VZ
Verizon Communications Inc
Mentions (24Hr)
-100.00% Today
Reddit Posts
PART 2 Been practicing option trading for a year
Made first purchase today. 11 shares of VZ
8.5K Win on Thanksgiving Eve, AKA Tendie Time
Will TMUS VZ or T buyout LUMN or will private money?
Another insider at LUMN bought up more shares I wonder why?
Will $TMUS buy Lumen Technologies to compete with $VZ and $T?
Most Important Stock Market Earnings from Today - (10/24/2023)
BlueFire Equipment Corp (BLFR) Acquires Screaming Eagle Partners, LLC, a Cashflow Positive Family-Owned Oil & Gas Company in Texas
Here are my current investments - Yesterday and Today I bought these stocks
Is having a money manager/"Private CFO" worth it?
$DISH "Boost Wireless" + $AMZN Prime will re-define the future of wireless. Huge call option buying over the past few days. 🐳🔮
Why $DISH could be making a huge comeback and should be given a look this week
Requesting advice: should I sell all my single stocks due to the overlap? Please
Moderation in this sub has reached a tipping point - too active, often problematic, and sometimes egregious.
What should I add? Thinking about adding a dividend stock.
$T, $VZ, $F, $ABT, $PARA, $INTC, $C, $UPS cut bait on loss or DCA to get even?
America Is Wrapped in Miles of Toxic Lead Cables
VZ Shorts at 1.04% with 2 days to cover. 7.25% annual dividend yield.
$DTSS 5 day chart is beautiful, steadily moving towards $1.50 just like the analysts video outlined Saturday
BUY Rating for $DTSS assigned by Yahoo! Finance Analysts- with $1.50 LOW Price Target -current price $1.04
Should you be excited about Verizon Communications Inc.'s ($VZ) 23% return on equity?
Datasea, How 5G Technology Could Boost the Use of Artificial Intelligence
Verizon rises as it adds 633K subscribers in Q1 (VZ)
Verizon Communications Inc. (NYSE:VZ) Receives Consensus Rating of "Hold" from Analysts
Buying a used car, should I sell VZ -20% in 1.5 yrs or sell something that is up?
Verizon falls as 2023 forecast misses expectations amid industry pressure (NYSE:VZ)
Is Verizon set to close dismal 2022 with consumer subs growth in Q4? (NYSE:VZ)
Holding an individual stock that is already weighted in an ETF
$VZ at a historical low, should I buy?
Is there any compelling reason to invest in Canadian telecoms (BCE, TU, etc) vs US telecoms (T, VZ, etc)?
Need someone smarter than me to look in to VZ insider ownership.
Why the bear market hasn't bottomed yet, according to one top forecaster
2022-11-21 Wrinkle-brain Plays (Mathematically derived options plays)
Traders have pinned VZ price point to ES futures
VZ: Lowest P/E in company history implies 20%+ forward annual returns
is T short? or should we go with VZ for earnings?
Nearly lost it all on VZ. Made it back. Safe yolo on ET bc no balls.
Beginner resource: What are Free Cash Flows and how to Calculate Them
$KULR just released information that they have another order from a fortune 20 company
On Commodity Super Cycle, this time may be different
Recession-Resistant Stocks That Can Survive Stagflation
Musk's Advising Law Firm's Letter To Vijaya Gadde (head of legal, policy, and trust at Twitter) || Explains That Twitter Breached The Merger Agreement In Sections 6.4 and 6.11. The buyer is "entitled to reasonably requested information"
What are your favorite stocks for running the wheel strategy, while collecting a dividend?
Mentions
I bought UNH and VZ recently. They look reasonably priced.
