January 26, 2025 | AAPL, BA, Daily JAM, Jubak Picks, Morning Briefing, MSFT, T, Top 50 Stocks, XOM |
This week its earnings, earnings, and earnings. From the tech giants and more. This week, we’ll discover three things. First, are tech company earnings as good as the market clearly expects. I think that with the exception of Apple (AAPL) and Tesla (TSLA) the answer will be Yes. Second, how much of this good news is already priced into the recent rally. These stocks could retreat even on news that’s as good as expected. An advance will, I think, require a surprise or two. And, third, how worried is Wall Street really, given the recent boom in all things AI, about capital spending at the big AI companies and falling profit margins.
April 24, 2024 | Daily JAM, Dividend Income, T |
Today, April 24, before the market open, AT&T reported first quarter earnings that beat the Wall Street consensus. The good news came from strong growth in its mobility and consumer wireline connectivity businesses, which make up about 80% of the company’s total revenues. AT&T (T) added 349K postpaid phone subscribers in the quarter, above a consensus estimate of 303,539, according to Bloomberg. Prepaid churn was 2.77% compared to 2.73% in the year-ago quarter. Remember that if you own AT&T, you own it for the dividend, currently 6.73%, and the possibility that the company will increase its payout.
March 13, 2019 | Daily JAM, Stock Alerts, T |
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February 26, 2019 | Daily JAM, Stock Alerts, T |
The U.S. Appeals Court in Washington ruled today that AT&T's (T) $85 billion takeover of Time Warner (now known as WarnerMedia) could go ahead. The court said in a 35-page opinion that the Justice Department had failed to establish that a lower-court judge had...
July 25, 2018 | Daily JAM, Stock Alerts, T |
Today's 4.51% drop in shares of AT&T (T) on a relatively mild revenue disappointment announced after the market close yesterday has considerably de-risked the stock. At the current 3:30 p.m. New York price of $30.25 the stock pays a dividend yield of 6.61%. Yes,...
