for a data plan and not on minutes anymore. The company not only bought DirecTV, but also Time Warner, and are trying to become an end to end media company where they control cell, data, the pipe, and then media as well. You can stream HBO for free through your AT&T data plan, which they are using to lure subscribers. A very creative way to use that part of the portfolio. Dividend yield of 5.6%.

Telecommunications
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He loves the dividend on this. You’re getting over a 5% yield. Management has done a very good job through the acquisition of Time Warner, because they understand that cell phones and cell phone pricing can’t hold up forever. Eventually you are simply going to be paying for a data plan and not on minutes anymore. The company not only bought DirecTV, but also Time Warner, and are trying to become an end to end media company where they control cell, data, the pipe, and then media as well. You can stream HBO for free through your AT&T data plan, which they are using to lure subscribers. A very creative way to use that part of the portfolio. Dividend yield of 5.6%.

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John Petrides

Managing D, Point View Wealth Ma...

Price Price
$34.860
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

October 18, 2017

To understand this company, it is worthwhile to look at the whole sector. The ETF (IYZ-N) looks pretty sick. Wire line telecom is not an attractive business. When people are saying the yield is good, that really means the price is dropping. You don’t want to own things that act like bonds in a rising rate environment.

Telecommunications
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To understand this company, it is worthwhile to look at the whole sector. The ETF (IYZ-N) looks pretty sick. Wire line telecom is not an attractive business. When people are saying the yield is good, that really means the price is dropping. You don’t want to own things that act like bonds in a rising rate environment.

Telecommunications
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David Burrows

President , Barometer Capital Ma...

Price Price
$35.710
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

October 12, 2017

There is nothing wrong with this or others, other than that there is a tremendous amount of competition, particularly on the wireless side. Telecoms is a defensive sector, and is not going to perform well in an environment where the economy is expanding, and people will be buying technology, financials, consumer discretionary and industrials. It pays almost a 5.5% dividend. You have to be careful about chasing higher yielders. This is not expected to grow dividends in any significant way, over the next several years. Would treat this with caution.

Telecommunications
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There is nothing wrong with this or others, other than that there is a tremendous amount of competition, particularly on the wireless side. Telecoms is a defensive sector, and is not going to perform well in an environment where the economy is expanding, and people will be buying technology, financials, consumer discretionary and industrials. It pays almost a 5.5% dividend. You have to be careful about chasing higher yielders. This is not expected to grow dividends in any significant way, over the next several years. Would treat this with caution.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$35.860
Owned Owned
No

SELL
A T & T US(T-N) 

September 19, 2017

This has a bit of a headwind. In a rising interest rate environment, telecoms tend not to do well. In the midst of buying Time Warner, which has not been approved yet. They are making decisions on whether they want to be a landline company or a cell company, which will affect their future fundamental growth. He has stepped away from telecoms, because there is a lot of unknowns, some of it with regulators.

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This has a bit of a headwind. In a rising interest rate environment, telecoms tend not to do well. In the midst of buying Time Warner, which has not been approved yet. They are making decisions on whether they want to be a landline company or a cell company, which will affect their future fundamental growth. He has stepped away from telecoms, because there is a lot of unknowns, some of it with regulators.

Telecommunications
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Gordon Reid

President, GoodReid Investment ...

Price Price
$38.210
Owned Owned
No

COMMENT
A T & T US(T-N) 

September 5, 2017

Kind of ho-hum here. Down 11% year to date while the S&P is up 10%. It does offer a juicy 5.2% dividend yield. His concern is, where is the growth. Landline is not growing and is going in reverse. Even the wireless service is a very mature market and doesn’t seem to be growing. Now they are throwing money at acquisitions and have paid a lot of money for Dish to expand their video offerings, but he is not sure they are getting what they bargained for. They are in the process of closing the deal with Time Warner, a fantastic company, but will the synergies actually develop. He thinks they flatline here.

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Kind of ho-hum here. Down 11% year to date while the S&P is up 10%. It does offer a juicy 5.2% dividend yield. His concern is, where is the growth. Landline is not growing and is going in reverse. Even the wireless service is a very mature market and doesn’t seem to be growing. Now they are throwing money at acquisitions and have paid a lot of money for Dish to expand their video offerings, but he is not sure they are getting what they bargained for. They are in the process of closing the deal with Time Warner, a fantastic company, but will the synergies actually develop. He thinks they flatline here.

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$37.090
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

August 28, 2017

Sell a $40 Sept 2018 Put for $5.25 and Buy a $40 Sept 2018 Call. He doesn’t have a strong opinion on whether the Time Warner deal goes through or not. It is a political issue that they will have to deal with, and it is going to be a competition issue. Trying to predict the direction the US government is likely to take on anything, is like trying to guess Wayne Gretzky’s next move in a hockey game. If you are happy to own the stock at $35 whether or not the deal goes through, and you are comfortable with it, not a bad scenario.

Telecommunications
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Sell a $40 Sept 2018 Put for $5.25 and Buy a $40 Sept 2018 Call. He doesn’t have a strong opinion on whether the Time Warner deal goes through or not. It is a political issue that they will have to deal with, and it is going to be a competition issue. Trying to predict the direction the US government is likely to take on anything, is like trying to guess Wayne Gretzky’s next move in a hockey game. If you are happy to own the stock at $35 whether or not the deal goes through, and you are comfortable with it, not a bad scenario.

Telecommunications
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Richard Croft

President, R.N. Croft Financial...

Price Price
$37.940
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

July 4, 2017

The price has really come off in the last year. A lot of that is because investors are questioning what these businesses are going to look like for the next 10 years. Take the juicy dividends out of the equation, and ask yourself if you would buy this business. Their debt level is somewhere around $175 billion. They are going through a lot of acquisitions so are not going to be able to raise their dividend.

Telecommunications
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The price has really come off in the last year. A lot of that is because investors are questioning what these businesses are going to look like for the next 10 years. Take the juicy dividends out of the equation, and ask yourself if you would buy this business. Their debt level is somewhere around $175 billion. They are going through a lot of acquisitions so are not going to be able to raise their dividend.

Telecommunications
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$38.110
Owned Owned
No

COMMENT
A T & T US(T-N) 

June 29, 2017

He is not involved in telecoms. Prefers some of the cyclical areas. Some of the telcos are starting to improve, relative to other sectors in the space, along with financials and energy. Expects you will start to see a lift in some names like this. Dividend yield of 5.21%. Has a decent growth rate. Not sure you will find much capital growth in this when, and if, it starts to rebound. Longer-term, probably not a name he would want to own.