Depends on where you live! Verizon just completed fiber rollouts all over NYC. Everyone on my block switched over to VZ Fiber. Everyone i know has Verizon or hates their current provider and wants to switch to Verizon. My belief is that the company has massive expenses that limit it's capacity to offer innovative services. Despite that, it continues to offer competitive prices and services for what is widely considered a premium service. Despite being $150 Billion in debt, it continues to offer a strong dividend and grow as a business. This next period is going to be very good for Verizon. Their competitors are basically paying them to use their infrastructure, and data requirements are only increasing.
while I am long on OPEN and encourage everyone to buying whenever it dips under $10, you should absolutely diversify. SOFI, LDI, PSKY, RDDT, RKT, VZ, T, GLW, TGT All of these companies will do well imo
I do a decent amount of these because I enjoy living off dividends rather than selling stock . Look at O, pretty strong retailer REIT. Lots more to share that are not reits if your interested, like VZ and OMF👍
Ahem.... VZ 42c p p p printing 🥳🥳
Honestly he looks like an average standard investor who trades his portfolio a lot because he is bored. He was building a position in INTC for a while which seems a bit suspicious, but debatable whether the US taking a dilutive share in INTC (based on money that was looking like a donation before), was actually good for the stock. And he's dumped all that last week, probably only for a small profit, below market performance. He buys a lot of well known "value stocks" - UNH, HOG, VZ, F. Seems drawn to falling knives. AAPL is his tech major of choice, lol. Also lol at SMCI
TMUS, T, VZ all tanked on this news. Not sure how this effects their Oligopoly. I thought ASTS would be more effected.
I am holding the stocks I’m in love with (ASTS, RKLB, PANW) for the long haul. I’ve shifted some money into high dividend stocks including PFE and VZ. VZ is like a utility at this point.
I’m with the other guy sorta, it isn’t risk free but it really isn’t *that* outlandish to beat the market over time. There are some pretty obvious loser companies and weeding just some of those out will put you ahead. For example a quick glance at top 100 by weight (of spy), some companies I wouldn’t touch for long term outperformance: T-Mobile- ranked 29, no revenue growth over 3 years (actual decent margin expansion tbf), low dividend compared to peers, more expensive compared to peers, and a telephone company which just are kinda lame nowadays UNH - ranked 30, may be closer to a value now but historically expensive and shitty company. Highly hated by their customers. Lots of societal pressure against health insurance and their increasing rates, potential legislative issues, rising competition with a shift away from shitty insurance. I think it may be decent over 5 years, but I’d never buy it and for 10+ years I’m not sure I see a future where they can continue raising rates the way they have the last decade. WFC - ranked 33, but has long history of fraud, high debt, no growth over 5 years, expensive compared to peers, lower quality compared to peers, lower dividend compared to peers. I’d never buy this over other banks. T and VZ - 45 and 52, kinda similar to TMUS but cheaper and higher divs. They’ve been struggling and I don’t see their future getting much better. BA - 58, government won’t let the fail but doesn’t mean they’ll be a good investment. Like WFC they have a long history of poor management, quality issues, and financial stress. People may chase falling knives but why would anyone buy this company? Intel - 100, need I say more here? So there we have 7/100 companies that are dogshit, could also argue mag7 is very expensive and overweighted (like 30% of the etf). So could make your own mini etf excluding these crap companies and properly weight the mag7 likely causing you to outperform. Ofc it’s riskier, takes a bit more effort and you can’t just set and forget, ETFs change their holdings and sometimes you should too. I would advise anyone buying individual stocks to track your performance tho and make sure your risk adjusted returns are worth it, maybe check in every 5-10 years. Most people can’t beat the market, they’re too emotional or gamble, and should just buy ETFs. But the benefit of beating by just 1-2% over a lifetime is HUGE for those who can. For reference I just checked my returns for the last 5 years. I had a beta of 1.64, portfolio *risk adjusted* alpha of 151.82% with a sharpe ratio of 1.476. I don’t expect to maintain this rate of returns for my lifetime, but even half of my cagr for the next decade or two and I’ll be doing alright.
I tend to agree for growth stocks. I wheel stodgy dividend stocks like KO, ET, and VZ. Also, I do it on margin against my growth portfolio so it is additional income to my growth stonks.
WMT, SOFI, VZ, KO, HOOD to name a few.
"Because I am talking about WMT as an example". When??? Just now??? I used KO specifically because you gave a list, VZ, WMT, KO.
