A T & T US

T-N

Analysis and Opinions about T-N

Signal
Opinion
Expert
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.

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.

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