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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: HC Builder who wrote (21024)10/7/2025 8:55:51 AM
From: jritz03 Recommendations

Recommended By
HC Builder
QTI on SI
TeamTina

  Read Replies (3) | Respond to of 23076
 
RE: VZ

I commented on SA earlier this morning

"None for me and I have made my feelings known here a few times. Too capital intensive and needing to attract/keep customers with new phone promotions is not a business I want to invest in.

VZ is a poster child for me when it comes to why I prefer investing in QDPL"



To: HC Builder who wrote (21024)10/7/2025 8:57:05 AM
From: cemanuel2 Recommendations

Recommended By
HC Builder
Tam3262

  Read Replies (1) | Respond to of 23076
 
They were talking about this yesterday on Bloomberg. The essence of the discussion was it was a big surprise because the company wasn't having obvious problems and the financials looked pretty good.

I only have about a 1/4 position, planning to just hold for now. Could add a little as more info comes out if the price keeps dropping.



To: HC Builder who wrote (21024)10/7/2025 8:57:13 AM
From: Ditchdigger3 Recommendations

Recommended By
chowder
HC Builder
ToNinja

  Respond to of 23076
 
I think the CEO change is a good thing and don't see a dividend cut myself.
What has changed since their most recent report, except the CEO change.
I'll continue to hold for the predictable income.



To: HC Builder who wrote (21024)10/7/2025 11:41:38 AM
From: QTI on SI1 Recommendation

Recommended By
HC Builder

  Read Replies (2) | Respond to of 23076
 
RE. VZ - curious what everyone thinks about the sudden CEO change.


I didn't like the sudden change. Could be a sign of other issues brewing in the company that public is unaware of. I decided to go ahead and start trimming. I sold a few lots that had some gains, more than offsets the dividend loss for this quarter. I'll monitor and slowly trim further after the ex-date.

With the proceeds, I've started building a position in AMLP etf, and also adding more to UTF.