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AT&T (T) "checked all the boxes" says James E. Demmert. He joins Diane King Hall at the NYSE set to dive into the telecom stock's latest earnings report that showed postpaid phone net adds over 324k. He says investors should focus on the company's outperformance relative to the S&P 500 (SPX). He believes it could ride the wave of A.I. technology adoption and thinks it is a long-term hold. For T-Mobile (TMUS) and Verizon (VZ), he likes the overall group saying it could even be a "tariff-proof" part of the economy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
AT&T (T) saw slight traction higher after posting its earnings beat. However, David Trainer believes most of the good news is already priced into the stock. He's more favorable on Verizon (VZ). However, Matt Maley points to AT&T's dividend as a strong defense play. He notes the company, alongside Verizon and T-Mobile (TMUS), are key stocks to watch amid tariff volatility.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Jeff Kagan says the earnings report from Verizon (VZ) was pretty typical for the leader in the telecom wireless space. He points to a weaker economy, weaker consumers weighing on the company's subscriber losses. He urges investors to have a longer-term perspective on the industry as it has evolved from 3G to the inevitable 6G wireless networking broadband. Jeff believes Verizon along with T-Mobile (TMUS) and AT&T (T) are giants in their space and "aren't going anywhere."======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Jenny Horne turns to the morning earnings starting with Verizon (VZ), which saw an increase in wireless revenue but reported higher postpaid phone subscriber losses. Verizon also voiced concerns on tariff uncertainty. In the defense space, Jenny points to a sell-off in Northrop Grumman (NOC) after its earnings and revenue miss. It's a stark comparison to Lockheed Martin's (LMT) post-earnings rally. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Dan Deming looks at three companies he believes will withstand the tariff storm. One stock managed to climb higher despite the market sell-off. Dan discusses what he sees in IBM Corp. (IBM), Verizon (VZ) and Visa (V). Rick Ducat returns to analyze the technical trends he sees in the charts.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Jessica Inskip goes from A to Z on today's Big 3. She notes Apple's (AAPL) delayed A.I. rollout as a potential options play, Amazon's (AMZN) cloud and ecommerce powerhouse as bullish and Verizon (VZ) as a hedge against tariffs. Charles Schwab's Ben Watson turns to technicals in the charts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Should private equity be allowed in your 401(k)? 70 million Americans have roughly $12 trillion in retirement accounts and the high fee private equity firms want a piece of that. Private equity comes with higher risk than traditional stocks and bonds that are found in retirement accounts. The big difference with private equity is they are generally illiquid investments in companies that are too small or risky to issue publicly traded shares. The businesses they invest in don't issue quarterly reports on earnings and the valuations can at best be called questionable. It should be noted that private funds can tie up investors' money for years and may give you some type of loose valuation of what your investment is worth. The fees that these funds charge is around 2 1/2%, which is well above the average fund of a half percent or so in current 401(k)s. Private equity tries to claim their investments far outperform the stock and bond markets, but a study from Boston College in 2024 found that long-term returns for pension funds, which allow alternatives, generated about the same investment return as a 60/40 split of stocks and bonds. Wall Street and the owners of these private equity funds just want to generate more fees even if it means putting your 401(k) in danger with high-risk investments with little to no liquidity. I'm in hopes that private equity's pursuit of trying to get their hands on your retirement accounts hits a brick wall and the regulators protect your retirement plan. A bitcoin strategic reserve is a terrible idea Last week there was an executive order signed to create a strategic bitcoin reserve for the United States. Crypto enthusiasts were pleased by the action, but disappointed that the order did not specify a buying schedule or clear strategy to buy more bitcoin. In the current fashion, the reserve will include coins that are already owned by the government that it seized from past law enforcement actions. The US currently owns more than 198,000 bitcoins that are worth about $17 billion. Given our large debt and the current deficit, I think it is just silly to borrow money and buy a volatile asset like bitcoin. The government is not here to make investment profits with our taxpayer dollars, if that were the case why wouldn't they also buy individual stocks? Something like the Strategic Petroleum Reserve makes sense as that commodity plays such an important part in our day to day lives. Bitcoin has no impact on our day to day lives and I just can't see what the strategic benefit would be outside of shooting for investment gains. We should be focused on paying down debt and reducing deficits rather than trying to generate investment returns with taxpayer money. I think even the action of keeping seized bitcoin is a mistake as that could be used to reduce debt. As for the price of bitcoin, I believe it could keep falling. There seems to have been a lot of catalysts that took place last year including the launch of ETFs and a more crypto friendly administration taking office. I don't see many new catalysts in the near future, which could lead to steeper declines. For me, I don't want my own dollars or my tax dollars in bitcoin or any other cryptocurrency for that matter. Inflation report puts stagflation risks at ease The headline Consumer Price Index (CPI) for February came in at 2.8%, which was below the estimate of 2.9% and less than January's reading of 3%. Core CPI, which excludes food and energy came in at 3.1%, which was also below the estimate of 3.2%. This reading was less than January's reading of 3.3% and it marked the lowest increase since April of 2021 when we saw inflation rise 3%. That was really the beginning of the inflation problems as the March 2021 core CPI rate was 1.6%. I've said it before, but with inflation at these levels I really don't see it as a problem. There are some areas like eggs that