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He is not involved in telecoms. Prefers some of the cyclical areas. Some of the telcos are starting to improve, relative to other sectors in the space, along with financials and energy. Expects you will start to see a lift in some names like this. Dividend yield of 5.21%. Has a decent growth rate. Not sure you will find much capital growth in this when, and if, it starts to rebound. Longer-term, probably not a name he would want to own.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$37.620
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

June 2, 2017

Algonquin Power (AQN-T), AT&T (T-N) or Enbridge (ENF-T)? Of these 3, he would certainly go with this one. It is part of the S&P 500, which he is very bullish on as well as the US$. His model price is $38.21.

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Algonquin Power (AQN-T), AT&T (T-N) or Enbridge (ENF-T)? Of these 3, he would certainly go with this one. It is part of the S&P 500, which he is very bullish on as well as the US$. His model price is $38.21.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$38.870
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

May 10, 2017

They are currently trying to acquire another small equipment maker, but a higher bidder came out. (See Top Picks.)

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They are currently trying to acquire another small equipment maker, but a higher bidder came out. (See Top Picks.)

Telecommunications
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John Burke

CEO & CIO, Burke Financial Stra...

Price Price
$38.450
Owned Owned
Unknown

WEAK BUY
A T & T US(T-N) 

January 19, 2017

It just doesn’t get any respect.  It has been unable to break above two times book value for so long that he can’t remember.  It has nice upside potential from the numbers.  What’s not nice to like.  His target of $45 is a stretched max.

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It just doesn’t get any respect.  It has been unable to break above two times book value for so long that he can’t remember.  It has nice upside potential from the numbers.  What’s not nice to like.  His target of $45 is a stretched max.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$41.000
Owned Owned
Unknown

BUY
A T & T US(T-N) 

January 17, 2017

This is your classic bond surrogate. Between AT&T and Verizon (VZ-N), it is almost a duopoly. Pays an excellent dividend of close to 5%, and trades at a very reasonable valuation. Thinks their merger with Time Warner will go through and make them stronger.

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This is your classic bond surrogate. Between AT&T and Verizon (VZ-N), it is almost a duopoly. Pays an excellent dividend of close to 5%, and trades at a very reasonable valuation. Thinks their merger with Time Warner will go through and make them stronger.

Telecommunications
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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$41.110
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

January 6, 2017

The kind of stock you own for the long-term. He wouldn’t get shaken out because of anything to do with interest rates. This has a 4.6% dividend yield, and he can see the stock still having some upside.

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The kind of stock you own for the long-term. He wouldn’t get shaken out because of anything to do with interest rates. This has a 4.6% dividend yield, and he can see the stock still having some upside.

Telecommunications
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Matt Kacur

President, FSA Financial Scienc...

Price Price
$41.320
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

December 28, 2016

AT&T (T-N) or Verizon (VZ-N)? Chart shows this one has outperformed by about 10%. Within the sector, there is lots of news. One way to try and resolve this is to start a position in iShares Trust Dow Jones U.S. Telecom Sector Fund (IYZ-N), and you are probably going to see procyclical names again. The sector lagged a little, and as we get past the middle of the year this area should probably pick up.

Telecommunications
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AT&T (T-N) or Verizon (VZ-N)? Chart shows this one has outperformed by about 10%. Within the sector, there is lots of news. One way to try and resolve this is to start a position in iShares Trust Dow Jones U.S. Telecom Sector Fund (IYZ-N), and you are probably going to see procyclical names again. The sector lagged a little, and as we get past the middle of the year this area should probably pick up.

Telecommunications
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$42.520
Owned Owned
No

BUY
A T & T US(T-N) 

November 29, 2016

Despite the last few days when this company rallied, the stock sold off way too hard since August. They made a strategic acquisition with DirecTV, and also a $100 billion bid for Time Warner. This is important, because the company understands they cannot survive alone as a wireless telephone company. They are trying to become end to end, so they own the wireless spectrum, they own the video with DirecTV, and now they are getting content with HBO. Dividend yield of 5%.

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Despite the last few days when this company rallied, the stock sold off way too hard since August. They made a strategic acquisition with DirecTV, and also a $100 billion bid for Time Warner. This is important, because the company understands they cannot survive alone as a wireless telephone company. They are trying to become end to end, so they own the wireless spectrum, they own the video with DirecTV, and now they are getting content with HBO. Dividend yield of 5%.

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John Petrides

Managing D, Point View Wealth Ma...

Price Price
$39.480
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

November 24, 2016

This and Verizon (VZ-N) in the US, are suffering from the same thing that Canadian telcos are. Low growth, people disconnecting land lines, people disconnecting cable TV to some degree. The lines are blurring between all these companies. If you are buying this, it is really for the dividend, not the growth. He is not crazy about the sector because, as a dividend stock, it is vulnerable to rising rates. He sees the whole sector coming down if bond yields continue to rise.

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This and Verizon (VZ-N) in the US, are suffering from the same thing that Canadian telcos are. Low growth, people disconnecting land lines, people disconnecting cable TV to some degree. The lines are blurring between all these companies. If you are buying this, it is really for the dividend, not the growth. He is not crazy about the sector because, as a dividend stock, it is vulnerable to rising rates. He sees the whole sector coming down if bond yields continue to rise.

Telecommunications
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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$38.730
Owned Owned
No

DON'T BUY
A T & T US(T-N) 

November 15, 2016

Doesn’t think the dividend on this is safe. The problem is that they are just owing so much money. They are trying to acquire Time Warner, and will have to borrow money if the deal goes through. Feels the company is borrowing too much money. There are better names for you to buy.

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Doesn’t think the dividend on this is safe. The problem is that they are just owing so much money. They are trying to acquire Time Warner, and will have to borrow money if the deal goes through. Feels the company is borrowing too much money. There are better names for you to buy.

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John Burke

CEO & CIO, Burke Financial Stra...

Price Price
$36.770
Owned Owned
No

COMMENT
A T & T US(T-N) 

November 9, 2016

Mr. Trump was adamant that he did not want to see a merger with Time Warner (TWX-N). However, he has also spoken a lot about getting rid of regulation allowing businesses to move forward. She sold her holdings, as she doesn’t know what business they are in any more, and is very concerned that the culture of providing phone services, and now cellular services, is so incredibly different than the culture it takes to run a Time Warner media company successfully. She is disturbed by this merger.

