T was the most shorted stock in the DOW. It will take days/weeks to unwind. Would not want to be short, especially when the Direct TV merger gets approved next week.
The 2 little players will never win the war of attrition. T was able to respond quickly & still generate enormous cash flows. Plus, T bought valuable spectrum that will leave the other 3 in the dust in terms of network performance going forward.
T winning the war of attrition & the dividend is no longer in doubt. With today's news, looks like the merger will happen. The financial engineering from the merger alone will make T's numbers look good for the next 3 years. Bought another 10K shares this morning. Glad I did.
Not really. The stock has run way ahead of itself with respect to valuation. Good product, lousy valuation. I'd wait for a correction before putting new money in. Plus, the overall market seems very toppy & the "sell in may" mantra might actually be correct this year. We haven't had a correction in while.
Same pattern every year. T always has a strong second half with regards to stock performance. Now is a great time to buy low.
DTV will be great for the share price short-term. lots of easy buttons to push to make cash flow & EPS numbers look good. Between DTV & the Spectrum purchase, T will have even more scale to put T-Mobile & Sprint in dire straights.
I agree. I think we'll finally see that long-awaited short squeeze. With the merger, there will be a lot of easy buttons to push to make the numbers look good for the next few years anyway.
Paul O. and now Brian K. still dont know how to close crucial deals. We shareholders pay them $millions in salary, and their are no deals or massive employee cuts that are shareholder friendly. The Altera deal made perfect sense for Intel. Intel is nowhere near competing effectively in mobile, IoT markets.
This stock is being held hostage by an absurd high number of short sellers. A successful DTV deal (cash accreditive) will make the shorts cover.
If you plan to own T or VZ for the next 2 years, this is a no-brainer. Stock would have to trade in the 20's for you to lose $$. Essentially, T behaves like a bond. Stock will eventually get to $40 as the voice & data explosion will just continue & T is well-positioned as a consumer-facing content/infrastructure play. I dont think Sprint/TMobile can survive on their own.
A steal at current prices. T would have to trade back in the 20s for any medium term holding to be bad.
Stephenson should have left after the T-Mobile disaster. Too late now. Getting fired now would be a worrisome signal to the markets.