increased 59% compared to last year, but outside of that most categories are quite tame. Shelter also continues to lift the inflation numbers as the index rose 4.2% in the month of February. This was the smallest increase for the shelter index since December 2021, but it still remains above both the headline and core numbers, which means it is putting upwards pressure on those reports. This report would have shown limited impact from the recent tariffs, so it will be interesting to see in the coming months what the numbers look like as the tariffs work their way through supply chains. I still believe inflation will not be a problem in 2025 and that the Fed will be able to cut rates a few times this year. Another win on the inflation front The February Producer Price Index (PPI) showed no change in the pricing level when compared to January. For the 12-month period it rose 3.2%, which was much better than last month's reading of 3.7%. Core PPI, which excludes food and energy actually fell 0.1% from January and the annual increase of 3.4% was down from last month's reading of 3.8%. This report helps us breathe a sigh of relief as December and January produced hotter readings. As we've been saying, inflation will not go down in a straight line and month to month the readings will be bumpy, but the general trend should be lower. As we said with CPI, it will be interesting to see how the tariffs impact these inflation reports in the coming months. One thing that does not get much coverage is that we had tariffs back in 2018 and inflation did not see a major spike. Hopefully that will be the case again and we can move on from this battle against inflation that has lasted a few years now. Who Benefits from Repealing the “SALT” limit? One of the more controversial changes in the Tax Cuts and Jobs Act of 2017 was the $10,000 limit placed on the State and Local Tax (SALT) itemized deduction. Prior to 2018, those who itemized could deduct the full amount of state income taxes and property taxes on their federal tax returns. Under current law through the end of this year, only the first cumulative $10,000 of these taxes is deductible. This obviously hurts high earners in states like California. Someone making half a million dollars per year and paying $40,000 in California income taxes only receives a deduction on the first $10,000 and receives no additional deduction for any property taxes they pay. While there isn't as much public sympathy for high-income earners paying more tax, this limit also impacted California homeowners, especially first-time homebuyers. When buying a home in California, property taxes are about 1.2% of the purchase price of that home. Thanks to Prop 13, property taxes increase minimally after purchase and generally much less than the property value increases. This means the longer you own a home, the lower your property taxes are relative to the fair market value of the property. This also means that property taxes are most expensive when first buying a home. In California, home values are high, mortgage rates are high, insurance costs are high, utilities are high, and because of the high value of homes, property taxes are also high. Virtually everything about homeownership in California is expensive, so it's no wonder people are struggling to afford a house. This phenomenon has gotten worse in recent years, but it's not new. Regarding the SALT deduction, it is common for homeowners to have state income taxes and property taxes that exceed the $10,000 limit even if they're not really “high-earners” because of the income needed to simply afford a home and its corresponding property taxes. A young family could easily be looking at $20,000 to $25,000 just in state and local taxes, most of which would not be deductible due to the SALT limit. While the SALT deduction is mainly thought of as a high-earner issue, a lot of normal people in California would benefit from its repeal, especially if federal tax rates do not increase back to their pre-2018 levels. Companies Discussed: DoorDash, Inc (DASH), Rocket Companies, Inc. (RKT) & Verizon Communications Inc. (VZ)
Jeff Kegan and Frances Newton Stacy examine Verizon (VZ) and AT&T (T) earnings. Frances gives the stock levels she's watching for both. Jeff says the wireless is industry is “strong” and “needed”, and is “very pleased” with Verizon & AT&T's performances recently after a difficult decade for growth. Frances thinks liquidity will be a sensitive issue for the wireless sector this year. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Matt Maley walks through American Express (AXP) earnings. He says its P/E ratio is elevated right now but likes the stock on a long-term basis. He thinks interested parties should wait for a pullback instead of “chasing” shares. He also looks at Verizon (VZ) earnings, saying the one big thing is “what happens with smartphones” with A.I. adoption. Streaming is another area he's focusing on. He calls VZ's dividend “unbelievable”. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Caterpillar (CAT) has given back all of its post-election rally, and Kenny Polcari says the stock could hover around current levels before retesting $412 in the new year. Kenny's also looking at potential upside for Novo Nordisk (NVO) after selling off last week. Rick Ducat provides the technical picture on these 2 stocks as well as Verizon (VZ) which reports 4Q earnings on Jan. 24. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
En este episodio, exploramos las grandes noticias que están sacudiendo los mercados. Tesla $TSLA sorprende a Wall Street con márgenes superiores a lo esperado, alcanzando un margen bruto del 17.1% y un margen operativo del 10.8%. Además, Elon Musk revela planes ambiciosos para modelos más asequibles y avances en conducción autónoma, proyectando un crecimiento significativo para 2025. Sin embargo, algunos analistas se muestran escépticos sobre si la compañía podrá mantener su impresionante crecimiento de EPS. Por otro lado, Boeing $BA enfrenta una tormenta financiera, reportando pérdidas masivas de $6.2B en el tercer trimestre de 2024. Con huelgas laborales en curso y problemas de flujo de caja hasta 2025, la situación para el gigante de la aviación es crítica. También analizamos la reciente victoria legal de Intel $INTC, que ha logrado anular una multa de $1.2B impuesta por la Unión Europea en un caso antimonopolio, y los planes de Ares Management $ARES para evaluar la venta de Frontier Communications $FYBR a Verizon $VZ, en medio de una disputa entre los accionistas sobre el valor real de la compañía.