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Mr. Trump was adamant that he did not want to see a merger with Time Warner (TWX-N). However, he has also spoken a lot about getting rid of regulation allowing businesses to move forward. She sold her holdings, as she doesn’t know what business they are in any more, and is very concerned that the culture of providing phone services, and now cellular services, is so incredibly different than the culture it takes to run a Time Warner media company successfully. She is disturbed by this merger.

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Liz Miller

President, Summit Place Financi...

Price Price
$37.440
Owned Owned
No

WAIT
A T & T US(T-N) 

October 24, 2016

If the Time Warner deal goes through, and he thinks it is a big if because of regulatory issues, he wouldn’t buy it here, but would stand back to see how it plays out. If it is completed, it could be very interesting.

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If the Time Warner deal goes through, and he thinks it is a big if because of regulatory issues, he wouldn’t buy it here, but would stand back to see how it plays out. If it is completed, it could be very interesting.

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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$36.860
Owned Owned
Unknown

WATCH
A T & T US(T-N) 

September 26, 2016

It has been shocking in the last number of months.  They have been able to sustain the dividend, but her firm was taking profits earlier.  They have changed a lot over the years.  The business is fine, but the stock is a bit ahead of itself.  The dividend has caused it to get a bit ahead of itself.

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It has been shocking in the last number of months.  They have been able to sustain the dividend, but her firm was taking profits earlier.  They have changed a lot over the years.  The business is fine, but the stock is a bit ahead of itself.  The dividend has caused it to get a bit ahead of itself.

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Liz Miller

President, Summit Place Financi...

Price Price
$41.140
Owned Owned
Unknown

BUY
A T & T US(T-N) 

September 13, 2016

(Market Call Minute.) She would hold this for the income.

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(Market Call Minute.) She would hold this for the income.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$39.970
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

September 7, 2016

(Market Call Minute.) They have basically camped out on the wire line business. Verizon has gone to the wireless model. Pays a great dividend, so you can’t go wrong as an income stock.

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(Market Call Minute.) They have basically camped out on the wire line business. Verizon has gone to the wireless model. Pays a great dividend, so you can’t go wrong as an income stock.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$41.270
Owned Owned
Unknown

BUY
A T & T US(T-N) 

August 31, 2016

She likes a lot of the very stable telecom companies. Both AT&T and Verizon (VZ-N) look similar to her, and offer similar dividends. Both would be income plays, not a price appreciation play. 4.7% dividend.

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She likes a lot of the very stable telecom companies. Both AT&T and Verizon (VZ-N) look similar to her, and offer similar dividends. Both would be income plays, not a price appreciation play. 4.7% dividend.

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Erin Gibbs

V.P., S&P Global Market In...

Price Price
$40.880
Owned Owned
Unknown

HOLD
A T & T US(T-N) 

July 19, 2016

Telcos have been performing very well. So long as we are in a lower rate environment, this should continue to perform well.

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Telcos have been performing very well. So long as we are in a lower rate environment, this should continue to perform well.

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David Burrows

President , Barometer Capital Ma...

Price Price
$42.770
Owned Owned
Unknown

SELL
A T & T US(T-N) 

July 7, 2016

(Market Call Minute) It has a 4-5% dividend.  Take profits if you have owned it a long time.

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(Market Call Minute) It has a 4-5% dividend.  Take profits if you have owned it a long time.

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Liz Miller

President, Summit Place Financi...

Price Price
$42.300
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

June 23, 2016

There is a chase for yield with interest rates being lower for longer. This yields about 4.6%, which is what investors want. Steady growth, so it is a low beta name, especially for investors who are more cautious. Trading at about 14X PE, only a notch away from a 2012 10-year high, so it is getting up there in terms of lofty valuations. Sees this growing at about 5% EPS, so it is a bit expensive.

Telecommunications
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There is a chase for yield with interest rates being lower for longer. This yields about 4.6%, which is what investors want. Steady growth, so it is a low beta name, especially for investors who are more cautious. Trading at about 14X PE, only a notch away from a 2012 10-year high, so it is getting up there in terms of lofty valuations. Sees this growing at about 5% EPS, so it is a bit expensive.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$41.880
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

June 16, 2016

One of those stocks that everybody is hiding out in, which is why it gets these massive valuations. If Janet Yellin stays away, a big if, and we get some risk taking in the market and some economic growth, he would suggest that there will be a massive allocation trade out of defensive names, and believes that this would be one of those. The new generation coming along is not going to be using phones, so there will be pricing pressures.

Telecommunications
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One of those stocks that everybody is hiding out in, which is why it gets these massive valuations. If Janet Yellin stays away, a big if, and we get some risk taking in the market and some economic growth, he would suggest that there will be a massive allocation trade out of defensive names, and believes that this would be one of those. The new generation coming along is not going to be using phones, so there will be pricing pressures.

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James Thorne

Sr Portfol, Caldwell Investment ...

Price Price
$40.490
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

June 8, 2016

A big, dominant, well-run US telecom business. Pays a nice dividend, so if you are a long-term investor, this is usually a good time to buy. Averaging in is a good way to reduce your timing risks.

Telecommunications
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A big, dominant, well-run US telecom business. Pays a nice dividend, so if you are a long-term investor, this is usually a good time to buy. Averaging in is a good way to reduce your timing risks.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$39.860
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

June 7, 2016

Verizon (VZ-N) or AT&T (T-N)? Both are good companies and you are getting a nice yield. You probably can’t lose with either of these.

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Verizon (VZ-N) or AT&T (T-N)? Both are good companies and you are getting a nice yield. You probably can’t lose with either of these.

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Mike Capombassi

President, Bristol Gate Capital...

Price Price
$39.790
Owned Owned
No

COMMENT
A T & T US(T-N) 

May 20, 2016

Likes their DirecTV acquisition the most. It gave them a lot of different synergies, expense and additional revenue to wring out. Your biggest risk right now with telecom is interest rates. These companies are very sensitive. Pays a 4.5%-5% dividend yield. This is really a call on rates. If we have low rates, this will continue to chug higher, but if they accelerate, this is going to get hurt.

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Likes their DirecTV acquisition the most. It gave them a lot of different synergies, expense and additional revenue to wring out. Your biggest risk right now with telecom is interest rates. These companies are very sensitive. Pays a 4.5%-5% dividend yield. This is really a call on rates. If we have low rates, this will continue to chug higher, but if they accelerate, this is going to get hurt.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$38.450
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

May 5, 2016

AT&T (T-N) or Orange (ORAN-N) for a retiree? In this environment, which is going to be a relatively low growth one, you need to have a company that pays and increases dividends. Both these companies can continue to do that over the long-term, and are the kind of companies you want to own. Owning both will benefit you for the long-term. However, this one is slightly cheaper and with better prospects.