No - first if it’s in ex dividend you will attract the sharks , it will get called away and you will lose the per share dividend profit x 100. Second if it gets called away you will lose any profit from an uptick after assignment- that’s why it got called away so fast, it’s going up past your assignment point . Last assignment can cost you, there are associated charges . The best case for a covered call is a low volatility stock - VZ , WMT, KO ( Coca Cola ) . You sell higher strikes for less premium, they expire worthless and you keep the premium. You put up 100 shares of WMT maybe 10K and you will maybe make 150.00 - but if you keep it tight , one a week don’t go out too far , that same 10,000 worth of stock can make you 500-600 a month . 100,000 same scenario can make you 5000-5000 a month - that’s how covered calls are effectively done - passive consistency income
I mean you can wheel it. The dividends are what this stock is all about tho. I wheel VZ, at least it has a bit more movement.
180bn valuation? They are going to be almost bigger than T, VZ and close to TMUS?
Covered call funds can generate a good dividend. JEPI is the famous one but there's others too. Think they're at 8 or 9%. Brazilian stocks are cheap. But there's some political risk. VALE pays around 10%. I'm in PAGS which does about 9%. Plus they do stock buybacks on top of that. I've said before here why I think VZ is good and safe. Pays around 6.5%. Write covered calls on it and earn even more. Or you could always do bonds. Though with inflation looking foreboding maybe I'd hold off on that. I like MO. I don't like PEP.
I like VZ better than all the others. Not all dividend stocks are created equally. You are doing yourself a disservice by not utilizing Drip. Drip is one of the super powers of dividends. Wendy’s is not a stock I would be excited about.
I asked chatgpt for a list of dividend stocks between $10-30. Here's the list: T VZ
Noticed this earlier today, but some boomer or one of you regards bought a VZ 45C worth .55 a share for around 1.90 a share and it sold like 65 calls. Bags were exchanged heavily in that transaction.
Whoever sold VZ 46c this morning for $1.89, congrats on passing the bag
I much prefer VZ at 10.47x with a 6.10% yield.
VZ said it like 20 times in the first 2 minutes in the oval
Can someone buy VZ calls so it goes down thanks
VZ got me a steady uptick on my 44.5c today.
biggest short opportunity? when berkshire bought new stakes in D, VZ, OXY, it immediately tumbled over the years as institutions start short selling his stocks as a contrarian play knowing well that retail will try to emulate his success. same thing for UNH? already crashed from 14% to 9%
take profit, i said earlier it berkshire new stakes always gets shorted, see OXY VZ. UNH has alr been shorted from 14% to 10%
selling off all my UNH today, berkshire new stakes are known to lose value and signal for short selling good examples are OXY, VZ, KHC. those who held on to the stocks that berkshire bought has lost 30% till date
I worked for VZ for 12 years (didn't know that VZ owned AOL) and I had no idea VZ still collected over $100M/year from AOL subscribers....in a world of fiber.
> AT&T, Verizon, Iridium and other industry players operate with 10-20% margins. I don't know what AST's profit margins will be, but even if they are just in the telecomm business, you can't really compare the profit margin of a fully terrestrial infrastructure to a space based infrastructure. VZ, AT&T, etc. have gobs of personnel costs to consider as they lay, maintain, upgrade a massive national network. AST needs a few factories and some logistics folks to engineer, construct, and deliver their equipment to a vendor that handles launch. It's very possible AST's profit margin will be significantly bigger than other telecomms, because they're doing something very different than other telecomms.
Starlink has broader coverage, likely slower. I don't think there are enough satellites to scale. Yes, 4K videos and AI requires speed. The cash flow and projections from these businesses are quite predictable and I view VZ and T to be a core fixed income stock.
Have her invest the $15,000 in a safe good dividend stock - like BXMT 10% dividend yield, SPH - 7% dividend yoeld, VZ - 6% dividend yield (and there are plenty like these you can find with research - just look for established large US stocks with a P/E of 15 or less and a history of dividends), then every year buy a different stock meetinf these criteria - by 68 shw should have a nice portfolio of stocks paying regular dividends to supplement SS and perhaps a part time job.