360 Round: Verizon (VZ). Sandra Cho thinks the company looks good long-term, though it is turbulent after earnings, calling its journey ahead a “marathon.” Jeff Kagan chimes in that the industry is in a slower growth period and is looking for the next “Holy Grail.” He says they are focusing on wireless after missteps into entertainment. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
U.S. Cellular (USM) shares popped to 16-year highs after a agreeing to a deal to sell spectrum licenses to Verizon (VZ). George Tsilis dives into the cellular phone space and how this deal is tied to T-Mobile (TMUS) too. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In episode 385, Jared discusses recent political developments, their impact on markets, and whether the Trump trade is still in play. He also follows up from last week's episode on the potential for a rotation into small caps… plus, company-specific headlines surrounding Verizon (VZ) and Delta (DAL), uncertainty and volatility in the market, and why his Strategic Portfolio makes sense as a “safe money” investing solution.
Noticias Económicas y Financieras Vladimir Putin aterrizó en Beijing para una visita de Estado de dos días, donde fue recibido por el líder chino Xi Jinping con una alfombra roja y una banda militar completa. El viaje se basará en su compromiso con la relación "sin límites" que firmaron en los Juegos Olímpicos de Invierno de 2022, justo antes de la invasión a gran escala de Ucrania. A medida que Rusia se va aislando de Occidente en el escenario mundial, ha tratado de impulsar el comercio en Oriente y otros lugares, ayudando a apuntalar su economía frente a las sanciones. ¿Creía que la Reserva Federal solo dependía de los datos? Adivina otra vez. Los operadores centrados en los datos celebraron con estilo después de que el índice de precios al consumidor de abril aumentara un 0.3% respecto a marzo, disminuyendo el ritmo del +0.4% observado en los tres meses anteriores. La cifra, que significó que la inflación todavía está muy por encima del nivel del 3% sobre una base anualizada, ayudó a impulsar los índices de Wall Street a nuevos máximos históricos, con el S&P 500 $SP500 cruzando los 5.300 por primera vez en la historia. Mientras tanto, las ventas minoristas se mantuvieron estables, mientras que la actividad empresarial regional se enfrió aún más, lo que sugiere que la Reserva Federal podría flexibilizar la política monetaria antes de lo esperado. Es la temporada 13F, en la que los fondos de cobertura con al menos $100M en activos bajo gestión revelan sus tenencias. La avalancha de presentaciones arroja luz sobre lo que compraron y vendieron durante el trimestre, pero los administradores de inversiones también pueden hacer solicitudes especiales a los reguladores para mantener algunas de sus participaciones confidenciales. Berkshire Hathaway $BRK.B, centrada en seguros, acaba de revelar una de esas posiciones, revelando una participación anterior de $6.7B en Chubb $CB, y los participantes del mercado hicieron subir las acciones un 8% AH el miércoles mientras algunos buscaban copiar las selecciones exitosas de Warren Buffett. Otros aspectos destacados del 13F incluyen presentaciones de Pershing Square de Bill Ackman, Scion de Michael Burry y Appaloosa de David Tepper. AT&T $T se está asociando con ASTS SpaceMobile $ASTS para llevar conectividad a Internet satelital a teléfonos celulares. La noticia hizo que $ASTS subiera un 36% en las operaciones previas a la comercialización esta mañana, y el acuerdo de red de banda ancha espacial durará hasta 2030. Otros operadores de telecomunicaciones también se han aventurado en el mercado. T-Mobile tiene un acuerdo similar con SpaceX $SPACE, mientras que Verizon $VZ se asoció anteriormente con el Proyecto Kuiper de Amazon $AMZN para soluciones de conectividad. Apple $AAPL también ofrece servicios de emergencia de satélite a teléfono móvil en sus iPhones desde 2022. $FSLR First Solar aparece tras una investigación comercial sobre las importaciones solares asiáticas. Las emisiones de Microsoft $MSFT aumentan en medio de la creciente demanda de IA. $DIS Disney señala recortes de gastos en marketing y televisión tradicional.
Noticias Económicas y Financieras $PARA En un día trascendental para Paramount Global, su principal pretendiente, Skydance Media, ha presentado un acuerdo en forma de $3B más en efectivo para el retiro o la recompra de deudas. Según se informa, los ministros de energía de los países del G7 han llegado a un acuerdo para fijar como fecha objetivo 2035 el cierre de sus centrales eléctricas de carbón. La Comisión Federal de Comunicaciones ha multado a los mayores proveedores de servicios inalámbricos de EE. UU.: T-Mobile $TMUS, Sprint, AT&T $T y Verizon $VZ con casi $200M por compartir ilegalmente el acceso a los datos de ubicación de los clientes. $CMCSA NBCUniversal de Comcast ha propuesto pagar un promedio de alrededor de $2.5B al año para transmitir los partidos de la Asociación Nacional de Baloncesto, mientras la empresa compite con TNT de Warner Bros. $META Meta será investigada por la Comisión Europea por desinformación. $MSTR MicroStrategy cae a medida que el deterioro genera pérdidas mayores a las esperadas.
Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Tuesday, January 23rd. On Today's Stream - Sell-Off Coming Soon? - Earnings Round-Up - Market Breadth Check Timecodes 0:00 - Market Breadth 10:30 - Tesla ($TSLA) 14:20 - Rate Expectations 16:35 - Procter & Gamble ($PG) 19:45 - Verizon ($VZ) 22:00 - Homebuilders 25:00 - SPX & NDX 29:45 - Crude Oil -- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe -- MRKT Call is brought to you by our presenting sponsors CME Group, FactSet & SoFi Watch MRKT Call LIVE at 1pm M-TH on YouTube Sign up for our emails Follow us on Twitter @MRKTCall Follow @GuyAdami on Twitter Follow @CarterBWorth on Twitter Follow us on Instagram @RiskReversalMedia Like us on Facebook @RiskReversal Watch all of our videos on YouTube
In this episode, we're talking about what I wish I knew before investing in AT&T (T) & Verizon (VZ), and a funny coincidence with Johnson & Johnson (JNJ) CEO Joaquin Duato. What I wish I knew before investing in VZ & T starts at 18:03 Los Difuntos - Born, Raised, Passed away (In East L A) Kevin Burgess on YouTube **SPECIAL SEEKINGALPHA.COM offer - Try Seeking Alpha's Premium for $239/year with a 14-day free trial. Use this affiliate link and I'll get a few bucks kicked back my way at no additional cost to you. CLICK HERE Get my FREE 48-page eBook "Brief Thoughts on Life, Love & Investing" and FREE weekly newsletter HERE! Check out my portfolios HERE thedividendtracker.com (affiliate link) The Essays of Warren Buffett BOOK LINK. Get cash back on your gas, with the UPSIDE APP. CLICK HERE! Contact - russ@dapperdividends.com Alphaspread.com affiliate link = where I show intrinsic values on the channel. Follow Russ on Twitter - @Rustyram78 Remember this is not financial advice and it's ultimately your money and your responsibility! --- Support this podcast: https://podcasters.spotify.com/pod/show/dapper-dividends/support
I'm back from my mini-vacation to Saratoga for the opening day of horse racing. I reminisce about my childhood experience (and success) at the tracks… and share the rude awakening I got on my trip about being old. Next, I highlight some wild action in the stock market… including why telecom giants AT&T (T) and Verizon (VZ) are selling off… and why Carvana (CVNA) has surged 1,000% since the start of the year. I explain why the markets will continue rallying—even as the Fed keeps hiking rates… and why an eventual rate cut wouldn't be nearly as positive as you might think. I also highlight an overlooked corner of the market that's starting to break out… and still has plenty of room to run in the coming months. We're officially in the heart of earnings season… and the results we've seen so far prove just how wild this market is. I go over several stocks that jumped—even as the company's earnings declined. The U.S. dollar is sitting near a 52-week low. I share several ways to play the long-term decline of the dollar… and reveal some shocking data that shows why now is the time to buy commodities. Be sure to join us for tomorrow's episode of WSU Premium—Daniel and I will share several stocks poised to soar as we enter a new commodities bull market. Get access at WSUoffer.com. Reminder: Our special offer on three of our premium products—and the chance to speak with me one-on-one—will end soon. Claim your spot on my calendar while you can. In this episode I'm officially old [0:30] Why T and VZ are in big trouble [5:30] Why CVNA is up 1,000% in 2023 [6:44] A rate cut wouldn't be bullish [9:50] This overlooked sector has a lot of upside ahead [12:43] Why are stocks rising as earnings decline? [14:10] Commodities are starting a new bull market [22:00] Our special offer ends soon [34:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
More on dividend growth investing -> Join our market newsletter!Even though dividend growth stocks typically have a high degree of predictability, that doesn't mean you can't end up with surprises. Outside dividend cuts, some of the most significant surprises can come from legal liability - often arising from the distant past. Companies routinely face challenges in the courtroom and are well-equipped to handle their cases, but occasionally they are forced to cut a check with a lot of zeros. The problem for investors is that there is no quantifiable way to know what legal liabilities might be lingering out there. This episode is packed with specific companies as Greg dives into two stocks from the tobacco industry and two from the telecom sector. He examines the legal history of British-American Tabacco ($BTI) and Altria ($MO), alongside the potential future liability of AT&T ($T) and Verizon ($VZ). In doing so, he also breaks down their performance as companies and gives you a snapshot of how we analyze dividend growth candidates. **NEW** If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.Visit our website to learn more about our investment strategy and wealth management services.Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
T-Mobile (TMUS) earnings were released yesterday, April 27th, postmarket. Kevin Green discusses TMUS as its adjusted EPS came in at $1.58 versus an estimated $1.51 and revenue came in at $19.63B versus an estimated $19.76B. He talks about how TMUS's high speed internet customer additions totaled 523K and 1Q service revenue came in at $15.5B. TMUS also had 1Q phone net customer additions of 538K. He then compares TMUS to other telecom stocks such as Verizon (VZ) and AT&T (T). Tune in to find out more about the stock market today.
AT&T (T) is running out of headroom when it comes to gaining new customers, notes Jamie Lumley. He and Sandra Cho discuss the takeaways from AT&T (T) earnings as the stock slides after the latest earnings report. Sandra mentions that T's weak free-cash-flow performance is concerning because the stock has been an under-performer for the last couple of years. They go over how T's 1Q customer wireline revenue came in at $3.2B, which is up 2.5% and its 1Q 5G postpaid phone net added 424K. They also compare T to other telecom stocks including Comcast (CMSCA), Dish Network (DISH), T-Mobile (TMUS), and Verizon (VZ). Tune in to find out more about the stock market today.
