Q: Hello, I see that AT&T has not been doing very well, actually down by about 22% since the beginning of the year. How do you explain that poor performance? Should we switch for another name in the same sector? Regards, Gervais
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Both CTL and AT&T I believe have extended acquisition closing date deadlines.
Do you have any information and or opinion on the odds for them closing their respective deals?
Thank you!
Do you have any information and or opinion on the odds for them closing their respective deals?
Thank you!
Q: Hi,
My question is about AT&T (T:US). I know you don't focus in depth on US companies. Do you have any general comments on AT&T's share price slide this year and if the fundamentals have changed in a material way? I understand the merger with Time Warner was delayed a bit but both parties have agreed to extend the deadline. Are there any major regulatory roadblocks you see? Do you think T still has potential going forward as an income holding?
Many thanks, Michael
My question is about AT&T (T:US). I know you don't focus in depth on US companies. Do you have any general comments on AT&T's share price slide this year and if the fundamentals have changed in a material way? I understand the merger with Time Warner was delayed a bit but both parties have agreed to extend the deadline. Are there any major regulatory roadblocks you see? Do you think T still has potential going forward as an income holding?
Many thanks, Michael
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CenturyLink Inc. (CTL)
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AT&T Inc. (T $26.20)
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BCE Inc. (BCE $32.79)
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Brookfield Property Partners L.P. (BPY.UN $23.29)
Q: I hold BCE and T for income, as well as CTL in a retirement income portfolio.
I am thinking of switching either BCE or T for BPY for a similar income because of the much reduced (I think) Capex requirements and likely better growth prospects.
My utility and real estate sector holdings currently are 20% and 23%, respectively,each spread over about 12 companies.
What would your thoughts be?
I am thinking of switching either BCE or T for BPY for a similar income because of the much reduced (I think) Capex requirements and likely better growth prospects.
My utility and real estate sector holdings currently are 20% and 23%, respectively,each spread over about 12 companies.
What would your thoughts be?
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Alphabet Inc. (GOOG $241.35)
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Microsoft Corporation (MSFT $519.79)
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McDonald's Corporation (MCD $293.39)
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Morgan Stanley (MS $155.22)
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AT&T Inc. (T $26.20)
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UnitedHealth Group Incorporated (DE) (UNH $368.76)
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Enbridge Inc. (ENB $67.47)
Q: Hello 5i.
I have some cash and would like to add another US stock to my portfolio, and looking for a recommendation.
I currently own Enbridge (US market), Microsoft, Morgan Stanley, UnitedHealth Group AT&T and McDonald's.
Based on what I own, can you recommend 3 or 4 stocks which you think would be good for my portfolio?
Income is not necessary, but not a problem if it has a dividend. I am looking to invest in a well managed company, with good balance sheet, and good growth potential.
Thank you for taking the time to answer my question.
I have some cash and would like to add another US stock to my portfolio, and looking for a recommendation.
I currently own Enbridge (US market), Microsoft, Morgan Stanley, UnitedHealth Group AT&T and McDonald's.
Based on what I own, can you recommend 3 or 4 stocks which you think would be good for my portfolio?
Income is not necessary, but not a problem if it has a dividend. I am looking to invest in a well managed company, with good balance sheet, and good growth potential.
Thank you for taking the time to answer my question.
Q: Dear Peter and Team,
My weighting in bonds has decreased as my stocks (matching BE portfolio plus some US and international holdings) have increased. I was considering trimming some stock gains and adding some short-duration bonds. What do you think of the following two choices?
1. AT&T INC, 3.2 coupon (current Ask YTM is 2.77835%) maturing 3/1/2022
2. FORD MOTOR CREDIT CO LLC, 3.336 coupon (Ask YTM 2.71415%), maturing 3/18/2021
The goal I am trying to achieve with the bonds is preservation of capital with small returns as a bonus and reduction of portfolio standard deviation by adding low-correlation securities. Current total bond weighting is about 7.5% and I am 35 years old.
My weighting in bonds has decreased as my stocks (matching BE portfolio plus some US and international holdings) have increased. I was considering trimming some stock gains and adding some short-duration bonds. What do you think of the following two choices?
1. AT&T INC, 3.2 coupon (current Ask YTM is 2.77835%) maturing 3/1/2022
2. FORD MOTOR CREDIT CO LLC, 3.336 coupon (Ask YTM 2.71415%), maturing 3/18/2021
The goal I am trying to achieve with the bonds is preservation of capital with small returns as a bonus and reduction of portfolio standard deviation by adding low-correlation securities. Current total bond weighting is about 7.5% and I am 35 years old.
Q: I am interested in an american telecom for RRSP
I was considering Verizon or AT&T
Please provide your thoughts on which one is presently the better buy based on
A. valuation
B. dividend growth
C. earnings
and the magnitude of the difference ( my perception is that the difference is small, but I would appreciate your thoughts.)
I would also be happy to consider any alternatives to these 2 in the telecom sector that you think has better upside. longterm hold.
thanks
I was considering Verizon or AT&T
Please provide your thoughts on which one is presently the better buy based on
A. valuation
B. dividend growth
C. earnings
and the magnitude of the difference ( my perception is that the difference is small, but I would appreciate your thoughts.)
I would also be happy to consider any alternatives to these 2 in the telecom sector that you think has better upside. longterm hold.
thanks
Q: The AT&T purchase of Time Warner is valued at US $107.50 and is subject to a review by the U.S. Justice Department. In your opinion, would it be wise to sell my TWX shares into the market now, or to wait until the (hopeful) approval and closing?
Q: Hello Peter and Team, my question is about AT&T proposal to buy Time Warner. What I do not understand is the reason why this deal has such a negative impact on the price of AT&T shares, could you explain? I hold shares of AT&T, what should I do now? Thank you very much, Gervais
Q: Hello I5, I have US$ to invest and looking to select one or two of CSCO,HPQ, GLW T and PHG for income and some capital growth. I would appreciate, your suggestion, perhaps, can offer another one. Many thanks for your help.
J.A.P. Burlington
J.A.P. Burlington
Q: Which of the three would be better to own in terms of safety, as well as income and some growth? If it were one of the US telcoms I would hold it in my RRSP.