My AT&T RunThere's an incredible amount of investors I've followed that are very pleased with VZ stock's performance during the past years. Fundamentally speaking, yes, indeed Verizon has a cleaner balance sheet, way less debt, and it has done a really good job at being a decent rival for AT&T within America. However, I have strong reasons to believe that AT&T is not a fundamental play. What do I mean by this? We live in 2020, and for the past 20 years, the market leaders are those who innovate, but also those who keep innovating the fastest. Back when the internet wasn't our god, companies didn't have as much pressure for innovation since information itself couldn't even be shared massively and at the speed, it is done now. So back when Buffet was buying shares, earnings would most likely be given back to the shareholders rather than being reinvested in an asset so intangible like research&design. And in no way, I am shitting on Buffet's strategy, he's a billionaire for a reason. But what if I don't want to wait 50 years, or better yet, what if we aren't as lucky as he was were he has been able to purchase stocks during 3 major economic recessions?
AT&T isn't a fundamental play because its true value can't be pinned down to a balance sheet. AT&T is set to be the face of 5G here in the west, competing against Huawei, who in my opinion, already one the first few rounds. The US Government made the announcement that Hong Kong is no longer independent from China. The US is also legally fighting Canada for the extradition of Huawei's Chief Financial Officer. So why would the US make a global announcement that just empowered hundreds of Chinese investors, including the government? Isn't all the mainstream media telling you that there's a trade war? Would you even know that the trade war began because of the 5G race? Anyways, all I am trying to say is that AT&T will be the leader of 5G here in the west, regardless of how much debt with have, and if you cannot see the value in that, then I don't think you understand how powerful 5G actually is.
Another intrinsic value that I see is that AT&T owns WarnerMedia. Can you see the power of being the largest cellphone provider as well as one of the largest media providers? It seems too good to be true. Data recollection through cellphones in order to produce specific content based on that very same data. Disney owns literally every media company out there, so I guess I also see the value in being independent of them.
What will my strategy be like? Based on the shorter time frames, I believe there will be another price dip, and when that occurs I will enter my position. I plan on buying shares for my retirement portfolio, as well as for my trading account. Even though I will be holding for the long run, it's still a nice stock to trade around. (Aiming to buy at 28$ )
5g
AT&T: The western face of 5G?Pompeo announced this evening that Hong Kong is no longer an independent part from China. Chinese investors and business people are buying as much influence and shareholder stake in HK. Who benefits? China. Anyways, on top of the announcement, the CFO of Huawei was denied extradition proceedings. So far, U.S can’t prosecute yet. Quite unfortunate given the announcement the U.S Government made earlier.
My thoughts - Huawei is so far the leading company in 5G, the US knows that and it has come to terms with a closed door alliance with China. If you can’t beat them, join them, so that you understand them, and then try beating them again lol.
Back to my question, for any one out there who wants to discover the real truth, for those who question everything, even what’s on CNN, do you think it’s a good time to buy AT&T? Like, yes it holds loads of debt, but I think the real value is that they are the only company that has the reach and resources atm to compare shoulder to shoulder with Huawei . Plus, if Huawei has completely dominated the Easter world, shouldn’t we take some western pride too? Or what’s every one thinking??
What will I do? Follow up tomorrow morning.
NOK Long UpHere is another 5g stock idea...
We have been having a strong upward trend and since it is in this relatively new space it has the strong upward Potential!
World’s Fastest 5G: Nokia Beats Ericsson With New 5G Speed Record via @forbes www.forbes.com
They also have a relatively low market cap which if successfull could bring on a lot of investors...
Bought 850 at 3.92 USD
Nokia may be worth nibbling as it approaches supportFactset, an agency that polls analysts, released a newsletter today titled "S&P 500 NOW PROJECTED TO REPORT A YOY DECLINE IN EARNINGS IN Q1 2020." The newsletter shows that analyst estimates of S&P 500 earnings have fallen from an expected 7% growth rate in Q1 to an expected -0.1% growth rate, and they're still coming down.
However, the newsletter also breaks things down by sector, and when you slice it that way, things look more complicated. The hardest hit sectors are materials, industrials, and consumer discretionary, all poised for double digit earnings decline. A few sectors are still poised for earnings growth in Q1, including communication services, with a 13+% growth rate. Information technology and utilities come in second and third place, with projected growth over 5%. Also set to grow are healthcare and real estate.
Now, earnings expectations likely will continue to decline, and even the outperforming sectors will fall with the rest of the market. But the outperforming sectors will start to find support sooner, and they will get outsized bounces when the market rallies. I don't suggest putting a lot of money here just yet, but it's worth taking a few nibbles at attractively valued companies in these sectors.
Nokia has support from about $3.30-3.50. The company has an attractive PEG of about 0.73, and it's been signing lots of deals lately in connection with the rollout of 5G. It plunged after suspending its dividend last year, but as the company recovers I think we could see the dividend return.
FIVG will reach USD 25 or even USD 24?Looks like FIVG is going to the 24-25 price range... As an ETF that tracks 5G related stocks, on the long term should be a great investment. A good entry point soon? What do you think?
AMD Pushing For All-Time HighGood morning traders,
AMD recently updated the public with some pretty big news in regards to the Google Cloud platform.
Pattern Recognition:
- Bilateral Ascending Triangle
DotomJack
As always, please do your own research prior to investing. I'm not providing financial advice nor am I a financial adviser.