When NFLX and RDDT host a portion of their services on AMZN AWS, none of that needs to pass through ORCL. When VZ and WMT host web services on MSFT Azure, none of that needs to pass through ORCL.
I use Morningstar ratings for this sort of thing. You need Premium, which costs, but is free at your local library. My current five and four star strong buy and buy holdings are: \*\*\*\*\* WU PFE BMY O \*\*\*\* LMT CCI ET GOOG VZ MCD Reply with any tickers you'd like me to look up and I can get you the ratings and maybe the analysis text.
There are a LOT of areas that do not and will not make sense to invest in building and maintaining towers. AT&T, VZ, and American Tower have all reached that conclusion, and all have invested in ASTS. Deutsche Bank believes the MNOs will save literally many millions in capex. AST will have continuous coverage of the middle latitudes with only about 60 satellites, compared to tens of thousands of towers needed for the same. Satellites should last 7-10 years, maybe a bit more, before needing replacement.
Last week's thread top posts with predictions: > [Google: “We made like a bajillion dollars this quarter and will continue to do so next quarter.” The market: SELL SELL SELL 📉📉📉](https://www.reddit.com/r/wallstreetbets/comments/1m32mvr/weekly_earnings_thread_721_725/n3y1a4j/) > >[Tesla: “Yeah uh we’re losing market share by the day, profits are falling fast and our CEO is on drugs.” The market: BUY BUY BUY 📈📈📈](https://www.reddit.com/r/wallstreetbets/comments/1m32mvr/weekly_earnings_thread_721_725/n3y1a4j/) **Incorrect**: $GOOGL finished +1.5% after earnings (high of 4%) while $TSLA finished -4.9% (low of -9.7%) > [*(picture of a dead grandma, likely a reference to the Intel regard)*](https://www.reddit.com/r/wallstreetbets/comments/1m32mvr/weekly_earnings_thread_721_725/n3tgayb/) **Correct**: $INTC finished -8.53% after earnings (low of -10%) > [TSLA is gonna report a quarterly loss and still go up 10% somehow](https://www.reddit.com/r/wallstreetbets/comments/1m32mvr/weekly_earnings_thread_721_725/n3td8xi/) **Incorrect**: $TSLA finished -4.9% after earnings (low of -9.7%) There are other posts predicting the same thing about $TSLA so I'm not going to repeat this > [GOOG will beat and raise, but still -5%](https://www.reddit.com/r/wallstreetbets/comments/1m32mvr/weekly_earnings_thread_721_725/n3u1l65/) **Incorrect**: $GOOGL finished +1.5% after earnings (high of 4%) > [Short Chipotle. I stopped going once I heard they made the physical bowls smaller to save money on food costs. I actually think that was fake news but it became a big news story.](https://www.reddit.com/r/wallstreetbets/comments/1m32mvr/weekly_earnings_thread_721_725/n3wgrks/) > >[I used to be the biggest chipotle fat ass. But people are fed up with the prices and portions. I’m not the only one. If a die hard Chipotle guy like me is done w this place there’s more like me.](https://www.reddit.com/r/wallstreetbets/comments/1m32mvr/weekly_earnings_thread_721_725/n3wgrks/) **Correct**: $CMG finished -11.4% after earnings with a low of -14.5% > [Gonna buy some calls on Scholastic so I can buy a lambo poster at the next book fair.](https://www.reddit.com/r/wallstreetbets/comments/1m32mvr/weekly_earnings_thread_721_725/n4f45rg/) **Correct**: $SCHL finished 23.89% up after earnings (high of 25.43%) > [The 195 TXN puts were selling for around 0.30 at close. At open they’ll be around 4.00, over a 1000% increase](https://www.reddit.com/r/wallstreetbets/comments/1m32mvr/weekly_earnings_thread_721_725/n4lnd69/) **Correct**: $TXN finished -13.92% after earnings, with a low of -14.76% > [Using my VZ profits to go straight into Lockheed calls like a true degen](https://www.reddit.com/r/wallstreetbets/comments/1m32mvr/weekly_earnings_thread_721_725/n4bm4g8/) **Incorrect**: $LMT finished -8.55% after earnings, with a low of -10.95% > [Hasbro calls, fuckers just licensed spiderman for a magic set right out from under the mouse...](https://www.reddit.com/r/wallstreetbets/comments/1m32mvr/weekly_earnings_thread_721_725/n44qpz0/) **Incorrect**: $HAS finished -3.34% after earnings, with a low of -4.78%
I’ve had VZ for years. Started with 100 shares up to about 225 now with DRIP
VZ if the dividend isn't compelling you to keep it, go ahead and sell. I had a lot of VZ at one time but the div eventually wasn't enough to keep me in it. TLSA who knows, if you're not underwater on it, I'd possibly look at that as a lottery ticket. Depends on what the size of your total portoflio is. If TSLA's like 2% or less I'd at least think about keeping it unless you really hate it.
