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Strategies & Market Trends : Value Investing
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John Koligman
To: Keith J who wrote (61559)12/27/2018 2:38:31 PM
From: Graham Osborn2 Recommendations   of 78915
 
I'm with you. If you use tangible book as a crude measure (which I often do), T has destroyed more shareholder value since 2006 than GE has - to the tune of 150B. I think there is a reason investors are demanding 7%+. AT&T has huge fixed costs in a space where moats are eroding rapidly. If you want precedent, look to the railroad collapse of 1893 that took down the Union Pacific. To my mind T offers "return-free risk."
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