Meta Platforms (META), Verizon (VZ), Vanguard Emerging Markets ETF (VWO), and Lithia Motors (LAD) are some of David Dietze's top picks for 2023. He recaps market performance in 2022. He also talks about the key factors driving market action such as an earnings recession, the Federal Reserve, inflation, and an economic recession. Tune in to find out more about these picks and the stock market today.
Straight from Benzinga newsdesk, host Brent Slava brings you the market news and stocks to watch.Subscribe to our Stocks To Watch Newsletter here : https://go.benzinga.com/sales-page-187126583617110118712659Hosts:Brent Slava Reach out to Brent at brent@benzinga.comSr. Reporter, Head of Benzinga NewsdeskMichael O'Connor Reach out to Michael at michaeloconnor@benzinga.comBenzinga Strategy Developmentpro.benzinga.com$TSLA $RBLX $MU $VZ $HOURTesla (TSLA) -"The Twitter Effect" impacted Tesla shares Thursday morning.Shares of Tesla underperformed the S&P 500 by about 1.5% following news Elon Musk sold about 22 million shares. Publications around Wall Street suggested Musk sold shares in order to finance dramatic changes at Twitter.Roblox (RBLX) -The stock was down more than 9% following worse-than-expected November sales figures.The company said daily active users (DAUs) during November totaled 56.7 million, up about 15% on a year-over-year basis.Micron (MU) -One of the most important names in the memory chip space.Micron will report quarterly results on Wednesday of next week. Shares of peers in the space, Western Digital (WDC) and Seagate (STX), will likely move in tandem with Micron following its earnings report.Verizon (VZ) - A play on a new bullish rating by analysts at Morgan Stanley. The firm upgraded shares of Verizon to the equivalent of a buy rating and downgraded shares of AT&T (T) to the equivalent of a hold rating.Hour Loop (HOUR) -A play on an online wholesaler operating on Amazon (AMZN).Research shop EF Hutton was favorable on Hour Loop shares Thursday morning; the firm has a Buy rating and $5 price target on the $3 stock. Tune into Benzinga's daily Stocks To Watch podcast later Thursday morning to hear more details of the EF Hutton call on Hour Loop. We're always looking for ways to make this content better!If you have ideas for stocks we should cover or have feedback about the info or presentation, please drop us a line at newsdesk@benzinga.com or aslicoskun@benzinga.comUse coupon code YOUTUBE20 to get 20% offDisclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
So, we're in a post Fed decision hangover day here, says David Dietze. He discusses the outlook for the markets as the Fed continues to raise rates. He talks about when he thinks the Fed could pivot. He then goes over his stock picks which include Meta Platforms (META), Amazon (AMZN), Verizon (VZ), and Davita (DVA). He notes some important aspects in Meta's earnings highlights. Tune in to find out more about the stock market today.
"Verizon (VZ) had another disappointing quarter with regards to a net loss of consumers in the wireless, retail, and postpaid space. The economically challenged marketplace is only making things worse as the Verizon quarterly performance is as bad as it has been in decades. Verizon (VZ) seems to be stuck in the past since they still claim to be the best in the business which is why they charge a premium price for their services. However, T-Mobile (TMUS) has come out of nowhere in the last several years giving Verizon a run for it's money. 5G gives Verizon a new growth opportunity, but it also gives their competitors the same growth opportunity," says Jeff Kagan.
Verizon (VZ) is the best positioned due to undervaluation and a strong network, says Doug Astrop. He and Jeff Kagan discuss the outlook for telecom stocks. They talk about how to invest in the telecom sector. Jeff notes that the wireless industry remains a powerful and important sector of our economy. They then go over the best positioned telecom stocks, highlighting Comcast (CMCSA). Tune in to find out more about the stock market today.
We may have just seen the peak number in CPI inflation prints with the 9.1% for June, says Brian Barish. He talks about how the markets are higher after a mid-week sell-off. He also discusses how the Fed is dealing with inflation and what they have learned from their mistakes last year. He then goes over some stocks to invest in including Verizon (VZ). Tune in to find out more.
"Wireless should still outperform given its cyclical defensive nature. I like T-Mobile (TMUS) stock into the print with the possibility of upside phone adds and prospects of a buyback in 2022. I also see a potential downside bias at Verizon (VZ) as they could be losing consumer phones despite aggressive offers," says Gregory Williams. Cowen has an outperform rating on the Verizon (VZ) stock with a $71 price target.
Visa (V) has a poor score due to weaker revenue growth and negative analyst sentiments. David Barse examines the GraniteShares XOUT U.S. Large Cap ETF (XOUT). He talks about notable XOUTs which include V, Coca-Cola (KO), Verizon (VZ), and AT&T (T). He then goes over XOUT's performance in a down market, as well as how XOUT identifies companies to eliminate from investments. He also mentions why Amazon (AMZN) is trending towards being “X'd Out.” Tune in to find out more.
