NYSE:T
28.93
0.10
(0.35%)
AT&T Inc. is an American multinational telecommunications holding company headquartered at Whitacre Tower in Downtown Dallas, Texas.
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T-N
Analysis and Opinions about T-N
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Opinion
Expert
TOP PICK
TOP PICK
June 21, 2019
They bought Time-Warner in a huge deal, so the big knock against them is taking on debt to do that. Also, can they blend TW successfully? Another knock is not growing their wireless subscribers; it's been slow and uneven. That said, ATT still generates a lot of free cash flow. Their priority is to pay down that debt, which will bring economic value to shareholders. It's simple math. Expect a 10% return + huge dividend of 6%. (Analysts’ price target is $34.28)
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They bought Time-Warner in a huge deal, so the big knock against them is taking on debt to do that. Also, can they blend TW successfully? Another knock is not growing their wireless subscribers; it's been slow and uneven. That said, ATT still generates a lot of free cash flow. Their priority is to pay down that debt, which will bring economic value to shareholders. It's simple math. Expect a 10% return + huge dividend of 6%. (Analysts’ price target is $34.28)
DON'T BUY
DON'T BUY
June 17, 2019
He owns Verizon instead where he'd rather be when 5G falls into place. Verizon is focussed on 5G. AT&T is not ready because they are distracted by merger talks. Switch to Verizon if you hold AT&T.
Show full opinionHide full opinionHe owns Verizon instead where he'd rather be when 5G falls into place. Verizon is focussed on 5G. AT&T is not ready because they are distracted by merger talks. Switch to Verizon if you hold AT&T.
COMMENT
COMMENT
May 30, 2019
They own direct TV and just bought Time Warner. They are now in the content business. It has a fine dividend yield. It is watered down in terms of what it gives you as an investor.
Show full opinionHide full opinionThey own direct TV and just bought Time Warner. They are now in the content business. It has a fine dividend yield. It is watered down in terms of what it gives you as an investor.
TOP PICK
TOP PICK
May 23, 2019
They are under the same threat as the others but they can pick content. They made an acquisition for content. 6% yield. (Analysts’ price target is $34.31)
Show full opinionHide full opinionThey are under the same threat as the others but they can pick content. They made an acquisition for content. 6% yield. (Analysts’ price target is $34.31)
BUY
BUY
May 15, 2019
Likes the chart for establishing a series of higher lows. He expects it to test $33.
Show full opinionHide full opinionLikes the chart for establishing a series of higher lows. He expects it to test $33.
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.
Show full opinionHide full opinionHe 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.