Telecommunications
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AT&T (T-N) or Orange (ORAN-N) for a retiree? In this environment, which is going to be a relatively low growth one, you need to have a company that pays and increases dividends. Both these companies can continue to do that over the long-term, and are the kind of companies you want to own. Owning both will benefit you for the long-term. However, this one is slightly cheaper and with better prospects.

Telecommunications
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$38.740
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

April 20, 2016

Thinks of this as a bond and that is how it has performed. The stock hasn’t done a lot, but has given you a reasonable yield. The majority of their free cash flow is going to that. Post some recent M&A activity, they need to now de-lever, and will probably do so for a while. Don’t set your hopes too high in terms of capital appreciation.

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Thinks of this as a bond and that is how it has performed. The stock hasn’t done a lot, but has given you a reasonable yield. The majority of their free cash flow is going to that. Post some recent M&A activity, they need to now de-lever, and will probably do so for a while. Don’t set your hopes too high in terms of capital appreciation.

Telecommunications
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Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$38.720
Owned Owned
Unknown

HOLD
A T & T US(T-N) 

March 9, 2016

A little above his model price of $34. You can’t go wrong owning large cap stocks. Loves the space.

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A little above his model price of $34. You can’t go wrong owning large cap stocks. Loves the space.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$37.980
Owned Owned
No

DON'T BUY
A T & T US(T-N) 

January 27, 2016

It seems like they are making the right things happen.  HD-N would be preferred.  He does not mind AT&T, also. 

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It seems like they are making the right things happen.  HD-N would be preferred.  He does not mind AT&T, also. 

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$35.480
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

January 21, 2016

A good company.  They recently bought Direct TV.  He owns VZ-N and prefers it.  You should switch into it.

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A good company.  They recently bought Direct TV.  He owns VZ-N and prefers it.  You should switch into it.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$34.540
Owned Owned
No

BUY
A T & T US(T-N) 

December 15, 2015

In a taxable account you recover the withholding tax when you file your Canadian a tax return.  You do not get a dividend tax credit, however.  He owns VS-N, which he thinks may be a marginally better pick.  They are taking a divergent route.  AT&T is more of a direct route to the home in terms of their streaming capabilities.  Verizon is more of a wireless play.  Both pay good dividends.

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In a taxable account you recover the withholding tax when you file your Canadian a tax return.  You do not get a dividend tax credit, however.  He owns VS-N, which he thinks may be a marginally better pick.  They are taking a divergent route.  AT&T is more of a direct route to the home in terms of their streaming capabilities.  Verizon is more of a wireless play.  Both pay good dividends.

Telecommunications
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Gordon Reid

President, GoodReid Investment ...

Price Price
$33.810
Owned Owned
No

COMMENT
A T & T US(T-N) 

December 1, 2015

AT&T (T-N) or Orange (ORAN-N)? He doesn’t know about AT&T, but Orange he does know well and is maintaining his $28 target.

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AT&T (T-N) or Orange (ORAN-N)? He doesn’t know about AT&T, but Orange he does know well and is maintaining his $28 target.

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Benj Gallander

President, Contra the Heard Inv...

Price Price
$33.770
Owned Owned
No

HOLD
A T & T US(T-N) 

November 27, 2015

Sell now for the FX benefit and move into a Canadian stock? Their intent now is to capture distribution. He doesn’t see any problem with continuing to Hold this. It is probably underpriced and a little bit misunderstood in terms of what they are intending to be in the future. Yield of 5.6%.

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Sell now for the FX benefit and move into a Canadian stock? Their intent now is to capture distribution. He doesn’t see any problem with continuing to Hold this. It is probably underpriced and a little bit misunderstood in terms of what they are intending to be in the future. Yield of 5.6%.

Telecommunications
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Gordon Reid

President, GoodReid Investment ...

Price Price
$33.570
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

November 23, 2015

Switching from BCE to AT&T? US telcos look a lot cheaper than Canadian telcos in valuation, but they haven’t done anything, and he doesn’t know why that is. He is going to spend some time researching the US telcos. Why would you give up your Canadian telco for a US telco? You are giving up the Canadian dividend tax credit. It is essentially a monopoly business in Canada.

Telecommunications
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Switching from BCE to AT&T? US telcos look a lot cheaper than Canadian telcos in valuation, but they haven’t done anything, and he doesn’t know why that is. He is going to spend some time researching the US telcos. Why would you give up your Canadian telco for a US telco? You are giving up the Canadian dividend tax credit. It is essentially a monopoly business in Canada.

Telecommunications
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$33.460
Owned Owned
Unknown

SELL
A T & T US(T-N) 

November 20, 2015

AT&T (T-N) or BCE (BCE-T) for dividends? Although they are both mega names in the telco space, they are quite different, primarily because the telco space in the US is much more competitive, which means price wars. Margins are much thinner in the US. This company’s share price, since about mid-2012, has really done nothing. He would sell this and buy BCE.

Telecommunications
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AT&T (T-N) or BCE (BCE-T) for dividends? Although they are both mega names in the telco space, they are quite different, primarily because the telco space in the US is much more competitive, which means price wars. Margins are much thinner in the US. This company’s share price, since about mid-2012, has really done nothing. He would sell this and buy BCE.

Telecommunications
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$33.660
Owned Owned
Unknown

BUY
A T & T US(T-N) 

November 3, 2015

Likes the US telecom sector right now. For all the noise around the whole market with risk, the telecom sector just continues to deliver. Growth is not what it used to be, but valuation is very cheap. Good dividend yield and good valuation.

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Likes the US telecom sector right now. For all the noise around the whole market with risk, the telecom sector just continues to deliver. Growth is not what it used to be, but valuation is very cheap. Good dividend yield and good valuation.

Telecommunications
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$33.630
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

October 29, 2015

The US telecom space is a lot more competitive than in Canada.  The Canadian telecoms have great positioning since there is a lack of competition and they pay a good dividend which you get a tax credit for.

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The US telecom space is a lot more competitive than in Canada.  The Canadian telecoms have great positioning since there is a lack of competition and they pay a good dividend which you get a tax credit for.

Telecommunications
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$33.550
Owned Owned
No

COMMENT
A T & T US(T-N) 

October 23, 2015

Vodafone (VOD-Q) or AT&T (T-N)? If you are looking for global exposure, he would suggest Vodafone.