Avista (AVA) stock price is up over 2% year-to-date. "Avista did not see a big share price run and we think it is fairly valued. They have already managed rate increases for three of its largest markets that take affect later this year. Those rate increases will help preserve their ability to pay their 4% dividend. Avista has been an early adopter of reporting on its environmental impact and is one of the higher rated utility companies on ESG metrics," says Tammy Trenta. Other dividend paying stock picks include Verizon (VZ), IBM Corp. (IBM) and LTC Properties (LTC).
Verizon (VZ), Lockheed Martin (LMT), Visa (V), and American Medical Technologists (AMT) are some of Adam Lampe's stock picks. These are stocks he thinks have great valuation. He talks about reasons for optimism in the markets, noting that midterm elections are usually good for the market. He also goes over investment strategies amid market turmoil. Tune in to find out more.
AT&T (T) is back to basics, says Keith Snyder. He goes over T as its earnings report was released today, Aril 21st. He also compares T to other telecom stocks such as Verizon (VZ), T-Mobile (TMUS), and Comcast (CMCSA). He then goes over how T is heading on a downward trend and needs to make some changes, as they are currently stuck between a rock and a hard place. Tune in to find out more.
Shares of Casa Systems (CASA) gained Monday after Verizon (VZ) announced taking a 9.9% stake in the company for $40M. Headquartered in Andover, MA, Casa Systems offers physical, virtual and cloud-native 5G infrastructure equipment through its Axyom software platform. George Tsilis breaks down the news and what it means for the overlooked company.
Pfizer (PFE), MetLife (MET), Verizon (VZ), and D.R. Horton (DHI) are some of David Dietze's, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, stocks to watch. He looks at these stocks and discusses movement within them. He also looks at the macro outlook for U.S. equities. Tune in to find out more.
T-Mobile's (TMUS) earnings were released February 2nd. Greg Williams, Research Analyst Covering Cable and Telco Services at Cowen, recaps the TMUS earnings and discusses the biggest reasons for the TMUS earnings beat. He also talks about how Cowen has an outperform rating and $175 price target on TMUS. He then compares AT&T (T) and Verizon (VZ) to TMUS. Finally, he mentions how integration of the Sprint Network will impact TMUS. Tune in to find out more.
Verizon (VZ) earnings report indicated $1.31 in EPS and $34.1B in revenue, beating estimates. The company's fourth quarter broadband net additions equaled 106K. Next, Keith Snyder previews the AT&T (T) earnings that will be released on January 26th in the pre-market. The current EPS estimate is $0.76 and the current revenue estimate is $40.42B.
AvePoint (AVPT) is one of Microsoft's (MSFT) independent software vendors for Microsoft 365. TJ Jiang, Co-Founder and CEO of AvePoint, gives an overview of the company, highlighting some of AvePoint's notable customers such as Verizon (VZ), Honda (HMC), and American Express (AXP). He talks about how AVPT went public via SPAC merger with Apex Technology Acquisition Corp. He then goes over how AVPT recently launched Confide, a virtual data room to power highly secure digital collaboration. Tune in to find out more.
This will be a difficult year for telecom stocks says panelists Rebecca Walser and Keith Snyder who join The Watch List to discuss their outlooks for the sector in the new year amid the encroaching 5G rollout. The troubles will come as the companies have accrued debt to prepare for 5G networks without yet being able to fully monetize it. The panelists discuss specific names well-known in the space like T-Mobile (TMUS), AT&T (T) and Verizon (VZ) as well as the lesser known company Vodafone Group (VOD).
David Dietze remains constructive on financial markets going forward as further progress is made toward vaccinating the U.S. population against Covid-19. Other tailwinds elevating stocks include dovish central bank activity, improving economic conditions in the labor market and low interest rates. Dietze summarizes his takeaways from Wednesday's FOMC meeting announcement as well as names a few stocks on his watch list, including Walgreens Boots Alliance (WBA), Intel (INTC) and Verizon (VZ).
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Episode 342: Everyone hates Verizon (VZ)...now might be a good time to buy it. ------------------------------------------------------
All major indices are up this week with Russell 2000 leading the way. Banks like JPMorgan Chase (JPM), Goldman Sachs (GS), Morgan Stanley (MS), Bank Of America (BAC), Wells Fargo (WFC), and Citigroup (C) kicked off the earnings season with mostly positive results. Also, FOMC minutes around inflation and tapering were released. Crude Oil is up 2% for the week and reached 7-year all-time-highs. Finally, Tom White and Ben Lichtenstein discuss crypto as bitcoin climbs on news of potential ETF approval. Major upcoming earnings for next week include Johnson & Johnson (JNJ), Procter & Gamble (PG), Netflix (NFLX), United Airlines (UAL), Verizon (VZ), Tesla (TSLA), AT&T (T), American Airlines (AAL), Southwest Airlines (LUV), Snap Inc. (SNAP), Intel (INTC), and American Express (AXP).
David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, discusses takeaways from today's market action. He goes over his stock picks which include Verizon (VZ), Capital One (COF), Bristol-Myers Squibb (BMY), and Chevron (CVX). Verizon stock hit a 52-week low on Wednesday, and its stock is down more than 10% in 2021. Chevron's stock is up more than 25% in 2021, and Capital One's stock is up over 65% in 2021. Tune in to find out more.
