Loading...Loading...Goldman Sachs analyst James Schneider, Ph. D., initiated coverage on the U.S. Telecom Services and infrastructure sector (14 companies) and is most constructive on wireless carriers and data centers.Schneider noted that the U.S. telecom industry is in a state of transformation. The U.S. telecom operators have refocused on their core business after emerging from a period as conglomerates marked by shareholder capital destruction.For the first time in a decade, the U.S. wireless operators ...

RiverNorthPhotography Written by Nick Ackerman. As an income-focused investor, I'm generally focused on dividend-paying stocks. I try to balance my approach with both dividend growers, but also those that carry higher yields. Those that carry higher yields are, in general, those that may not show strong dividend growth over time. Whereas, the low single-digit dividend yield payers, in general, I would anticipate seeing growth in their payout over time. When looking at 6-10%+ yielding investments, the id ...

The telecom giant's yield may be high, but investors shouldn't assume the dividend is at risk.A high-yielding stock can be a valuable asset in your portfolio because it can generate a lot of recurring income. Investors can often find great dividend stocks in the telecom sector, where companies typically have a lot of recurring and consistent revenue themselves since demand for what they offer is generally stable.AT&T (T 0.14%) is an excellent example of that. The company is a leader in the telecom industry, ...

Find out whether AT&T's dividend-powered returns can really compete with the broader market in the long run.Investing in AT&T (T 2.15%) over the past two decades has delivered mixed results for long-term investors. Let's break down what a $10,000 investment in AT&T would look like today, starting in June 2004.20-year resultsAT&T's stock price has not shown significant appreciation over the past 20 years. Your hypothetical $10,000 investment would be worth $9,752 today. That's a negative return, leaving you ...

AT&T is joining the ranks of wireless carriers jacking up the prices of its older plans. The carrier has begun informing users, including with a support page on its website, that starting with their August bill it plans to raise rates by $10 per month for those with just a single line of service or $20 per month if you have multiple lines. According to the support page, the carrier says that the price increase will "affect most of our older unlimited plans" including: AT&T Unlimited & More PremiumAT&T Unlim ...

AI-powered platform enables 24/7 monitoring and analysis, provides stronger detection and faster responseDALLAS, June 18, 2024 /PRNewswire/ -- Trend Micro Incorporated (TYO: 4704; TSE: 4704), a global cybersecurity leader, today announced its strong performance in threat detection and high actionability rating in the latest MITRE Engenuity ATT&CK® Evaluations report for managed services.Kevin Simzer, COO at Trend: "Not all services are created equal. MITRE set us up against multiple attack scenarios in the ...

The telecom giant is a top dividend stock.For many AT&T investors (T -0.17%), the dividend yield is the primary reason they own the stock.While they like the yield, the long-term shareholders would probably rather forget about AT&T stock's price performance. It trades down more than 40% from where it was a decade ago.But there is a small amount of hope still as more recently AT&T stock has shown signs of life. Shares bounced off their 2023 lows on sure signs that management has committed itself to avoiding ...

The term “value trap” refers to a stock that has a low valuation in terms of classic fundamental metrics such as the price-to-earnings (p/e) ratio, pays a high dividend, yet is a poor investment that underperforms the market and is “dead money.” To understand value traps, investors should consider the old saying, “You get what you pay for.” Though my mother always taught me to be frugal as a kid, she also emphasized that I should not be cheap. For example, if you buy nice clothing made from better material, ...

jetcityimage I am updating my ongoing analysis on AT&T, Inc. (NYSE:T). I previously rated AT&T a buy for the following reasons: DCF analysis yielded a price target of $24, 40% upside from pricing at the time Sensitivity analysis on the DCF suggested a wide margin of safety The business had significant room to grow via strong fundamentals The dividend was solid and likely to grow Since then, AT&T has returned more than 7%, largely in line with the S&P 500. T Price Trend (Seeking Alpha) Looking through ...

Core Insights - AT&T is making significant progress on its long-term growth strategy and is on track to meet its financial guidance [2][5] - The company is experiencing strong customer demand for its 5G and fiber connectivity services [2][4] - AT&T is one of the largest investors in telecommunications infrastructure in the U.S., with expected capital investments in 2024 ranging from $21 to $22 billion [2][6] Financial Performance - AT&T remains confident in achieving its financial guidance shared during the April 2024 earnings report [5] - The company aims for over $2 billion in run-rate cost savings by mid-2026 [5] - AT&T is on track to reach a net-debt to adjusted EBITDA ratio of approximately 2.5x in the first half of 2025 [5] Customer Demand and Market Position - The company is focused on building durable relationships with high-quality 5G and fiber customers [4] - AT&T's Mobility business is performing well, although a lower year-over-year postpaid upgrade rate is expected in the second quarter [4] - Fiber penetration rates are exceeding initial business case assumptions, with ongoing expansion of its connectivity portfolio [4][6] Investment Strategy - Over the past five years, AT&T has invested over $145 billion in its wireless and wireline networks [6] - The company is pursuing various models to expand fiber connectivity, aiming to pass over 30 million consumer and business locations by the end of 2025 [6][7] - AT&T is also advancing its wireless network through the transition to Open Radio Access Networks (Open RAN) [7] Innovations and Partnerships - AT&T is enhancing its network capabilities through partnerships, such as the collaboration with AST SpaceMobile for space-based broadband connectivity [7] - The company is committed to investing in traditionally underpenetrated segments, including public safety through the FirstNet platform [7]