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Vodafone (VOD-Q) or AT&T (T-N)? If you are looking for global exposure, he would suggest Vodafone.

Telecommunications
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$33.740
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

September 18, 2015

AT&T (T-N) or Verizon (VZ-N)? He tends to err on the side of caution, so he would prefer this one. It is the more stable side of the business. Also, pays a higher dividend.

Telecommunications
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AT&T (T-N) or Verizon (VZ-N)? He tends to err on the side of caution, so he would prefer this one. It is the more stable side of the business. Also, pays a higher dividend.

Telecommunications
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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$32.550
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

September 8, 2015

This scores tops in terms of stability, and has a reasonable ROE. Price to free cash flow is not cheap, which is generally true for telcos, but they are very stable businesses. They can carry more debt and typically pay a good yield. Dividend yield of 5.8%. If you are looking for a place to hide, this would be a great place.

Telecommunications
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This scores tops in terms of stability, and has a reasonable ROE. Price to free cash flow is not cheap, which is generally true for telcos, but they are very stable businesses. They can carry more debt and typically pay a good yield. Dividend yield of 5.8%. If you are looking for a place to hide, this would be a great place.

Telecommunications
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$33.140
Owned Owned
Yes

COMMENT
A T & T US(T-N) 

August 14, 2015

If looking for safety and stability, this is not a bad place to go. If looking for growth, he is not convinced that you are going to see it in this. Looking at the large US telcos, it is so darn competitive and there are major price wars between this company and Verizon (VZ-N), and what they are doing is cutting costs and fees on the various plans to remain competitive. A very challenging environment. The good news is you are getting a fat dividend, but if you are looking for share price appreciation he would prefer Canadian names. (See Top Picks.)

Telecommunications
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If looking for safety and stability, this is not a bad place to go. If looking for growth, he is not convinced that you are going to see it in this. Looking at the large US telcos, it is so darn competitive and there are major price wars between this company and Verizon (VZ-N), and what they are doing is cutting costs and fees on the various plans to remain competitive. A very challenging environment. The good news is you are getting a fat dividend, but if you are looking for share price appreciation he would prefer Canadian names. (See Top Picks.)

Telecommunications
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$34.050
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

April 21, 2015

This pays you much more than the US treasury bond does. Also, likes it because it is a defensive type of investment. Feels the dividend is reasonably safe, but it is dealing in a very, very competitive world. There is a lot of debt involved. 10% dividend yield.

Telecommunications
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This pays you much more than the US treasury bond does. Also, likes it because it is a defensive type of investment. Feels the dividend is reasonably safe, but it is dealing in a very, very competitive world. There is a lot of debt involved. 10% dividend yield.

Telecommunications
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John O'Connell,

Chairman a, Davis Rea...

Price Price
$32.660
Owned Owned
Unknown

HOLD
A T & T US(T-N) 

March 20, 2015

This one and Verizon dominate the US market.  He used to be there but got out.  Lots of money has to be spent where the company may or may not get a return on it.  The big dividend stocks are vulnerable if and when rates start to go up.  It is okay but he would not rush out to buy it.

Telecommunications
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This one and Verizon dominate the US market.  He used to be there but got out.  Lots of money has to be spent where the company may or may not get a return on it.  The big dividend stocks are vulnerable if and when rates start to go up.  It is okay but he would not rush out to buy it.

Telecommunications
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Norman Levine

Managing D, Portfolio Management...

Price Price
$33.230
Owned Owned
No

COMMENT
A T & T US(T-N) 

March 16, 2015

A decent income exposure.  As new phones come out data packages go up all the time.  As investors we have to watch out here for interest rates.  Their growth should be okay here from an investor standpoint.  From a tax perspective, owning Canadian telcos would be better.

Telecommunications
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A decent income exposure.  As new phones come out data packages go up all the time.  As investors we have to watch out here for interest rates.  Their growth should be okay here from an investor standpoint.  From a tax perspective, owning Canadian telcos would be better.

Telecommunications
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Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$33.060
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

February 10, 2015

She doesn’t own any telecom stocks. This is a mature market and has a stable earnings stream. The growth is really coming from wireless, because wire line is declining. She thinks penetration is pretty high for smart phones in the US. They have attractive yields because they have a steady stream of cash flow. She would prefer Verizon (VZ-N) because it is more wireless. If you own, consider taking your US money out of this and putting it into something like Telus (T-T) to take advantage of the US$.

Telecommunications
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She doesn’t own any telecom stocks. This is a mature market and has a stable earnings stream. The growth is really coming from wireless, because wire line is declining. She thinks penetration is pretty high for smart phones in the US. They have attractive yields because they have a steady stream of cash flow. She would prefer Verizon (VZ-N) because it is more wireless. If you own, consider taking your US money out of this and putting it into something like Telus (T-T) to take advantage of the US$.

Telecommunications
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$34.850
Owned Owned
No

COMMENT
A T & T US(T-N) 

December 22, 2014

If you believe in continued growth of the US economy, this is the biggest telecom company effectively. Had some issues relative to Verizon because they did not have the iPhone. Verizon is now saddled with the debt associated with the acquisition of the Vodafone wireless piece. Longer-term, the movement for the US telcos is that as they raise interest rates, as pension funds need to be constantly funded, it will cause the pension deficits to be less of a negative to a positive, and we might even see a situation where there is a pension funding holiday. The US will be the first to experience that, and when that occurs, there will be some decreases in costs and may actually result in a higher growth for the earnings stream.

Telecommunications
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If you believe in continued growth of the US economy, this is the biggest telecom company effectively. Had some issues relative to Verizon because they did not have the iPhone. Verizon is now saddled with the debt associated with the acquisition of the Vodafone wireless piece. Longer-term, the movement for the US telcos is that as they raise interest rates, as pension funds need to be constantly funded, it will cause the pension deficits to be less of a negative to a positive, and we might even see a situation where there is a pension funding holiday. The US will be the first to experience that, and when that occurs, there will be some decreases in costs and may actually result in a higher growth for the earnings stream.

Telecommunications
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$33.850
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

December 12, 2014

This, along with wireless carriers in the US, has been a little weak recently. The concern is the continued heavy subsidization of new handsets. Feels the wireless carrier space is going to remain very competitive. The years of AT&T having exclusivity and getting very large share gains, is sort of behind them. This is fairly valued without a tremendous amount of growth.

Telecommunications
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This, along with wireless carriers in the US, has been a little weak recently. The concern is the continued heavy subsidization of new handsets. Feels the wireless carrier space is going to remain very competitive. The years of AT&T having exclusivity and getting very large share gains, is sort of behind them. This is fairly valued without a tremendous amount of growth.