VZ current yield is 6.3% - and the stock is highly undervalued
If it was still good on that dip (was NVDA the one that tanked and you sold low?), BUY MORE is the answer. Hold only good stocks and usually you can hold through dips and even buy more. That's what I recommend. Here are my current holdings at 4 and 5 star buys at Morningstar: 4: CCI GOOG MCD ET VZ BMY 5: PFE GSK O WU
AT&T gives amazing earnings and stock tanks. VZ went up, so TMUS... flat?
I have owned PFE and VZ for 25 years following high dividend investing. Know what it got me? Both are below my average cost. After 25 years!
So the only reason we are up is bc VZ had a decent day?
Cisco is like VZ, T etc, value company giving regular dividends. There is no major breakthrough recent times! In the past, worked more than 5 years in Cisco!
59% of its holdings are in 10 stocks. Right now several of those are down or sideways. CVX. HD. COP. VZ. Also, SCHD only holds about 100 stocks. This is why I prefer VYM.
Using my VZ profits to go straight into Lockheed calls like a true degen
VZ earnings beat. Yeah it’s a boring boomer stock but I can consistently make money off $40p and $42 c. Monthlies are cheap and moves are pretty predictable.
VZ and T is going down
VZ seems ripe for a breakout
Im thinking of shorting VZ, buying OPEN. Nothing else comes to mind right now.
$VZ, $KO, $EQT, $TSLA - I'd bet on those. $ENPH for degenerates.
Believe it or not, VZ calls
Yes, yes, I am. Peter Lynch also gives this advice and I bet he's done better in the market than you and I. I bet he's spent money on streaming services. How has Netflix done in the last year? He probably spent money on his phone. T, VZ, TMUS, AAPL, KRW aren't all terrible choices. He'll be way more invested (get it?) in a product that he uses over SGOV or an index fund. To be a successful investor, you need to have passion for it. No one has passion for an index fund. At this point it's ok if he loses money as long as HE LEARNS something along the way.
Folks who are interested in VZ calls, what's the main reason? They have consistently declined in the past year so I would be interested to hear why it might go up this time
Positions loaded for next week: \- VZ calls \- SAP calls \- INTC puts If I were you, I'd inverse. glgl
I've been bagging VZ since they peaked. I'm almost even after dividends. piece of shit company.
VZ CEO Vestburg is a total dud. he got fired as CEO from Ericsson and somehow failed up to CEO of VZ. he'd probably already be dumped if not for his huge "golden parachute".
Market been ripping but VZ is down only. Earnings either about to be amazing or the company is going to shit
I had a client back in mid-2018, some sort of genius mathematician that did deep math work for a tech company involved with self-driving tech. He'd talk a lot about AI, He told me of 5 companies to consider long. Three were META (FB), NVDA, VZ, can't remember the other two but I think one was either QCOM or AVGO. He lost me at FB and VZ so I dismissed it. Well...it's not like I wanted to retire young anyways.
