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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (60775)5/6/2018 7:08:44 AM
From: Spekulatius1 Recommendation

Recommended By
Jurgis Bekepuris

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Re T
T is in a good sector as wireless leader in the deployment of 5G. Company is huge and hard to maintain growth (Mexico is probably their best growth region). I look at their 10.3 PE as quite attractive w/ the 6.15% dividend.
I am not sure that ATT is a leader in 5G. 5G needs a very high tower/node density to work, which means that local phone or phone or cable companies may have an edge. 5G will take a good while to de play anyways.

What I really don’t like about ATT is that they misallocated capital by acquiring Direct TV, which is an inferior video delivery company. Video delivery has challenging economics and is threatened by cord cutting. The future seems to be all about broadband and it is very likely that cable and satellite video will be replaced by streaming services.
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