NYSE:T
38.52
0.14
(0.36%)
AT&T Inc. is an American multinational telecommunications holding company headquartered at Whitacre Tower in Downtown Dallas, Texas.
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Analysis and Opinions about T-N
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Opinion
Expert
BUY
BUY
April 25, 2019
He swapped Verizon out and bought ATT recently because last year Verizon was up 12% and ATT down 16%. ATT though is a good business and pays an attractive dividend of 6.8%, which is a rare, but safe level for a telco. A good, long-term story.
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He swapped Verizon out and bought ATT recently because last year Verizon was up 12% and ATT down 16%. ATT though is a good business and pays an attractive dividend of 6.8%, which is a rare, but safe level for a telco. A good, long-term story.
WEAK BUY
WEAK BUY
April 8, 2019
He is contemplating buying more. VZ-N is the market leader with less debt. With 5 G coming at us it will be the highest spend the industry has ever made. VZ-N is the quality stock but T-N made a big acquisition in Comcast. You could buy it for the dividend.
Show full opinionHide full opinionHe is contemplating buying more. VZ-N is the market leader with less debt. With 5 G coming at us it will be the highest spend the industry has ever made. VZ-N is the quality stock but T-N made a big acquisition in Comcast. You could buy it for the dividend.
DON'T BUY
DON'T BUY
March 6, 2019
Owns Verizon instead who are building out the 5G network whereas AT&T is more into media after buying Time-Warner. He sold when AT&T bought more media.
Show full opinionHide full opinionOwns Verizon instead who are building out the 5G network whereas AT&T is more into media after buying Time-Warner. He sold when AT&T bought more media.
DON'T BUY
DON'T BUY
February 6, 2019
It's no a phone company anymore. They bought Direct TV to get into the media business, which demands a lot of investment. ATT isn't the best competitor in this space.
Show full opinionHide full opinionIt's no a phone company anymore. They bought Direct TV to get into the media business, which demands a lot of investment. ATT isn't the best competitor in this space.
DON'T BUY
DON'T BUY
January 25, 2019
He hasn't studied this in a while. The US telcos don't tempt him. They've acquired a lot of entertainment platforms, then paid them off. Bad balance sheet. He prefers Canadian telcos like Rogers who have de-levered a lot. Don't buy a stock only for its dividend.
Show full opinionHide full opinionHe hasn't studied this in a while. The US telcos don't tempt him. They've acquired a lot of entertainment platforms, then paid them off. Bad balance sheet. He prefers Canadian telcos like Rogers who have de-levered a lot. Don't buy a stock only for its dividend.
DON'T BUY
DON'T BUY
January 23, 2019
vs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
Show full opinionHide full opinionvs. AT&T AT&T's 6.6% yield is safe, but the stock is dropping. He prefers Verizon with a stronger stock price though 4.2% yield.
BUY
BUY
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.
Show full opinionHide full opinionHe 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.
DON'T BUY
DON'T BUY
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.
Show full opinionHide full opinionA 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.
TOP PICK
TOP PICK
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)
Show full opinionHide full opinionPays 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)
BUY
BUY
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.
Show full opinionHide full opinionSees 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.
DON'T BUY
DON'T BUY
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.
Show full opinionHide full opinionT-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.
SELL
SELL
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.
Show full opinionHide full opinionHe'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.
DON'T BUY
DON'T BUY
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.
Show full opinionHide full opinionDoesn'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.
HOLD
HOLD
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.
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.
BUY
BUY
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.
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.
