Q: SpaceX recently bought Echostar, along with 50 MHz of S-Band spectrum in the US. E. Musk is saying it could be the next wireless carrier. If that is so, what is the risk to companies like Telus, Bell, AT&T, etc. And what timeframe might be involved? Thanks very much.
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Alphabet Inc. (GOOG $249.85)
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Verizon Communications Inc. (VZ $44.21)
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BCE Inc. (BCE $32.36)
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TELUS Corporation (T $22.13)
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T-Mobile US Inc. (TMUS $239.45)
Q: I hold these 3 stocks for income and have seen capital erosion in recent years with weakness in the telecom sector. In terms of industry concentration, how much overlap is there between the three (Telus has held up best), would you recommend letting one or two of them go, which one(s), and what would you recommend in the general sector as a replacement (US or Cdn)?
In particular, I am curious about BCE's prospects following the US acquisition after selling MLSE stake, dividend cut, debt, and scaling back of capex.
In particular, I am curious about BCE's prospects following the US acquisition after selling MLSE stake, dividend cut, debt, and scaling back of capex.
Q: Most of the telecom sector seems to be drowning in expenses and regulation. What is setting tmus apart and will this continue? Do you still see it as an attractive investment?