Turn-around potential/overlooked or forgotten (market as a whole is ignoring anything non-AI anyways) and will pay you to wait: STLA ASX NWL Other ones worth a look (write contracts, build positions): PYPL INTC VZ Figure out some tertiary or follow-on effects and build a thesis around it. Find stuff the market just is (in your opinion) not valuing yet or has a good chance to be re-rated.
> Because unlike ATT, KO, and VZ, VT actually grows at an appreciable rate while also being literally the lowest possible risk you can take in the stock market. AT&T is up 20% year-to-date. KO is up 12%. Not counting dividends. VT is up 10%. And pays half the dividend. Total world stock market just isn't a very good performer. If you want to be overly safe, stick with an American market fund at the least. VT is a trash decision.
I have exactly what you need! It's a pdf, so just click it: [Options for the Beginner and Beyond,](https://www.r-5.org/files/books/trading/schoolbooks/W_Edward_Olmstead-Options_for_the_Beginner_and_Beyond-EN.pdf) by Professor Olmstead of Northwestern University (a prestigious school). Is it "the best"? No. But only because there IS no best. But it's solid, and it's approachable, and it's a great place to start. (Someone's going to come along and recommend Options As a Strategic Investment, and you should read it, but read a practical book like this one first. Just Chapters 1-6 at first, only 52 pages, to get you to LEAPS Calls. Then add Chapter 14, Covered Calls, another 6 pages. Put those 2 things together for the Poor Man's Covered Call and you could stop there. But all the other strategies are in the book too. And use [OptionStrat ](https://optionstrat.com/ub5UtErIu7VZ)to model trades and play around with their parameters. That links to a PMCC on the gold ETF IAU I built for you to study. Have fun!
There are plenty of stocks that make more sense at all time highs than others. VZ, JNJ, UNH, BRKB, EL, STZ
> Why would you buy VT and get nearly no dividend yield? Because unlike ATT, KO, and VZ, VT actually fucking *grows* at an appreciable rate.
Sell 10 September 19 $168 strike calls for $11.65 each. This will immediately give you $11,650 that you can use to buy some value stock. Buy for instance 277 VZ. If NVDA is above $168 on September 19, you will sell 1,000 NVDA for a total of 168,000 that you can use to invest in SPY or something. If NVDA is below $168 on September 19, you can sell another 10 calls and invest in value stocks again
Verizon/VZ. 6+% yield. Stuck in the $40-44 range, which is beautiful for selling strangles.
I just posted this to an above comment but should be relevant to what you’re asking! 10x is on the low end of what’s possible. You’re comparing 1 US based fiber provider (probably not even a good comparable) to a global satellite network provider. Not only does ASTS have contracts with the US’s top 2 telecom providers (ATT and VZ - IE 70% of the market) that is just 1 country. They’re a GLOBAL provider. So each country will most likely have one MNO signed up with ASTS. Each country will have wildly different MNO subscriber counts, ARPU (avg revenue per user), and adoption rates and we’ll just have to see how that plays out but being in the telecom industry for 20 yrs I can tell you… build it and they will come. All of the future revenue estimates are on the very conservative side and they still blow it out of the water. And thats just the cellular/MNO side of the business. https://www.statista.com/statistics/738977/worldwide-monthly-data-traffic-per-smartphone/ Then there’s the DoD (Golden Dome + OPS communications) and Firstnet (government funded) portions as well as the IoT sector (think self driving cars or delivery drones needing an “always on” connection/network). Once you have an “always on” broadband network it can open up so many possibilities. In some countries this may be the only option for connectivity. It will open up mobile banking, regional trade, online education, and so much more to areas of the world this was never possible or prohibited (think 1 online cafe for a whole village or town). Once the first constellation is up (providing low band spectrum - 850 MHz in the US with ATT/VZ) then the midland (see Ligado deal) and high band (Cband) spectrum shells/constellations will supplement that low band spectrum (more data throughput, more connections possible, better/faster speeds, etc) This is the same thing that happened during the 4G/LTE evolution terrestrially. For example, ATT first started with 700 MHz (1C), then they went to 1900 MHz (2C), 2100 MHz (3C), 2300 MHz (4C), 850 MHz (5C) and Cband (6C). These are what they call “carrier adds” within the 4G/LTE program. They provide additional frequencies that each phone can connect to depending on traffic, connection/ping type, etc. These