Verizon Communications

They report Wednesday. Will this stock ever move up? It's stuck and feels more like a bond, than stock. He expects nothing new. He prefers T-Mobil.

He prefers T-Mobile and is doing better than Verizon, but he's always recommended Verizon and continues to.

Stockchase Research Editor: Michael O'Reilly VZ is a defensive stock that pays you to hold it with a great dividend, backed by a payout ratio of only 56%. The company provides internet, cable and phone services -- all of which are deemed essential in today's world. It has already been launching 5G giving it an early advantage over competitors like AT&T. We would buy this with a stop-loss of $51, looking to achieve $67 -- upside of over 17%. Yield 4.37% (Analysts’ price target is $62.06)

Seeking dividends Caveat: You don't get the dividend tax credit as a Canadian investor. For good dividends in Canada: telcos, pipelines, utilities (i.e. Emera, Fortis) and the better investment trusts. He buys a bundle of such dividend payers, but these stocks are still below their February highs, as low as 25%.

VZ vs. T Dividend stocks are much more valuable in low interest rate environments. He'd go with Verizon. Do you want to just go for the very high dividend? This could be a red flag. Could be at risk, and wiped out with capital loss on the stock side.

She prefers to own a Canadian telco for dividends, especially as this does not qualify for the Canadian dividend tax credit. She owns BCE instead.

He prefers this to AT&T, because VZ's business model is better--rolling out 5G instead of being a streamer like Netflix and other fierce competitors. Verizon has the legs to expand strongly into 5G. They sold their wireline business three years ago, which was a smart move. They also pay a good dividend.

vs. BCE A good US income stock. Own this in a non-registered account to avoid the tax hit. Better to own BCE, because it won't be taxed in a sheltered account.

They used to own it, but they sold it for AT&T since Verizon did so well. He thinks VZ-N has more growth than AT&T. There will be growth from the Disney deal, though they probably won't have a monopoly. He doesn't see much more upside though.

VZ-N or T-N? VZ-N is a high-quality operator, especially in wireless. Their ROC is 5 times higher than the peer group. You can expect them to continue and are well positioned for 5G, which is beginning to roll out in the US already. This can take market share away from some of the cable companies. He still prefers AT&T (yield 5.4%) as they have more upside once they clear away their current operations inefficiencies. Yield 4.0%

U.S. telcos are still an oligopoly even with the Sprint merger. Still has attractive yield. They will probably participate in 5G which could incur high costs. Would probably buy AT&T instead for the content, higher yield, and diversification.