David DriscollVerizon CommunicationsVZCOMMENTMay 19, 2017

Telecom sector's had a bounce, along with infrastructure. He's very keen on infrastructure. Likes it better than BCE, as US companies have a bit more in terms of growth possibilities. Not a bad decision to own it. US telco playing field is more competitive than Canada's.

Telco. companies not performing as well as expected. With pause in interest rate hikes, could be a good time to buy. Owns shares in company. Stable business with excellent dividend. Will continue to hold. 

The price historically has been flat and the average price target is about $40 - the price is now around $38. The dividend yield is about 7% but is not eligible for the dividend tax credit since it is a U.S. stock. If you buy, it should only be for a registered account. Canadian Telecoms have done better than ones in Europe but have been under some pressure to reduce their prices.

This and AT&T have been hit hard from the anti-dividend stock trend, but also have huge upside if interest rates decline. Are not undervalued and, yes, carry a lot of debt. Yes, there are cable-cutters, but people still watch live sports and that won't vanish.  Is oversold.

Pays a 8.37% dividend. He targets $39.80, 27% upside. It's seen a waterfall of decline in the past year. This will fall to $27, book value, first and that's when he will consider it.

They may report positively next week. The dividend is safe. They're laying off staff and cutting or halting 5G capex spending. 

The chart has broken down. If it consolidates and moves up, then that's a different story. Otherwise, don't buy.

T-Mobile has taken all the growth in the industry, eating the lunches of AT&T and VZ. AT&T and VZ carry fairly large debt loads. He'd argue the bad news is already baked in. Lead in cables is a red herring, not a reason to sell. Canadian telcos might be more attractive. 

All telecoms under pressure with rising rates. Still a good, defensive stock. Good cashflow. Largest wireless carrier in the US. Predictable, recurring revenue. Beat Q2 expectations. Dividend sustainable. Yield almost 8%.

Has neither growth nor a dividend.

Not a favourite. Revenue per share is down, yet still spends $20B a year on capital expansion. Not getting much for their money. Low marks on growth, and that ends the discussion for him. Hefty and unhealthy dividend yield of 7%.

It pays a dividend of 7%, which he doesn't like because it may be a questionable payout.

It pays a 7% dividend which is high for a telecom stock and it could still increase its dividend. It is trading at 7 or 8 X earnings which is a much better multiple than Canadian telecoms.