Telecommunications
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Bruce Tatters

Founding P, Triumph Asset Manage...

Price Price
$32.160
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

December 10, 2014

Bank of America (BAC-N) or AT&T (T-N)? When you are valuing stocks, you have to look at the long-term free cash flow that a company can generate. In the short term, you are probably better with this one. It depends on what you want in the stock. This will be much more stable. He would prefer this because he is much more cautious on banks in the short term. However, on a 10 year term, you would probably make more money on Bank of America.

Telecommunications
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Bank of America (BAC-N) or AT&T (T-N)? When you are valuing stocks, you have to look at the long-term free cash flow that a company can generate. In the short term, you are probably better with this one. It depends on what you want in the stock. This will be much more stable. He would prefer this because he is much more cautious on banks in the short term. However, on a 10 year term, you would probably make more money on Bank of America.

Telecommunications
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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$32.490
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

December 9, 2014

Is there a possibility that they would acquire Vodafone (VOD-Q)? That would be a very, very large acquisition for this company, and would be a complete game changer. There would have to be equity involved. This might result in a revolt by AT&T shareholders. Stock is trading at a discount because they are faced with 2 unfortunate situations in the wireless market, (which has the rich margins). 1.) A lot of competition from T Mobile and 2) putting fibre in the ground and going after the cable/video market, this is very expensive. Dividend yield of 5.5%.

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Is there a possibility that they would acquire Vodafone (VOD-Q)? That would be a very, very large acquisition for this company, and would be a complete game changer. There would have to be equity involved. This might result in a revolt by AT&T shareholders. Stock is trading at a discount because they are faced with 2 unfortunate situations in the wireless market, (which has the rich margins). 1.) A lot of competition from T Mobile and 2) putting fibre in the ground and going after the cable/video market, this is very expensive. Dividend yield of 5.5%.

Telecommunications
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Patrick Horan

Portfolio , Agilith Capital Inc...

Price Price
$32.890
Owned Owned
No

BUY
A T & T US(T-N) 

November 20, 2014

He owns BCE-T.  Bought after the failed acquisition so the cost price was $28.  The challenge is for new clients.  Telcos are a GDP grip.  The US economy is getting ready to turn the corner.  The dividend will grow.  The potential of an interest rate increase will cause the pension funds to eliminate their deficit.  T-N will be the first where they will not have to pay a pension amount to employees. 

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He owns BCE-T.  Bought after the failed acquisition so the cost price was $28.  The challenge is for new clients.  Telcos are a GDP grip.  The US economy is getting ready to turn the corner.  The dividend will grow.  The potential of an interest rate increase will cause the pension funds to eliminate their deficit.  T-N will be the first where they will not have to pay a pension amount to employees. 

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$35.280
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

November 18, 2014

Verizon (VZ-N) or AT&T (T-N)? Verizon dividend yield is 4.25% versus AT&T's 5%. He wants to own dividend stocks that are growing their cash flow, but they don't have to be high dividend paying stocks. Wants to know that that dividend is going to increase. Feels this is a good, safe way to play certain trends going on in the US in the telcos. Also, you are clipping a very attractive yield. Both stocks are good, but focusing on growth opportunities, he would prefer Verizon as the best opportunity.

Telecommunications
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Verizon (VZ-N) or AT&T (T-N)? Verizon dividend yield is 4.25% versus AT&T's 5%. He wants to own dividend stocks that are growing their cash flow, but they don't have to be high dividend paying stocks. Wants to know that that dividend is going to increase. Feels this is a good, safe way to play certain trends going on in the US in the telcos. Also, you are clipping a very attractive yield. Both stocks are good, but focusing on growth opportunities, he would prefer Verizon as the best opportunity.

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Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$35.720
Owned Owned
No

COMMENT
A T & T US(T-N) 

November 3, 2014

They spend a tremendous amount of money on CapX, but they have great cash flow. It will continue to pay its dividend. What he worries about is its growth and its competitive position against Verizon (VZ-N).

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They spend a tremendous amount of money on CapX, but they have great cash flow. It will continue to pay its dividend. What he worries about is its growth and its competitive position against Verizon (VZ-N).

Telecommunications
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Gordon Reid

President, GoodReid Investment ...

Price Price
$34.840
Owned Owned
No

COMMENT
A T & T US(T-N) 

October 16, 2014

Payout ratio is around 50% so the dividend appears quite reliable and safe. Feels the dividend is going to grow by mid-single digits over the next few years. Currently it is at 5%. However, the telecom space in general is a bit stretched in valuations. Lots of competition and a lot of things happening. Would choose Verizon (VZ-N) over this as it has a little bit better growth profile with a slightly lower dividend.

Telecommunications
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Payout ratio is around 50% so the dividend appears quite reliable and safe. Feels the dividend is going to grow by mid-single digits over the next few years. Currently it is at 5%. However, the telecom space in general is a bit stretched in valuations. Lots of competition and a lot of things happening. Would choose Verizon (VZ-N) over this as it has a little bit better growth profile with a slightly lower dividend.

Telecommunications
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$33.640
Owned Owned
No

DON'T BUY
A T & T US(T-N) 

August 14, 2014

Would prefer the US REIT area for US cash income.  AT&T has challenges on the wired and wireless sides.  They had their day 3 years ago, but now their dividend is not growing.  Take a look at cable companies which have more growth.

Telecommunications
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Would prefer the US REIT area for US cash income.  AT&T has challenges on the wired and wireless sides.  They had their day 3 years ago, but now their dividend is not growing.  Take a look at cable companies which have more growth.

Telecommunications
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Patrick Horan

Portfolio , Agilith Capital Inc...

Price Price
$34.895
Owned Owned
Unknown

BUY
A T & T US(T-N) 

August 13, 2014

Have gone through a lot of changes in the last 5 years. The big news right now is the proposed acquisition of DirecTV, which will be a big game changer for them. This is the largest wireless carrier with about 125 million subscribers. The environment is getting extremely competitive and pricing is becoming cut-throat. 5% dividend remains strong and their cash flow is good.

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Have gone through a lot of changes in the last 5 years. The big news right now is the proposed acquisition of DirecTV, which will be a big game changer for them. This is the largest wireless carrier with about 125 million subscribers. The environment is getting extremely competitive and pricing is becoming cut-throat. 5% dividend remains strong and their cash flow is good.

