hello everyone and thanks for tuning into the financial investor channel my
name is Brent and today we're gonna be covering for stocks I am watching in
December and if any one of these stocks comes down to either be an opportunity
to purchase I will end up buying it in the month of December so I've been
talking quite a bit about Centrelink and you know I talked quite a bit about the
company I research the company especially with the FCC net neutrality
thing going on on the 14th of December so this month for stocks I am watching
all have to do with telecommunications three of these I'm currently holding one
of them I'm taking a look at so let's go ahead and get into it I'm not going to
be covering centrally too much in this video but it is on my for stocks I am
watching this month on as far as you know net neutrality goes I posted on my
facebook website the snippet that I found on how 2005 Madison River was
blocking VoIP Comcast was not denying peer-to-peer services such as utorrent
BitTorrent you know those touring teen things 2000
709 AT&T was blocking Skype blocking voice because it competed with their
cell phones metro pcs which I believe is now warmer they were blocking all
streaming except for YouTube 2011 13 AT&T Sprint and Verizon all blocking the
Google Wallet because they competed with their services so you can kind of
continue reading and reading tethering FaceTime and so on
so going forward at net neutrality gets knocked down what services are gonna be
affected by these major ISPs are they gonna allow you to connect and use
Google Wallet again are they going to block Skype are they gonna block
FaceTime are they gonna block anything about YouTube are you gonna be able to
access your favorite streaming websites are you gonna have to purchase a TN
t--'s direct package you know their DirecTV package in order to even stream
anything so those are some questions you need to be asking yourself and as an
investor in AT&T CenturyLink and Verizon which are some of the four I'm going to
be watching with an additional one you know it's great to be a shareholder
they haven't had a lot of movement in the last couple years so let's go ahead
and just jump into I'm gonna cover my first three very quickly because I am a
current holder of them Centrelink has been on a downward trend
they've missed their earnings per share every single quarter for the last four
quarters and maybe even prior but going forward I believe they're gonna be
turning this thing around they have a lot of free cash flow the main reasons
they lost a lot of their free cash flow is because they did acquisitions and
they're acquired new businesses so such as they had a lot of 12 billion dollar
acquisitions level-3 was one of their first 32 billion dollar acquisition and
that kind of drew down their free cash flow but it wasn't because they're just
kind of spending money out crazy this was a legitimate purchase in like a
really nice company level 3 has really good management they had a very nice
stock they have very nice free cash flow they have really good earnings potential
you know they've been increasing their earnings over 1 to 2 percent per year so
going forward essentially it's going to be turning around and I could actually
see them within a 20 to 25 range and it's going to be changing as far as
Centrelink goes for the year they are down currently 41.8 they're sitting that
around a 14.5 percent yield there they've actually talked during their
quarter 3 about not cutting back their dividend because it's an important
aspect for their shareholders so FCC wise this is one that'll be affected by
the net net neutrality being taken down second stock I'm watching in the month
of December is Verizon now Verizon it's a telecommunications company they
actually do very well they are currently down eleven point nine three percent
this year I bought back in August timeframe a very big deep dip I'm
actually currently up in the position you can see I had major swings I was up
ten twelve percent it came back down recently but with again FCC plans to
abandon hled and this is a huge boon for ISPs the Internet service providers
being until a communications field be engineer being just you know I read
about technology day-to-day because I'm trying to keep up with this stuff and
you know it's it's gonna be an important thing I've been taking a look at how
it'll affect all the services what kind of services that may affect and I don't
know it's hard to predict these sort of things but it could have some sort of an
effect on lots of those services out there third shock I am watching in the
month of December is AT&T ticker symbol T now AT&T is actually one of the better
of the prior three between Verizon and Centrelink I would actually invest an
AT&T prior but my position my equity inside both AT&T and Verizon is
currently at a point where I you know I don't want to exceed that point I
believe when we're on five to six percent invested and both of those
companies and I'm trying to invest and increase my equity and Centrelink right
now but there is another one on the you know that I'm watching right now if it
continues to you know depending on how it goes we're actually gonna be taking a
look in screening a couple of use like soft screening so AT&T three out of the
four quarters they were really positive now your today AT&T is right in the
middle they're not quite as down as far as CenturyLink and they're not you know
Verizon isn't too bad in itself but AT&T is currently down eighteen point one
five percent this year I believe I am Dan in this position I bought it again
back in August timeframe and I believe I'm currently down in this position but
going forward with the AT&T Time Warner merger
you know the buyout it's really in the force right now they are it's going to
the judge level I read something today about their they hired they put the same
judge that they put in for a comcast I think and some other some other I was
reading a bit about it I don't know where it's at so I'm not going to talk
too much on it but again another stock affected by the FCC ruling now the
fourth sock I am watching in the month of December is Comcast and this is
actually one that I've never actually taken a look at until now maybe I took a
look at them but that will yield didn't my screen test but if I were to take a
look at Comcast they've actually beat their earnings per share the past four
quarters and possibly even longer taking a look at just their balance sheet
really quickly quarter to quarter they've been going up
very nicely annually they've been going you know they had a bit of a dip in 15
they may have been like an acquisition or purchase something but cash
equivalents has been very well the main thing here is their assets have been
increasing let's take a look at their long-term assets their long-term assets
has been in Korea at increasing and short-term asset doesn't really matter
as far as long-term debt that's been increasing slowly not anything near what
their long-term assets or investments have been growing up their free cash
flow is currently positive they had a negative back in 2015 so they're
actually pretty positive so very nice-looking you know company without
diving to further into it they're actually up this year
so out of the three other telecommunications companies that I
covered Verizon AT&T and Centrelink this is the only telecommunications that has
actually positive for the year by 3.9 and look at this it's actually going
back down to about a great opportunity to buy if I looked at their 52 week low
as there's a showdown here I believe it showed over on their
summary 52 week range $34 and one penny so this is very nice off that 32 week
low now quickly kind of look at them you know CenturyLink one of the main reasons
I had bought this just because the yield the price it had a very nice value it's
free cash flow was up quite a bit since you know I had taken a look at the stock
all these portions here were they had a big dip you know they had an acquisition
back in Oh 8 they had an acquisition in 2011 2012 they had an acquisition in
2013 and they just had this big 32 billion dollar acquisition with level 3
so their free cash flow is getting chunked but they were in the billions
they had to give up a little bit out their free cash flow they're back down
in the million but level three has some very nice free
cash flow Centrelink has some very nice free cash flow with the FCC's ruling
it's going to increase their services that they're able to provide they're
going to be able to charge additional fees it's going to be changing quite a
bit price the book value when I purchased the stock they were at a point
six five point six five price to book value I bought it right back in
September so it was actually bright back here so they had around a point it looks
like maybe 0.8 hi I've been buying the stock you know for the last couple
months and weeks I just did a couple additional purchases here is their new
price the book value that jumped over one so it's actually at a nice but
valued biased now it's overvalued for its current
price to book value in the sense but I bought it when the
book value of the actual price of the book you know price ticked a person the
book value was low now if you're buying it yeah and their price to earnings is
actually pretty high in comparison to everything else as far as
telecommunication goes if we just go ahead and bring in all the other
telecommunication providers you can see here that Centrelink is at the top as
far as price to their earning potential right behind by Comcast than AT&T and
Verizon is at the lowest now just taking a look at their book value here the
central link is at the lowest as far as book value you're probably getting the
best you know you're getting the best price for your value amount follow right
behind by AT&T so AT&T and then Comcast and then Verizon so out of all of these
you know the price price to the actual book value of the company anything below
three it would be a considered a value investment
now I don't know about well should we take a look at so I want to take a quick
look we'll take a look at price and yield so right now Comcast as you know
for the year they're currently down there at a $35 point looks like prior
back and about a year ago they're probably down and you know 34 dollars
and one penny was there 52 week low so if this continues to kind of go down
which I don't see it going down they've actually had very nice earnings for the
past four quarters they've been doing really well so this is something that's
kind of unexpected in comparison to what they've been doing as far as earnings go
I would like to take a look at what their revenue free cash flow and net
income has been for the last five years and they're actually up so you can see
percentage-wise their free cash flow is up 22% their net income is up 33 percent
their net income I'm sorry their revenue was up 33 and
their net income is up 40% so they've actually done very well and this is
actually one that's that I think is very nice as far as investing in Centrelink
you know they kind of down for the past three years but you know
they've been kind of in the dirt and they've been spending money on
acquisitions AT&T wise let's take a look AT&T is huge and the income in free cash
flow and revenue and that Lynn those last three years and Verizon Verizon's
gone down a little bit and their free cash flow that's because actually I
don't know if any acquisitions they had a yahoo and I think that may have been
like the last one that they've done and then their revenue here his negative
2.09 in their free cash flow is up 36% so I
just kind of taking a look at quite a bit of these you know Comcast itself
doesn't look too bad AT&T looks like the winner as far as you
know investing for the long term just looking at that free cash flow that
they're pulling in you know how much has crease in the last three years you're
still getting a pretty decent value let's take out that percentages you're
still getting a pretty easy value you know 3.0 is where the price in comparing
you know you're paying a hundred and seventy-one percent premium a 1.0 would
being that you're currently paying at that price is equal to the company's
book value so you're only paying you know a little over for the premium of
the price in comparison to its actual book value so that's actually not too
bad so I'll leave the rest for you guys to kind of decide but those are the four
stocks I am watching right now and I'm not gonna take a look so Centrelink you
know I've been by an increase in my equity in that one Comcast that's not
another great buying opportunity I think I don't think it'll drop down any more I
may take a look at what was the lowest hair point sometime in the last month or
so and try and put in some buys some limit buys in there
AT&T it already felt probably to its support line and it's kind of bouncing
back up depending on how their merger grows with Time Warner when it when it
you know when it comes into a fact and how the SEC ruling is I could see 18 t
just kind of continuing back up into the 38 $40 range for risin its you know it
already hit the bottom of you know it kind of hit it's support back down and
July I believe that's when I bought the
Verizon back way back when when I transcribed the Robin Hood
I bought Verizon Fred at that dip so I haven't bought any additional Verizon
lately I've already have a pretty decent good position in there but I can see
this one you know they had a yield overrun 5.25 somewhere in that time
frame so if you had actually looked into quite a bit of these stocks you could
probably get a really good deal right now
so looks like all of them in a sense are undervalued in comparison to their yield
to current price but only a few of them are you know Book value below 3 what do
I have here so Verizon is probably the most
expensive price do you Book value and then the other three paying a premium of
300% or less is actually not a bad buy in AT&T has the most free cash flow and
that income and revenue so that is it for this video if you enjoy these if you
thought my stock picks were pretty good to watch for the month of December go
ahead and leave yes I like your stock picks in the bottom of the comments if
you think that there's something else in here that I can kind of add that has to
do with telecommunications that's going to be affected by the FCC for the
positive go ahead and leave that on the comments below and if you have any
questions about anything that was covered today go ahead and leave that in
the comments below I always like to have comments in the comment section I like
to read and I will always respond to your guys's comments so again thanks for
tuning in if you're brand new to my channel go ahead and subscribe if you
liked the video hit the thumbs up button thanks for tuning in and I will see you
next time have a great day
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