decisions are made in milliseconds by networking software. Each carrier is an overlay to the existing system and works seamlessly with the other frequencies at that base station. Each cell phone site has a base station and can have 1 or all 6 of these carriers per site - depending on how ATT wants to deploy capital for that region (most cell phone sites in the boonies only need 1-3 carriers vs city traffic requires all 6) The same will happen on the satellite side. If the connection is very weak on the terrestrial side it will automatically connect to the satellite and you won’t know the difference. If you drive closer to a terrestrial tower and the signal is better there will be a handoff that you won’t even notice but will continue your phone call/streaming/data transfer seamlessly. This will also be critical for First responders in emergency situations. Not just forest fires in the middle of nowhere (where current cell phone service is already very limited) but hurricanes/tornados/floods/etc that take out commercial power (what terrestrial cell phone sites run off of. There is limited battery backup/generator backup for these sites when commercial power goes out for multiple days). No commercial power - no terrestrial cell phone network. This changes with satellite connectivity. It will be a game changer!
10x is on the low end of what’s possible. You’re comparing 1 US based fiber provider (probably not even a good comparable) to a global satellite network provider. Not only does ASTS have contracts with the US’s top 2 telecom providers (ATT and VZ - IE 70% of the market) that is just 1 country. They’re a GLOBAL provider. So each country will most likely have one MNO signed up with ASTS. Each country will have wildly different MNO subscriber counts, ARPU (avg revenue per user), and adoption rates and we’ll just have to see how that plays out but being in the telecom industry for 20 yrs I can tell you… build it and they will come. All of the future revenue estimates are on the very conservative side and they still blow it out of the water. And thats just the cellular/MNO side of the business. https://www.statista.com/statistics/738977/worldwide-monthly-data-traffic-per-smartphone/ Then there’s the DoD (Golden Dome + OPS communications) and Firstnet (government funded) portions as well as the IoT sector (think self driving cars or delivery drones needing an “always on” connection/network). Once you have an “always on” broadband network it can open up so many possibilities. In some countries this may be the only option for connectivity. It will open up mobile banking, regional trade, online education, and so much more to areas of the world this was never possible or prohibited (think 1 online cafe for a whole village or town). Once the first constellation is up (providing low band spectrum - 850 MHz in the US with ATT/VZ) then the midland (see Ligado deal) and high band (Cband) spectrum shells/constellations will supplement that low band spectrum (more data throughput, more connections possible, better/faster speeds, etc) This is the same thing that happened during the 4G/LTE evolution terrestrially. For example, ATT first started with 700 MHz (1C), then they went to 1900 MHz (2C), 2100 MHz (3C), 2300 MHz (4C), 850 MHz (5C) and Cband (6C). These are what they call “carrier adds” within the 4G/LTE program. They provide additional frequencies that each phone can connect to depending on traffic, connection/ping type, etc. These decisions are made in milliseconds by networking software. Each carrier is an overlay to the existing system and works seamlessly with the other frequencies at that base station. Each cell phone site has a base station and can have 1 or all 6 of these carriers per site - depending on how ATT wants to deploy capital for that region (most cell phone sites in the boonies only need 1-3 carriers vs city traffic requires all 6) The same will happen on the satellite side. If the connection is very weak on the terrestrial side it will automatically connect to the satellite and you won’t know the difference. If you drive closer to a terrestrial tower and the signal is better there will be a handoff that you won’t even notice but will continue your phone call/streaming/data transfer seamlessly. This will also be critical for First responders in emergency situations. Not just forest fires in the middle of nowhere (where current cell phone service is already very limited) but hurricanes/tornados/floods/etc that take out commercial power (what terrestrial cell phone sites run off of. There is limited battery backup/generator backup for these sites when commercial power goes out for multiple days). No commercial power - no terrestrial cell phone network. This changes with satellite connectivity. It will be a game changer!
