A T & T US

T-N

Analysis and Opinions about T-N

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Opinion
Expert
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.

COMMENT
COMMENT
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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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.)

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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.)

COMMENT
COMMENT
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.

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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.

HOLD
HOLD
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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$.

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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$.

COMMENT
COMMENT
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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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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%.

BUY
BUY
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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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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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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).

COMMENT
COMMENT
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

BUY
BUY
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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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.

COMMENT
COMMENT
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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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.

DON'T BUY
DON'T BUY
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.

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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.

SELL
SELL
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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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.

COMMENT
COMMENT
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.

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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.

HOLD
HOLD
April 9, 2014

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

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A T & T US (T-N)
April 9, 2014

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

COMMENT
COMMENT
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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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.

DON'T BUY
DON'T BUY
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.

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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.

HOLD
HOLD
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.

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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.

COMMENT
COMMENT
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.

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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.

DON'T BUY
DON'T BUY
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.)

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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.)

COMMENT
COMMENT
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.

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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.

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