• Pat Flood (@rebarcock) passed away 9/21/25. Pat played a huge role in encouraging the devolopmemt of this site and donated the very first dollar to get it started. Check the thread at the top of the board for the obituary and please feel free to pay your respects there. I am going to get all the content from that thread over to his family so they can see how many people really cared for Pat outside of what they ever knew. Pat loved to tell stories and always wanted everyone else to tell stories. I think a great way we can honor Pat is to tell a story in his thread (also pinned at the top of the board).

AT&T Stock vs Treasury Bonds

Source: https://investorplace.com/2021/03/3...-in-the-shuffle-t-tmus-amt/?mod=mw_quote_news

We start this list of 5G stocks with a major company that strangely doesn’t get enough attention. AT&T is one of the most diversified companies in the world. However, wireless communication represents nearly 40% of the total revenues of the company. AT&T is one of the largest wireless carriers in the U.S., with Verizon (NYSE:VZ), and T-Mobile.

The other major segment that is contributing to revenues is consumer and entertainment, which includes WarnerMedia. Assets such as HBO, the Turner cable networks, and the Warner Brothers studios are nothing to scoff at. HBO Max, the streaming platform that bundles all of HBO together, is generating a lot of positive headlines for the last several months.

Now let’s talk about 5G and AT&T. By its own admission, the wireless carrier has the fastest nationwide 5G network based on Ookla data. Last year, its 5G network running on a low-band spectrum became available “nationwide,” quelling fears of investors spooked by Covid-19 and its impact on the company’s business segments.

Short term, the company will be spending a lot of money on acquiring more 5G spectrum. When the pandemic is hammering revenues, spending billions on the 5G spectrum will be a tough pill to swallow. However, purchasing the right to use certain radio frequencies for delivering 5G services is vital for the long-term profitability of AT&T. The cash being doled out is a smart strategy.

Overall, AT&T is whirring on all cylinders. With an enviable dividend yield of 7.2% and the stock trading at just 1.2x price-sales, the wireless carrier is a must-have for your portfolio.
 
Source: https://investorplace.com/2021/03/3...-in-the-shuffle-t-tmus-amt/?mod=mw_quote_news

We start this list of 5G stocks with a major company that strangely doesn’t get enough attention. AT&T is one of the most diversified companies in the world. However, wireless communication represents nearly 40% of the total revenues of the company. AT&T is one of the largest wireless carriers in the U.S., with Verizon (NYSE:VZ), and T-Mobile.

The other major segment that is contributing to revenues is consumer and entertainment, which includes WarnerMedia. Assets such as HBO, the Turner cable networks, and the Warner Brothers studios are nothing to scoff at. HBO Max, the streaming platform that bundles all of HBO together, is generating a lot of positive headlines for the last several months.

Now let’s talk about 5G and AT&T. By its own admission, the wireless carrier has the fastest nationwide 5G network based on Ookla data. Last year, its 5G network running on a low-band spectrum became available “nationwide,” quelling fears of investors spooked by Covid-19 and its impact on the company’s business segments.

Short term, the company will be spending a lot of money on acquiring more 5G spectrum. When the pandemic is hammering revenues, spending billions on the 5G spectrum will be a tough pill to swallow. However, purchasing the right to use certain radio frequencies for delivering 5G services is vital for the long-term profitability of AT&T. The cash being doled out is a smart strategy.

Overall, AT&T is whirring on all cylinders. With an enviable dividend yield of 7.2% and the stock trading at just 1.2x price-sales, the wireless carrier is a must-have for your portfolio.
I agree it should be in your portfolio, but aTT should also be held. It’s all about the allocation. The 10 year is guaranteed with low risk, and since it is is the most heavily shorted in its history, it’s ripe for a wsb short squeeze.
With att, it does seem the total screw up with direct TV and write off didn’t seem to hurt them, their value probably won’t crash, dividends suspended, etc if there’s a stock crash.
Btw, Verizon is a more efficiently run company. I’m sure ATT is contracting Verizon to help build out their 5G cell sites like what happened in the LTE roll out 10 years ago.
 

Donate 2025

Current cycle
$20.00
Total amount
$520.00
Back
Top Bottom