If you look at the chart today for SCHD and many individual dividend paying stocks, it all looks the same, along with VZ and GIS. Even broader VOO appears the same. It's primiarly tech and engergy on my radar that broke that mold today. In a vacuum sure the company loses market cap by exactly the amount they pay in cash dividend on ex-dividend date. But stocks don't trade in a vaccum.
Money chasing tech/AI has to come from somewhere. Capital chases the highest risk-adjusted returns. Right now that chase is in the hyperscalers and their AI investments. You don't have to play the wall street game. Price is what you pay, value is what you get. You should not be buying VZ/GIS for growth. They are dividend paying vehicles with low to no growth so the bet there is that they keep paying high dividends and if interest rates go down they will fly (right now investors would rather buy safe treasuries than dividend stocks that yield just a little more but come with equity risk).
That’s fair. I tend to use stocks like VZ and F with when looking/waiting for better plays and needing to diversify out of BN, SPY, etc. Grab some of these “slow and steady” stocks when they’re bullish because it’s marginally better than liquidity just sitting, then I drop them for a tiny profit when something promising shows up. $30 is $30 🤷♀️
Cash-secured puts do allow you to make some money, but if you want enough security (i.e. you don't expect these options to be exercised), then the premium will not be very profitable. Therefore, I prefer to sell puts on margin. I own a lot of high-dividend utility stocks and sell some 2701 TLT 70 puts, 2701 O 40 puts, or 2701 VZ 28 puts. I believe there is little chance that these options will be exercised, and even if they are, I am willing to take them. Volatility is calculated based on the option price, so if you are facing some very illiquid options, you may find that you cannot calculate reliable volatility.
I shared a setup on Verizon a couple weeks back, but it ended up swooping down for a little liquidity sweep shortly after. I maintained my position (actually added to it last week, which has paid off. +190% yesterday, another 45% today on some of those calls). I started sharing details on TradingView if anyone is interested in my analysis : [https://www.tradingview.com/chart/VZ/ceXIGZAs-Verizon-has-stepped-onto-the-launch-pad-Let-s-GO/](https://www.tradingview.com/chart/VZ/ceXIGZAs-Verizon-has-stepped-onto-the-launch-pad-Let-s-GO/) \*queue the crayon jokes lol\*
The trap is that you’re SEVERELY underperforming the benchmark indices by investing into VZ because it appears “undervalued” on the surface. You would have FAR greater and more outsized returns simply by putting your money in the S&P500.
Not at all. If you invested in VZ 30 years ago and the price went nowhere but you have seen your dividends come in as expected - what is the “trap”? Thats exactly as expected, and as the other guy posted earlier - basically a bond.
Oil is the next landline telephone industry. China will sell more plug ins than the US will sell cars next year. Europe is just behind them. Eventually the US will pull their heads out of their asses and invest in and buy EVs. Oil isn’t going away over night but it’s a dead man walking. Look at T or VZ returns if you want to see the future.
PEP (1) -15.52% BB (5) -3.36% VZ (2) -0.50% PYPL (1) +6.80% AMZN (1) +8.40% INTC (5) +9.46% F (5) +12.31% AXP (3.14) +25.87% UBER (1) +28.17% TKO (21) +33.12% LYFT (2) +37.73% Started investing about a few months ago. I think I’m doing pretty well!
Nahh this is not it. The catalysts are all in the future and the only immediate one is the Verizon DA which is practically priced in given VZ is leasing their spectrum to ASTS per the recent filing.
Not if it is payed via dilution or taking out debt it’s not. VZ has not grown their free cash flow per share since 1996. They are not paying this high dividend yield by intrinsically growing their cash flows, that’s for sure.
A value trap doesn’t have to loose you money. It just has to not have the ability to provide you with growing shareholder value. Again, maybe your definition of a value trap is simply different than mine, which is fine. VZ trades at a very attentive valuation, and on the surface appears very cheap, but has not provided any growth or shareholder value in over 25 years. That’s a value trap in my book.