LongGameEquity
Long-Term Investor, AI & Software
Verizon is gaining subscribers, cutting operating and capital spending and increasing capital returns, yet trades at an undemanding valuation that likely does not reflect the full value of those initiatives. Long-dated options on it are fairly cheap. x.comÂ
Verizon and AT&T generate plenty of cash flow and can slow their spending if needed. Cell phones are widely used, and the carriers' metrics look fine. x.comÂ
AT&T's dividend backed by free cash flow and buybacks could offer a place to hide if things get uglier. At ~9x 2026 EPS, it has a ~12% FCF yield, ~5% dividend yield and ~6-7% buyback yield. ~$2.8B in repurchases left under the 2026 target implies buying equal to ~6-7% of normal daily volume into year-end; its 5%+ dividend is backed by $18B+ in FCF. Starlink is a threat but seems overblown; the stock can get cheaper, yet AT&T diversifies exposure to new-paradigm bets such as SPCX. x.com x.comÂ
Nobody owns enough of the boring telcos, including Verizon, Nokia, Vodafone and AT&T, though every major leading theme, from space and defense to data centers and connectivity, converges on them. @Uzocapital points to sum-of-the-parts angles such as Vodafone's European joint venture with AST SpaceMobile. x.com x.comÂ
The JPMorgan Nasdaq Equity Premium Income ETF suits retirees who want to keep their capital while drawing spending money. At about $0.64 a month per share, 5,000 shares would pay roughly $3,200 monthly, and the income can be dollar-cost averaged into other investments while the cost basis stays intact. Many skip it to try to outperform, and @moneymaker7723 questions how it would hold up in a bear market. x.com x.com x.com x.comÂ
AT&T could bounce after falling about 33% in roughly two months into a notable area, while it carries a 5.4% dividend yield. It is worth a trade over the next 3-6 months. x.comÂ
Pfizer has reached the point where all the negative news is priced in, and its 6-7% dividend pays holders while they wait. Earnings are done, though the stock has tested patience. x.comÂ
The Schwab U.S. Dividend Equity ETF can generate meaningful passive income. Holding 20,000 shares at roughly a $0.25 quarterly dividend would pay about $5,000 every quarter without effort, enough income for some people to retire on. x.comÂ
JPMorgan Equity Premium Income ETF pays nearly $0.39 a share each month, so 10,000 shares would generate about $3,900 a month without lifting a finger, income you could retire on. x.comÂ