A T & T US

T-N

NYSE:T

38.55
0.06 (0.16%)
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
COMMENT
COMMENT
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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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.

COMMENT
COMMENT
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.

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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.

BUY
BUY
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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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%.

DON'T BUY
DON'T BUY
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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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.

DON'T BUY
DON'T BUY
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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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.

COMMENT
COMMENT
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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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.

WAIT
WAIT
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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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.

WATCH
WATCH
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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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.

BUY
BUY
September 13, 2016

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

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A T & T US (T-N)
September 13, 2016

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

COMMENT
COMMENT
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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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.

BUY
BUY
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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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.

HOLD
HOLD
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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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.

SELL
SELL
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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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.

COMMENT
COMMENT
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.

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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.

Stan Wong

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Price
$41.880
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COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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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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.

COMMENT
COMMENT
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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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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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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.

HOLD
HOLD
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 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.

DON'T BUY
DON'T BUY
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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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.

DON'T BUY
DON'T BUY
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 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.

BUY
BUY
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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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.

COMMENT
COMMENT
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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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.

HOLD
HOLD
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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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%.

COMMENT
COMMENT
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.

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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.

SELL
SELL
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.

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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.

BUY
BUY
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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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.

DON'T BUY
DON'T BUY
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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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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