Telecommunications
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$34.690
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

August 5, 2014

What’s the point of buying this when you can Buy a Canadian company, keep your dividend, and even get a dividend tax credit? He is sticking with Canadian names.

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What’s the point of buying this when you can Buy a Canadian company, keep your dividend, and even get a dividend tax credit? He is sticking with Canadian names.

Telecommunications
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$35.110
Owned Owned
No

DON'T BUY
A T & T US(T-N) 

May 20, 2014

Looking to merge with DirecTV. The whole tipping point is if AT&T can get the NFL network with the DirecTV purchase, it gives them some kind of growth. The dividend is not growing faster than the rate of inflation. Has not been a big fan of this company because they are so big, they are not growing at a quick rate.

Telecommunications
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Looking to merge with DirecTV. The whole tipping point is if AT&T can get the NFL network with the DirecTV purchase, it gives them some kind of growth. The dividend is not growing faster than the rate of inflation. Has not been a big fan of this company because they are so big, they are not growing at a quick rate.

Telecommunications
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David Driscoll

President , Liberty Internationa...

Price Price
$35.500
Owned Owned
No

SELL
A T & T US(T-N) 

May 2, 2014

Not his favourite.  Smaller companies are hurting the big guys.  There has not been a lot of growth for them.  Prefers Canadian telecoms.

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Not his favourite.  Smaller companies are hurting the big guys.  There has not been a lot of growth for them.  Prefers Canadian telecoms.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$35.630
Owned Owned
No

COMMENT
A T & T US(T-N) 

April 30, 2014

Equal weight on AT&T (T-N), Verizon (VZ-N) and Vodafone (VOD-Q) as a dividend play? If looking for dividend income, why not take advantage of the dividend tax credit that is offered on Canadian dividends? Although you get a dividend on these, from a tax standpoint it is treated as interest. As far as the telcos in the US are concerned, is that they distribute a lot of cash which generally run at the 4%-5% rate. AT&T is a slower grower. Of these 3, his favourite would probably be Verizon.

Telecommunications
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Equal weight on AT&T (T-N), Verizon (VZ-N) and Vodafone (VOD-Q) as a dividend play? If looking for dividend income, why not take advantage of the dividend tax credit that is offered on Canadian dividends? Although you get a dividend on these, from a tax standpoint it is treated as interest. As far as the telcos in the US are concerned, is that they distribute a lot of cash which generally run at the 4%-5% rate. AT&T is a slower grower. Of these 3, his favourite would probably be Verizon.

Telecommunications
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Gordon Reid

President, GoodReid Investment ...

Price Price
$35.700
Owned Owned
Unknown

HOLD
A T & T US(T-N) 

April 9, 2014

Telecoms are getting a bit stretched in terms of valuations.  Decent but watch the valuation.

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Telecoms are getting a bit stretched in terms of valuations.  Decent but watch the valuation.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$34.920
Owned Owned
No

COMMENT
A T & T US(T-N) 

March 14, 2014

(Market Call Minute.) This got to twice Book Value and has been having a heck of a time getting any higher. It does have the potential to get higher and has a nice yield, but the 2X book value is blocking it.

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(Market Call Minute.) This got to twice Book Value and has been having a heck of a time getting any higher. It does have the potential to get higher and has a nice yield, but the 2X book value is blocking it.

Telecommunications
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$32.490
Owned Owned
Unknown

DON'T BUY
A T & T US(T-N) 

March 11, 2014

Longer term chart is a little bearish. Lower highs, and lower lows. Possiblity of a base being built currently, but would like to see the stock stop making lower highs, and lower lows.  No real sign of a turn around just yet.

Telecommunications
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Longer term chart is a little bearish. Lower highs, and lower lows. Possiblity of a base being built currently, but would like to see the stock stop making lower highs, and lower lows.  No real sign of a turn around just yet.

Telecommunications
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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$32.230
Owned Owned
Unknown

HOLD
A T & T US(T-N) 

February 14, 2014

There are rumours that this company would be buying Vodafone in Europe and this would wear heavily on their balance sheet. If they don’t do this, payout ratio is about 72% on their dividend. About 5.5% dividend yield.

Telecommunications
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There are rumours that this company would be buying Vodafone in Europe and this would wear heavily on their balance sheet. If they don’t do this, payout ratio is about 72% on their dividend. About 5.5% dividend yield.

Telecommunications
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$33.150
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

February 13, 2014

Within the telco space, he prefers Verizon (VZ-N) more than this. Has a decent dividend of 5.5% but he doesn’t think it is going to grow. In an environment where interest rates are going to move up, that dividend is going to look less and less attractive.

Telecommunications
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Within the telco space, he prefers Verizon (VZ-N) more than this. Has a decent dividend of 5.5% but he doesn’t think it is going to grow. In an environment where interest rates are going to move up, that dividend is going to look less and less attractive.

Telecommunications
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$33.490
Owned Owned
No

DON'T BUY
A T & T US(T-N) 

February 10, 2014

Telecom stocks in general should have done better, because the whole industry did better. Now he thinks the telecom industry has some issues in front of it. Slowing growth, more competition, margins are getting driven down. (See Top Picks.)

Telecommunications
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Telecom stocks in general should have done better, because the whole industry did better. Now he thinks the telecom industry has some issues in front of it. Slowing growth, more competition, margins are getting driven down. (See Top Picks.)

Telecommunications
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$32.440
Owned Owned
No

COMMENT
A T & T US(T-N) 

January 2, 2014

If you are relying on this as an income stock, it is probably a pretty good choice. US dividends do not give you the benefit of the Canadian dividend tax credit though. When looking for income vehicles for his clients, he would probably overweight Canadian securities that get a preferential tax treatment.

Telecommunications
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If you are relying on this as an income stock, it is probably a pretty good choice. US dividends do not give you the benefit of the Canadian dividend tax credit though. When looking for income vehicles for his clients, he would probably overweight Canadian securities that get a preferential tax treatment.

Telecommunications
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Gordon Reid

President, GoodReid Investment ...

Price Price
$34.950
Owned Owned
Unknown

BUY
A T & T US(T-N) 

December 3, 2013

Vodafone (VOD-Q) or AT&T (T-N)? He would go with this one. His favourite telecom is probably Verizon (VZ-N) which is a little growthier and has a decent dividend with a bigger wireless footprint. This is a good income stock. Got a little pricey but has come back.

Telecommunications
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Vodafone (VOD-Q) or AT&T (T-N)? He would go with this one. His favourite telecom is probably Verizon (VZ-N) which is a little growthier and has a decent dividend with a bigger wireless footprint. This is a good income stock. Got a little pricey but has come back.

