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Greg Kuehl
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Jack Howe
J
Jackson
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无发言人
Jack Howe: 作为AT&T的长期股东,我很高兴看到公司股价的回升。AT&T专注于光纤宽带服务,不再追求不盈利的多元化扩张,这对股东来说是个好消息。自从我们推荐AT&T的股票以来,它的表现已经超过了标准普尔500指数,并且股息收益率仍然很高。公司计划在未来几年内继续减少债务并投资于5G和光纤网络,这表明AT&T正在朝着正确的方向前进。我预计到2027年,AT&T的自由现金流收益率将超过10%。
Peter Cepino: (未直接引用,观点由Jack Howe总结) AT&T可能成为最佳股票,即使它不是最佳电信公司。
Jackson: (未直接引用,仅参与对话)
Deep Dive
AT&T's investor day presentation highlighted its focus on fiber broadband, debt reduction, and 5G investments. The company's stock has performed well, with a significant return and a high dividend yield, suggesting a successful turnaround strategy. The future looks bright with plans for continued investment and capital allocation.
- AT&T's stock returned 46%, significantly outperforming the S&P 500 and Verizon.
- The company reduced debt by $25 billion and invested $140 billion in 5G and fiber.
- AT&T boasts a dividend yield over 4.5% and projects over $18 billion in free cash flow by 2027.
Shownotes Transcript