You can have all the data centers, dark fiber, all the latest technology you want to hear but, if there are no new customers buying these products and services, there is no increase in revenue and no growth ! Win is heavily leveraged in debt ( 10 billion ) and also paying out almost 600 million in dividends ! Do you really believe this will continue for long ?
Just saying, the shrinking consumer base maybe over rated. Fact - WIN's service area is primarily rural; Fact - rural areas contain approx 20% of the US population; Fact - post 2000 data shows rural areas are experiencing population growth, and (just my observation) a lot of older people tend to live in rural areas. This all speaks to me of a general stability for WIN. I see slow steady growth in rural areas, especially with the aging of America. I've also been around long enough to see dozens of fast, big growth firms crash and burn. Growth by itself is best suited for disaster.
That's been my thinking all along MRM. I live in the rural area that you mentioned and I see a steady migration out of the cities. There are various reasons for this that I won't go into. I have a Win landline. Win has been steadily building out these areas with the help of some big time grants. This is one of the niches that will pay off in the long run. Brock
As stock indexes slump, investors again look to dividend payers in the search for yield. (Win) which topped the S&P 500 gainers with a 2.1% rise also has the top dividend yield of 11.4%. The stock is up more than 9% for the year. Brock