Telecommunications
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Gordon Reid

President, GoodReid Investment ...

Price Price
$34.740
Owned Owned
Yes

BUY
A T & T US(T-N) 

November 1, 2013

Spent most of their CapX for the year building out their wireless franchise, which is where growth is. Since then the stock has moved up to the current range because they are monetizing their towers, getting rid of some fixed costs. Likes the stock, the cash flow it generates and the dividend. Management team is fairly conservative and understand the business well and are looking for opportunities.

Telecommunications
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Spent most of their CapX for the year building out their wireless franchise, which is where growth is. Since then the stock has moved up to the current range because they are monetizing their towers, getting rid of some fixed costs. Likes the stock, the cash flow it generates and the dividend. Management team is fairly conservative and understand the business well and are looking for opportunities.

Telecommunications
0 0 0 0 0
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$36.240
Owned Owned
Yes

BUY
A T & T US(T-N) 

September 19, 2013

Likes fundamentally but likes a lower entry point. He has had success in the past by getting in at around $30 and selling it at around $40. Well-run company. Verizon (VZ-N) has just agreed to buy back their wireless business from Vodafone (VOD-Q), so this has them tied up and they have to spin off some assets. Thinks they overpaid. In this environment, AT&T makes sense because they are trying to expand. Have already put $6-$7 billion to work this year. Generates a significant amount of cash flow. From a dividend/income type company perspective, he likes it at this time.

Telecommunications
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Likes fundamentally but likes a lower entry point. He has had success in the past by getting in at around $30 and selling it at around $40. Well-run company. Verizon (VZ-N) has just agreed to buy back their wireless business from Vodafone (VOD-Q), so this has them tied up and they have to spin off some assets. Thinks they overpaid. In this environment, AT&T makes sense because they are trying to expand. Have already put $6-$7 billion to work this year. Generates a significant amount of cash flow. From a dividend/income type company perspective, he likes it at this time.

Telecommunications
0 0 0 0 0
0 comments
Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$34.810
Owned Owned
Yes

COMMENT
A T & T US(T-N) 

September 13, 2013

(Market Call Minute.) May be worth looking at because Verizon (VZ-N) is going to be fairly fully occupied absorbing the 45% of Verizon wireless.

Telecommunications
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(Market Call Minute.) May be worth looking at because Verizon (VZ-N) is going to be fairly fully occupied absorbing the 45% of Verizon wireless.

Telecommunications
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$34.320
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

September 10, 2013

This is an interest sensitive sector. Relatively mature now so they pay an attractive dividend. For an income investor, it is fine to hold. However, if you want the dividend tax credit you’d do better to hold Bell Canada (BCE-T). There won’t be a lot of growth.

Telecommunications
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This is an interest sensitive sector. Relatively mature now so they pay an attractive dividend. For an income investor, it is fine to hold. However, if you want the dividend tax credit you’d do better to hold Bell Canada (BCE-T). There won’t be a lot of growth.

Telecommunications
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$33.970
Owned Owned
Unknown

HOLD
A T & T US(T-N) 

September 9, 2013

Good dividend at 5.3%.  Cap-X level is high but there is good cash flow.  A very defensive sector.  It is going to grow over the long term. 

Telecommunications
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Good dividend at 5.3%.  Cap-X level is high but there is good cash flow.  A very defensive sector.  It is going to grow over the long term. 

Telecommunications
0 0 0 0 0
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Brandon Osten

President , Venator Capital Mana...

Price Price
$33.630
Owned Owned
Unknown

COMMENT
A T & T US(T-N) 

September 5, 2013

Telecom is your pure interest-rate sensitive area. As we go forward, you have to decide if you want to hold too many of these interest-rate sensitive type of stocks. This one has a great dividend of 5.3%. Growth of the dividend is not going to be tremendous over the years. If interest rates continue to move up in the US, the attraction of dividend yield to investors will begin to wane. He prefers Verizon (VZ-N) a bit more because of its growth profile.

Telecommunications
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Telecom is your pure interest-rate sensitive area. As we go forward, you have to decide if you want to hold too many of these interest-rate sensitive type of stocks. This one has a great dividend of 5.3%. Growth of the dividend is not going to be tremendous over the years. If interest rates continue to move up in the US, the attraction of dividend yield to investors will begin to wane. He prefers Verizon (VZ-N) a bit more because of its growth profile.

Telecommunications
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$33.340
Owned Owned
Yes

COMMENT
A T & T US(T-N) 

April 29, 2013

There was a rumour that Verizon (VZ-N) would take over 45% of Vodafone (VOD-Q) and AT&T would take over the rest. That got debunked pretty quickly but he wouldn’t rule out anything at this point. The most likely outcome will be some kind of arrangement between Vodafone and Verizon directly. If you are looking at this company, you are there for the attractive yield. Could be used as a bond proxy.

Telecommunications
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There was a rumour that Verizon (VZ-N) would take over 45% of Vodafone (VOD-Q) and AT&T would take over the rest. That got debunked pretty quickly but he wouldn’t rule out anything at this point. The most likely outcome will be some kind of arrangement between Vodafone and Verizon directly. If you are looking at this company, you are there for the attractive yield. Could be used as a bond proxy.

Telecommunications
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John Wilson

CEO; Co-CI, Sprott Asset Managem...

Price Price
$37.300
Owned Owned
Unknown

PAST TOP PICK
A T & T US(T-N) 

April 8, 2013

(Top Pick Apr 16/12, Up 29.35%) Sold because of the Canadian dollar.  He is going into the Canadian Telecom space with this money.

Telecommunications
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(Top Pick Apr 16/12, Up 29.35%) Sold because of the Canadian dollar.  He is going into the Canadian Telecom space with this money.

Telecommunications
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$37.620
Owned Owned
No

BUY
A T & T US(T-N) 

December 27, 2012

North American telecoms stocks have done very well. Expects they will continue to pay reasonable dividends. Not trading at expensive multiples. Not fast growers but has the opportunity to slowly increase their dividends. Good balance sheets. Prefers Verizon (VZ-N) because of their better technology and has spent a lot of CapX, which this company has not done.

Telecommunications
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North American telecoms stocks have done very well. Expects they will continue to pay reasonable dividends. Not trading at expensive multiples. Not fast growers but has the opportunity to slowly increase their dividends. Good balance sheets. Prefers Verizon (VZ-N) because of their better technology and has spent a lot of CapX, which this company has not done.

Telecommunications
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$33.660
Owned Owned
Yes