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
BUY
BUY
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.

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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.

BUY
BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

HOLD
HOLD
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

BUY
BUY
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.

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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.

BUY
BUY
November 22, 2012

5.3% YIELD. Fear of dividend taxes going up in the states caused a selloff in dividend stocks. AT&T has said it will roll out a new large Cap-X program and that is why it has sold off. He owns it for the dividend.

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A T & T US (T-N)
November 22, 2012

5.3% YIELD. Fear of dividend taxes going up in the states caused a selloff in dividend stocks. AT&T has said it will roll out a new large Cap-X program and that is why it has sold off. He owns it for the dividend.

COMMENT
COMMENT
November 7, 2012

Thinks there is a bit of a rotation out of defensive stocks. Telecom is weakening quite a bit in terms of relative strength versus the other sectors. Loves the 5.2% dividend, which is fairly safe. Not a strong earnings growing company. He would use a stop/loss at about 10% below the 200 day moving average.

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A T & T US (T-N)
November 7, 2012

Thinks there is a bit of a rotation out of defensive stocks. Telecom is weakening quite a bit in terms of relative strength versus the other sectors. Loves the 5.2% dividend, which is fairly safe. Not a strong earnings growing company. He would use a stop/loss at about 10% below the 200 day moving average.

BUY WEAKNESS
BUY WEAKNESS
October 15, 2012

Since 2009, this company has had a phenomenal run. It is up 40%. Telcos are effectively a proxy play on GDP. The only concern he has on this in the near term is really the pension liability. Feels that as the US starts to recover, we’ll see higher interest rates and this should move slowly back on side. Good dividend. On weakness, you might want to add some.

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A T & T US (T-N)
October 15, 2012

Since 2009, this company has had a phenomenal run. It is up 40%. Telcos are effectively a proxy play on GDP. The only concern he has on this in the near term is really the pension liability. Feels that as the US starts to recover, we’ll see higher interest rates and this should move slowly back on side. Good dividend. On weakness, you might want to add some.

COMMENT
COMMENT
October 10, 2012

Cable and wireless providers have been tremendous stocks to hold for at least the last 4 years. 4.8% dividend. The question arises, would you rather own AT&T at 4.8% dividend or would you rather buy a Canadian telco. The big advantage of owning a Canadian in a taxable account is that you get the dividend tax credit. Great industry.

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A T & T US (T-N)
October 10, 2012

Cable and wireless providers have been tremendous stocks to hold for at least the last 4 years. 4.8% dividend. The question arises, would you rather own AT&T at 4.8% dividend or would you rather buy a Canadian telco. The big advantage of owning a Canadian in a taxable account is that you get the dividend tax credit. Great industry.

PAST TOP PICK
PAST TOP PICK
September 13, 2012

(A Top Pick Oct 19/11. Up 36.23%.) Pays a 4.6% dividend. Expects the growth of the dividend to increase by about 3.5% over the next 3 years per year. Low beta risk.

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A T & T US (T-N)
September 13, 2012

(A Top Pick Oct 19/11. Up 36.23%.) Pays a 4.6% dividend. Expects the growth of the dividend to increase by about 3.5% over the next 3 years per year. Low beta risk.

SELL
SELL
August 22, 2012

This is very close to a Sell. Has done quite well recently and is trading 15X forward earnings. Pays a very fine dividend but it is getting a little rich. Last quarter was interesting because Apple (AAPL-Q) didn’t sell as many phones and this company did better. When the iPhone 5 comes out there is going to be a whole lot of subsidy going on. Would move onto something with a little better valuation.

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A T & T US (T-N)
August 22, 2012

This is very close to a Sell. Has done quite well recently and is trading 15X forward earnings. Pays a very fine dividend but it is getting a little rich. Last quarter was interesting because Apple (AAPL-Q) didn’t sell as many phones and this company did better. When the iPhone 5 comes out there is going to be a whole lot of subsidy going on. Would move onto something with a little better valuation.

BUY
BUY
August 17, 2012

What a beautiful up-trend. Starting to flatten out, typical pause within an up-trend. Good entry point.

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A T & T US (T-N)
August 17, 2012

What a beautiful up-trend. Starting to flatten out, typical pause within an up-trend. Good entry point.

PAST TOP PICK
PAST TOP PICK
August 1, 2012

(A Top Pick Aug 11/11. Up 40.34%.) Expects to see margin expansion continue in the wireless business. 5% dividend. Still likes.

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A T & T US (T-N)
August 1, 2012

(A Top Pick Aug 11/11. Up 40.34%.) Expects to see margin expansion continue in the wireless business. 5% dividend. Still likes.

