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Strategies & Market Trends : Dividend investing for retirement
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To: John Koligman who wrote (31144)4/26/2019 9:30:35 PM
From: Spekulatius  Read Replies (1) of 34328
 
Re ATT - my big concern is that ATT messes up all acquisitions. They have a storied history of destroying value with acquisitions ( TCI - ask Malone, Direct TV etc and now possibly TWC). The media landscape is rapidly shifting and there will be huge winners and losers. I don’t think that ATT’s management is nimble enough to be a likely winner. I invested in CMCSA about a year ago and it’s my second largest position and even at current values, I think it will perform better than ATT, as they are a far superior operator.
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