- Earnings still in the spotlight this week. According to FactSet, about 85% of the S&P companies that have reported earnings have beaten estimates.- Netflix (NFLX) down slightly in pre-market trading after earnings miss. Reported $2.97EPS vs. $3.16 est. Rev and membership growth beat forecasts.- Coca-Cola (KO) up 2.0% pre-market after an earnings beat helped out by venues reopening like stadiums and theaters. Rev beat and raised full-year forecast.- Verizon (VZ) up 1.0%+ pre-market after an earnings beat. $1.37EPS vs. $1.30 est. and better revenue and subscriber growth. Also raised full-year outlook.- Johnson & Johnson (JNJ) up 1.0% pre-market after better than expected earnings. $2.48EPS vs $2.27 est. with better revenue and raised outlook after strong drug and medical device sales. But concerns mount over its effectiveness against the delta variant after a NYU study suggests that people who got the J&J vaccine get a second shot of it or a booster of the Pfizer or Moderna vaccines.- Harley-Davidson (HOG) up 2.5% pre-market after reporting $1.33EPS vs. $1.17 est. But rev was short of expectations.- Chipotle (CMG) up 4.5% pre-market after reporting $7.46EPS vs. $6.52 est. Rev was slightly better but overall nice earnings with indoor dining rebounding.- United (UAL) up 1.0% pre-market after reporting losses in-line with expectations (-$3.91 loss per share). Rev did beat forecast and was up 4x from previous year. However, sales still down 50% from 2019 levels.
Peloton (PTON), Bitcoin (BTC), Verizon (VZ) and Sales Force (CRM)
Today, Verizon (#VZ) announced Q2 earnings and beat analyst expectations! The communications company reported Q2Non-GAAP EPS of $1.37 (beats by $0.07) and revenue of $33.8B (+11.2% Y/Y). To top it off, the company said that the firm's overall business was running ahead of pre-pandemic levels and expect growth to continue.
"T-Mobile (TMUS) remains best positioned in the mobile space, followed by AT&T (T) and Verizon (VZ)," says Roger Entner. He believes that Verizon's revenue goals are very ambitious and difficult to hit in the longer term. The company also has an increasing exposure to rising content costs, and its stock is down more than 2% in 2021. Finally, he weighs in on Comcast (CMCSA) and says that it should be strong with new wireless family plans.
Here's what is happening in the markets today, Tuesday May 4th.Stocks headed lower into the open. Pfizer (PFE) and CVS Health (CVS) beat top and bottom-line estimates and raised their full-year guidance above consensus.Retail stocks led the market advance on Monday, with Gap (GPS) and Macy's (M) rallying more than 7%. Dillard's (DDS) closed up nearly 10%, while Urban Outfitters (URBN), American Eagle (AEO), Nordstrom (JWN) and Kohl's (KSS) all gained more than 5%.Microsoft (MSFT): "After a great deal of thought and a lot of work on our relationship, we have made the decision to end our marriage," Bill and Melinda Gates wrote in a statement on Twitter.Warren Buffett names Greg Abel his successor at Berkshire Hathaway. Abel heads Berkshire Hathaway's (BRK.B and BRK.A) non-insurance businesses,Verizon (VZ) set what seems to be its final away message in its media industry ambitions, announcing a deal to sell AOL and Yahoo for $5 billion to Apollo Global Management,. It wasn't a good investment for Verizon, which bought AOL for $4.4 billion in 2015 and Yahoo for $4.5 billion in 2017. Yahoo is still the 11th most popular website in the world, and 1.5 million actual human people pay AOL a monthly subscription feeThis wraps up today's stock market news.If you enjoyed the "Stock Market Today" video, make sure to subscribe to this channel. And for more stock market news, visit https://rockwelltrading.com.
Verizon Communications (#VZ) announced Q1 earnings and topped analyst expectations! The company reported Non-GAAP EPS of $1.31 (beats by $0.02) and revenue of $32.9B (+4.1% Y/Y). Currently, #Verizon is paying a dividend yield of 4.30%, which is a dividend rate of $2.51 per share a year. They also have an 8 year track record of increasing the dividend and based on recent earnings, they shouldn't have a problem increasing it to 9 years. Is Verizon the best dividend stock to buy?
This morning Verizon (#VZ) announced their Q4 2020 earnings and reported an EPS beat by $0.04. The communications company went on to announce that total Non-GAAP EPS totaled $1.21 and revenue came in at $34.7B, beating analyst expectations by $230M, but is down -0.2% Y/Y. Many investors view #Verizon as a safe, defensive stock that'll collect them dividends and wage against inflation. Although the company has increased dividends for 16 consecutive years their stock has tremendously underperformed the S&P 500. Should investors buy, hold, and collect the dividend, or pass?
Verizon (VZ) is an American telecommunications company that also ranks as the second-largest wireless carrier in the United States. The company earns nearly 85% of adjusted earnings from its wireless business and ranks as the best coverage phone carrier in the U.S. because of quick 4G LTE speeds. For years #Verizon has been able to have both revenue and net income in the billions of dollars, but their numbers have stagnated because the telecommunications sector has become saturated. In September of 2020 Verizon announced that it agreed to buy prepaid wireless service provider Tracfone from the Mexican company America Movil (#AMX) for $6.25 billion in cash and stock. An acquisition of this size can be seen as way for Verizon to grow their business and revenues while simultaneously combating competition, but will it? Because of stagnation, Verizon has marginally underperformed the broader market for the past three years and many growth investors are skeptical about holding the company's stock for the long-term. On the flip side dividend investors are keen on the stock because it yields a 4.24% dividend that pays out quarterly and is a defensive stock in their portfolio. But after their most recent acquisition and 5G at the horizon, will Verizon be able to achieve massive growth and be a 5G buy for 2021?