Sprint is certainly sprinting for $9.00With the recent merge of Sprint and T-Mobile, we watched the stock pump 70% after-hours. Yesterday I decided I'd be a bit more patient with Sprints movement, only entering with a semi-small account at $8.28 (at time of publish, up $.4856 per share). I than used this to determine likely movement to today and decided to buy call a few hundred contracts with a strike of $9 by Feb. 14th, although I wasn't entering this trade thinking I'd stick around. Within about 2 hours I had reached my target and decided to pull out. Sprint looks like it most definitely can push above $9, waiting for the breakout of this bilateral triangle (meaning prices can dive either way). As I come to the end of writing this, I've decided to re-enter if we can breakout before the market closes.
DotcomJack
Please do your own research before investing. I am not providing financial advice nor am I a financial advisor.
Skyworks: Momentum Chip Stock Pulls Back to Old HighSkyworks Solutions has been flying on strong demand for smart phones and hopes of a big 5G buildout. Now it's pulled back to a level where traders might want to take a look.
SWKS broke out to new record highs in December, above the $115 zone where it peaked in November 2017 and March 2018. As often happens, it was a case of "buy the rumor and sell the news." Earnings last Thursday were good, as expected, and traders responded by taking profits.
Several analysts raised their price targets, including Raymond James, Needham, Canaccord Genuity, Citi and Craig-Hallum.
SWKS continued its slide Monday as coronavirus fears dragged on the broader market. But now that the stock is trying to stabilize at the old resistance zone, some momentum players might get interested. It's also making a slightly higher low than its earlier pivot on January 6. Traders may want to use that same area for risk management.
SWKS could also move on Apple's earnings report this afternoon because it's an iPhone supplier.
SWKS BUYBuy signal at 123.10 $
Skyworks Solutions Inc . designs, develops, manufactures and markets semiconductor products, including intellectual property. The Company's analog semiconductors are connecting people, places, and things, spanning a number of new and unimagined applications within the automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet and wearable markets. Its geographical segments include the United States, Other Americas, China, Taiwan, South Korea, Other Asia-Pacific, Europe, Middle East and Africa. This company develops 5G technology.
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AT&T CFO signals reiterates strong guidanceAs AT&T's stock dips on the ex-dividend date today, traders may want to take advantage of the buying opportunity. Communications services are likely to be a solid sector this year with the 5g revolution coming, and comments by AT&T's CFO indicate that the company has strong execution right now.
The CFO reiterated the company's EPS guidance of 3.60-3.70, above the Street view of 3.58. He also said that AT&T is buying back more shares than expected, and that it also has exceeded its target for cost-cutting this year.
AT&T is a great stock for both growth and income, with a P/E of about 11 and a dividend yield above 5%.
MSI Long & Short Term Bull CaseThis is a monthly & Daily snap shot of MSI. It has severely lagged the move we saw in $AAPL & indexes into ATH's last year & as markets continue 2 show strength in the face of geopolitical uncertainty 5G as an industry has become very undervalued when viewed in terms of the largest tech/consumer discretionary on the planet. If this bull market keeps going as it has for a decade now & infrastructure spending continues 2 increase globally theres a good chance we see this guy play major catch up with the NASDAQ & AAPL going forward.
Nokia a long-term recovery playNokia's stock price bombed after its last earnings report. The drop was definitely justified given its change in outlook for 2020, but the 2021 outlook still looks good. In two years, I think we see $7 per share for this stock. It could happen sooner if Nokia starts to execute better. Short-term, I see bullish divergences that suggest momentum is coming back into the stock. The Reverse RSI indicator also flashed a buy signal.
Atnt- T - Long - bullish trend in MAs looking +10% safe in 2020Looking at the 20, 50 and 200 moving day crosses and relations back to 2009 seem to indicate T will test the recent 52-week highs break through and consolidate before boosting up on 5g cycle follow-through. T is trending to be a $50 dollar stock by the end of 2022
Watch for the cross of Moving averages in the weeks to come to confirm a long trade or even a multi-year investment (5% div)
I am long T
QCOM 5GWith 5G release imminent, Qualcomm aims to be one of the biggest exporters of this service, behind Huawei. This bullish fundamental analysis is also based on present chart patterns including a bull flag on the daily chart, a clear parabolic uptrend, a LARGE bump and run, a bullish MACD, and a possible break above the mirror top level that was provided by the previous massive bull run. Will QCOM soar?
Intelsat$I (Intelsat) is a long term player in the coms race. If it can violate the diagonal resistance around $6.75 with volume, i will looking for an entry. Patience and confirmation are key. Less is more.
Key Chip Stock Has Pulled Back After Monster QuarterChip stocks are the best performing major industry group so far this year, and Applied Materials has been one of the strongest in the index. The provider of semiconductor equipment has scored double beats (earnings and revenue) all four quarters of 2020. AMAT spiked to a new record high above $63 after its last report in mid-November, followed by a pullback into the mid-50s.
Buyers have returned to defend its previous consolidation zone between $55 and $56.50. Now the stock is pushing higher along with the Philadelphia Semiconductor Index and challenging another key zone: AMAT’s November 25 and 26 high of $58.42. Momentum buyers may look to add if the stock clears this level.
Finally, a fundamental note on semiconductors in general: While orders slowed for most of 2019, data from the Semiconductor Industry Association showed them turning positive again in September and October. Furthermore, economic growth estimates have ratcheted up lately – especially after last week’s non-farm payrolls report. That typically favors chips because they’re cyclical.
On top of that, 5G networking is expected to drive growth for several years into the future.
$SBES In Breakout Mode Following Anticipation of $10 Bil MergerIt is anticipated that around 60% of the float is now locked and the rest to be locked by hedge funds and whales who will be coming in before the filings for the merger drops. The merging in candidate following all the DD is said to be RockySaaS, owned by $10 Bil Panshi Group.
There is much much more DD in the iHub stickies than can be inputted here:
investorshub.advfn.com
Next resistance points are .0080, .015 and .02 after that it is pretty thin all the way up. Long term PT is around .10