Furthermore, telecommunications is considered a defensive stock, as the demand remains steady in times of economic stress and subscription plans give a stable source of revenue.<\/p>\n
📱 Telecommunications<\/strong><\/p>\n BCE Inc. (BCE-T)<\/a> Opinion about BCE-T: (A Top Pick Nov 12\/24, Down 6%) Still sees it as a pretty asset-rich company. Dividend's been reset. Stock has attracted a few upgrades. Bounce from $29 to $34 is already pretty significant. Happy to buy down here where nobody wants it. It's one of those durable companies, need for telecommunications is…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Telus Corp (T-T)<\/a> Opinion about T-T: His firm buys market leaders in sectors that are being positively revalued. Multiple in this sector has been contracting for a long time. Big question is where does revenue come from? Very hard to turn around a stock in a weak sector that's underperforming.\u00a0If you can't rally in a bull market, what…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Shaw Communication (B) (SJR.B-T)<\/a> Opinion about SJR.B-T: It comes down to the Rogers deal, which the street thinks will happen, but this is the fourth deadline extension. The deal has been priced into shares, so there isn't much upside. Better to buy Rogers or Telus than Shaw.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Rogers Communications (B) (RCI.B-T)<\/a> Opinion about RCI.B-T: Whole sector struggles on its growth outlook. He chose this one because, at 10x PE, it has the lowest valuation of the peer group. Massive hidden value with sports assets. Pretty robust dividend.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Quebecor Inc (B) (QBR.B-T)<\/a> Opinion about QBR.B-T: (A Top Pick Jan 23\/24, Up 3%) Benefiting from the Freedom Mobile purchase. Able to expand in Ontario and Western Canada without deploying too much capex. Very high ROE and free cashflow, allowing them to lower debt and obtain investment-grade rating on bonds. Aggressively buying back shares. Best-performing telecom stock this year.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Telefonica S.A. (TEF-N)<\/a> Opinion about TEF-N: It's a telecom, which is the worst industry to ever invest in. Telecoms are being swept into the new communication industry which will also include media, cable and internet search. The telecom industry will cease to exist. He's not intersted in telecoms at all. It's crazy. He once paid for long-distance calls;…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t AT&T (T-N)<\/a> Opinion about T-N: Long-term outlook is hard to say. Stock's doing well by putting 2 satellite companies together, thereby creating value. He owns a bit. Big run in a short time.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t AMERICA MOVIL, S.A.B. DE C.V. (AMX-N)<\/a> Opinion about AMX-N: (A Top Pick June 5\/07. Down 8%.) Largest cellular company in Mexico. Their capacity utilization of the network is superior to many other global ones. Very Bullish on this stock.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Vodafone Group PLC (VOD-Q)<\/a> Opinion about VOD-Q: Acts like a utility and pays a reasonable yield. But don't get too excited. The age of telcos with lots of growth are past.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Verizon Communications (VZ-N)<\/a> Opinion about VZ-N: Has long owned this like a bond, for its steady, dependable dividend. Her compound annualized return is 7%. Has long owned it. Expects a boring report next week, no fireworks.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t T-Mobile US (TMUS-Q)<\/a> Opinion about TMUS-Q: (A Top Pick Mar 24\/25, Down 10%) (Note the short timeframe.)\u00a0 In March at the time of this pick, market was tanking and so defensive stocks were at the top of the rankings. Trump delayed tariffs, and the market hasn't looked back since. That's when he sold. Rotation out of defensive and…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Sprint Nextel (S-N)<\/a> Opinion about S-N: (A Top Pick Jul 24\/24, Down 25%) He did make $$, but it was a short hold. Bought on the CRWD fiasco, then took profit and put $$ back into CRWD after it had a couple of good quarters. Decent runway to analysts' price target. (Analysts\u2019 price target is $23.00)<\/p>\n\t\t<\/a>\n\t<\/div>\n\t
\nThe holding company for Bell Canada group. They\u2019re almost done their fibre to home that will give them more market share. BCE is the dominant player in this space and they pay a 5.5% dividends. They are well managed and are considered a good defensive stock that will weather a recession.<\/p>\n![\"BCE](\"https:\/\/data.wealthica.com\/api\/securities\/BCE-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nOne of the three big Canadian telecom company. They beat subscriber growth and reduced churn in Q4. They\u2019ve increased dividends by 7% and is projected to increase. They have invested in data and are increasing their free cash flow.<\/p>\n![\"Telus](\"https:\/\/data.wealthica.com\/api\/securities\/T-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA Canadian telecommunications company that has extensive fibre optic network that provides telephone, internet, tv, and mobile services. They are expected to get get a good market share of 5G. They pay a 4% monthly yield.<\/p>\n![\"Shaw](\"https:\/\/data.wealthica.com\/api\/securities\/SJR.B-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA telecom leader that also owns media. They pay a good dividends that is expected to be increased. I has organic growth and some say the media assets are undervalued. They have the largest wireless network in Canada and is considered a defensive growth name.<\/p>\n![\"Rogers](\"https:\/\/data.wealthica.com\/api\/securities\/RCI.B-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA Quebec based communications company that has seen earning growth of over 20%. The growth has been exponential and the company is managed well. Their main area served is limited to Quebec, and are investing in their network.<\/p>\n![\"Quebecor](\"https:\/\/data.wealthica.com\/api\/securities\/QBR.B-T\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nAn international telecommunications company based in Spain. Revenues rose in 2018, and they are expecting a 2% organic in revenue. They sold their mobile communications assets in some central American countries back in February.<\/p>\n![\"Telefonica](\"https:\/\/data.wealthica.com\/api\/securities\/TEF-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nOne fo the oldest telecommunications company. They have consistently raised dividends for the past 30 years and own 1\/3 of the wireless market share in the U.S. They are considered lower risk than their European counterpart.<\/p>\n![\"AT&T](\"https:\/\/data.wealthica.com\/api\/securities\/T-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA Mexican telecommunications corporation that is the fourth largest mobile network operator. Their share price jumped following their acquisition of Nextel\u2019s Brazil operation giving them a strong position in Latin America.<\/p>\n![\"AMERICA](\"https:\/\/data.wealthica.com\/api\/securities\/AMX-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThe United Kingdom\u2019s largest telecom company that offers voice, broadband and data services. Most of their business is in Europe. Due to them being a UK-based company, Brexit talks have negatively affected this stock. They are facing big capital expenditures with 5G but their dividends are considered safe.<\/p>\n![\"Vodafone](\"https:\/\/data.wealthica.com\/api\/securities\/VOD-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey are the largest telecommunications company in the U.S. and operates internationally. They pay an attractive dividends of 4.2% and their balance sheet looks good. 5G infrastructure will make it a good long term story.<\/p>\n![\"Verizon](\"https:\/\/data.wealthica.com\/api\/securities\/VZ-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nThey recently launched their home internet pilot in the US for rural and underserved markets.. They are seeking a merger with Sprint on the grounds that wireless telecommunications and cable are coming together. If this goes through, it could see major upsides.<\/p>\n![\"T-Mobile](\"https:\/\/data.wealthica.com\/api\/securities\/TMUS-Q\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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\nA U.S. telecommunications holding company. They just announced a merger with T-Mobile, and its consolidation is seen positively by experts. Sprint does not pay a dividend.<\/p>\n![\"SentinelOne](\"https:\/\/data.wealthica.com\/api\/securities\/S-N\/logo?default=https:\/\/stockchase.com\/assets\/no_logo.png\"){kind=logo}
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