David Dietze says that markets march higher, powered by the vaccine rollout, ultra-dovish monetary policy, exuberance by investors, and hopes for a stimulus package.
PreMarket Prep is a live trading talk show that airs weekdays from 8-9 am ET on YouTube as well as http://premarket.benzinga.com/pre-market-show/ Check out our chat rooms to get your questions answered on the show! We pride ourselves on being the best source of premarket trading strategy, and we feature some of Wall Street’s best traders as guests. On today’s show, we discuss…. - Thursday's tech wreck - Earnings from Verizon ($VZ) and Intel ($INTC) - Bad news for Intel is good news for AMD ($AMD) Featured Guests Jason Raznick, Founder & CEO, Benzinga - 41:00 ///////MORE STUFF TO CHECK OUT/////// Free stock market news: https://www.benzinga.com/ Live education at Benzinga Boot Camp: https://rb.gy/abuhzl Benzinga merch: https://rb.gy/3pyb0x For FASTER NEWS and IN-DEPTH market data, check out Benzinga Pro. For a free two-week trial go to https://pro.benzinga.com/?afmc=6c Meet the Hosts: Dennis Dick Bio: http://www.premarketprep.com/author/premarketinfo/ Twitter: https://twitter.com/TripleDTrader Joel Elconin Bio: http://www.premarketprep.com/author/joelelconin/ Twitter: https://twitter.com/Spus Tune in to the show live or via podcast! iTunes: https://itunes.apple.com/us/podcast/benzinga-tv Soundcloud: https://soundcloud.com/bztv Stitcher: https://www.stitcher.com/podcast/benzinga-morning-show TuneIn: https://tunein.com/podcasts/Business--Economics/Benzinga-TV-p1006070/ Google Play: https://play.google.com/music/listen?u=0#/ps/Id2myc5nfdgd4pry47sjss2n2my Like the show? Keep up with all Benzinga news! Visit https://www.benzinga.com/ to subscribe to our newsletter Visit https://twitter.com/Benzinga to follow us on Twitter Visit https://www.facebook.com/Benzinga/ to like us on Facebook Be sure to check out https://pro.benzinga.com/. Benzinga’s real-time news platform with all the information you need to invest better today.
Today I will look at the financial documents of Verizon(VZ) and decided If I was looking for another investment would I Buy or Pass on this stock. Websites Used: https://www.lazyfa.com/https://josenajarro.com/ https://twitter.com/_JoseNajarroDisclaimer: All content provided in any of my Social channels/videos/post/podcast and any other sort of communications are for entertainment purposes only. Talk to a financial adviser before making any decision.
On this week's show, The Wise Investor Group reviewed the earnings of Johnson & Johnson (JNJ), expectations for Verizon (VZ), and also discussed the long term trends in passive investing. Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Chase Hinderstein, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
AT&T is buying TimeWarner, we think. Should T shareholders celebrate or fear this deal? What are the chances of the deal making it past regulators and becoming a reality? I sit down with Adam, the Dividend Sensei to discuss more. A quick overview: How much debt will the Time Warner deal add to AT&T? Will this debt load, in addition to DirectTV debt be manageable? How will the acquisition impact future free cash flow for AT&T? What new markets is AT&T expanding into? What does all this mean for the future of AT&T's dividend? Will this solve AT&T's "dumb pipe" problem? Will this make AT&T the new king of content? Did AT&T structure the deal to offer best value for shareholders? And more... Companies Mentioned: AT&T (T), Verizon (VZ), Time Warner (TWX)
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, discuss Pfizer's (PFE) decision to stay together while Valeant (VRX) slowly looks to sell off non-core assets. Then, they discuss the recent Yahoo (YHOO) hack and what it means for their Verizon (VZ) deal.
We start today with a deep dive into Verizon (VZ) and a thanks to Tom, Steve, Craig and everyone else who wrote in with their analysis. The last is a question today is about Brazil Resources (BRI.V) (BRIZF) If you’d like to know about Frank’s special discount offers just . And don’t forget send in your questions
Rangeley Capital's Portfolio Managers, Chris DeMuth and Andrew Walker, provide an update on Yahoo's (YHOO) sale process as it looks increasingly likely Verizon (VZ) buys the company. Then, they provide an overview on financial fraud and how to spot it.
While Facebook, Amazon and Netflix have slumped, Google parent Alphabet has soared. Today's Stocks & Topics: 3M Co.-MMM, Apple-AAPL, Cummins Inc.-CMI, Aurora Cannabis Inc.-ACB, Nike Inc.-NKE, GEO Group Inc.-GEO; Verizon-VZ, Recession coming?, Bonds vs. funds?, PMI index UP but ISM number down?, Coming changes to credit cards-- such as more rewards programs. Plus: Key Benchmark Numbers and Market Comments for: Gold, Oil, Gasoline, Treasury Yields; TRIVIA QUESTION: How many 4G cell phone towers are there now, and how many 5G towers will be needed? (Cost projections for Verizon 5G capital expenditures).Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations