Barron's Streetwise Verizon and AT&T Have Traded Places
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Aug 22, 2025 Verizon’s strong dividend yields and potential for a stock bounce take center stage, alongside insights from a Wall Street bull. The podcast delves into Target's earnings challenges and a notable decline in U.S. alcohol consumption. Comparisons emerge between Verizon and AT&T, highlighting AT&T's strategic realignment and successful debt reduction. The discussion also covers Verizon's strategic expansion, particularly through fiber broadband, and its evolving place in a competitive telecom market.
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Verizon Looks Undervalued Versus Peers
- Verizon currently yields just over 6% and looks undervalued relative to peers after recent underperformance.
- The stock's low valuation could offset flaws if execution and results improve.
Close Call With A Heron While Driving
- Jack nearly hit a large waterfowl while driving past a pond and avoided a collision at the last moment.
- He reassures listeners both he and the bird were fine after the close call.
AT&T Has Replaced Verizon As Market Favorite
- AT&T has surged since refocusing on wireless and fiber, returning 87% since last March while Verizon lagged.
- Verizon now trades at a large discount to AT&T, reversing a five-year premium relationship.