COMMENT
COMMENT
July 25, 2012
High dividend paying, domestic so represents a defensive posture. Would prefer Verizon (VZ-N) which has less wire line exposure. They both pay a great dividend but he would be careful of the dividend payers. It's a crowded trade.
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A T & T US (T-N)
July 25, 2012
High dividend paying, domestic so represents a defensive posture. Would prefer Verizon (VZ-N) which has less wire line exposure. They both pay a great dividend but he would be careful of the dividend payers. It's a crowded trade.
DON'T BUY
DON'T BUY
June 12, 2012
(Market Call Minute.) Stay with the Canadian dividend paying telcos, which are better value.
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A T & T US (T-N)
June 12, 2012
(Market Call Minute.) Stay with the Canadian dividend paying telcos, which are better value.
BUY
BUY
June 7, 2012
Likes telecom stocks. This is part of the markets that are seeing inflows of capital. They have signaled that they are slowing down the incentives and this will be good for the stock.
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A T & T US (T-N)
June 7, 2012
Likes telecom stocks. This is part of the markets that are seeing inflows of capital. They have signaled that they are slowing down the incentives and this will be good for the stock.
BUY
BUY
June 1, 2012
Telecom sector is effectively a GDP grab. Good dividend, good run this year. It tends to give you a decent return over the long term. He would prefer BCE from a value perspective. As long as the balance shape is in good shape. American Telecom companies have pension issues that will have to be resolved by the federal administration after the election.
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A T & T US (T-N)
June 1, 2012
Telecom sector is effectively a GDP grab. Good dividend, good run this year. It tends to give you a decent return over the long term. He would prefer BCE from a value perspective. As long as the balance shape is in good shape. American Telecom companies have pension issues that will have to be resolved by the federal administration after the election.
COMMENT
COMMENT
May 25, 2012
Has had a fairly strong upward move and has broken out above the highs from a year ago. 5.2% dividend yield. Continues to make good inroads.
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A T & T US (T-N)
May 25, 2012
Has had a fairly strong upward move and has broken out above the highs from a year ago. 5.2% dividend yield. Continues to make good inroads.
TOP PICK
TOP PICK
April 16, 2012
Great dividend. Boring name. Had to whether this a bit and is stops are really close.
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A T & T US (T-N)
April 16, 2012
Great dividend. Boring name. Had to whether this a bit and is stops are really close.
WEAK BUY
WEAK BUY
March 16, 2012
The whole telecom sector is a really good sector to hold. T is the less expensive to hold. We are going to a risk on phase. Windstream is a better stock to buy. T is Steady/Eddie income generators and if you are risk averse, then this is a good security to buy.
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A T & T US (T-N)
March 16, 2012
The whole telecom sector is a really good sector to hold. T is the less expensive to hold. We are going to a risk on phase. Windstream is a better stock to buy. T is Steady/Eddie income generators and if you are risk averse, then this is a good security to buy.
DON'T BUY
DON'T BUY
February 22, 2012
(Market Call Minute.) Good dividend yield but not a lot of growth potential for the time being. Going to be a very competitive landscape.
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A T & T US (T-N)
February 22, 2012
(Market Call Minute.) Good dividend yield but not a lot of growth potential for the time being. Going to be a very competitive landscape.
DON'T BUY
DON'T BUY
February 15, 2012
A little bit of upside but not a lot. Good yield of 5.5-6%. Upside is limited by fact that they are struggling to make a footprint in the wireless business. Challenged because they have the traditional wire side. Verizon is also spending a lot of money. Would prefer a Canadian telecom.
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A T & T US (T-N)
February 15, 2012
A little bit of upside but not a lot. Good yield of 5.5-6%. Upside is limited by fact that they are struggling to make a footprint in the wireless business. Challenged because they have the traditional wire side. Verizon is also spending a lot of money. Would prefer a Canadian telecom.
COMMENT
COMMENT
January 30, 2012
This is a dividend aristocrat type company that has paid a dividend increasing for 15 years. 6% dividend and a good balance sheet. Currently it has problems with its pension and has to pay for its smart phones being added to its network. There won't be a lot of growth here.
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A T & T US (T-N)
January 30, 2012
This is a dividend aristocrat type company that has paid a dividend increasing for 15 years. 6% dividend and a good balance sheet. Currently it has problems with its pension and has to pay for its smart phones being added to its network. There won't be a lot of growth here.
BUY
BUY
January 26, 2012
This is a defensive name. Payout ratio is probably about in the 60% area so relatively secure from a dividend perspective. It will have tremendous growth but will pay you a very nice dividend. 6% at this point.
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A T & T US (T-N)
January 26, 2012
This is a defensive name. Payout ratio is probably about in the 60% area so relatively secure from a dividend perspective. It will have tremendous growth but will pay you a very nice dividend. 6% at this point.
COMMENT
COMMENT
January 9, 2012
(Market Call Minute.) Good dividend yield. Very competitive business. A lot of capital is needed to stay in business.
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A T & T US (T-N)
January 9, 2012
(Market Call Minute.) Good dividend yield. Very competitive business. A lot of capital is needed to stay in business.
BUY
BUY
January 5, 2012
(Market Call Minute.) One of those companies that will benefit from reduced capital expenditure this upcoming year. Strong dividend.
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A T & T US (T-N)
January 5, 2012
(Market Call Minute.) One of those companies that will benefit from reduced capital expenditure this upcoming year. Strong dividend.
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