AT&T: Let Us Talk Business Quality

Jul. 26, 2022 8:14 AM ETAT&T Inc. (T) Stock, , , , 17 Comments

Summary

  • The free cash flow concern is probably misplaced.
  • AT&T should prudently invest in the remaining business as part of the process of whipping those businesses into competitive shape.
  • It is too soon to tell how the strategy affects long-term debt reduction.
  • The real key is an apparent overall growth in the remaining businesses.
  • Slower receivables payment is a concern if it continues to an unacceptable outcome.  However, management is likely to take appropriate action.
  • This idea was discussed in more depth with members of my private investing community, Oil & Gas Value Research. Learn More »

AT&T To Merge Warner Media With Discovery

Justin Sullivan

(Note: This article appeared in the newsletter on July 22, 2022.)

There is a big market concern about the recent drop in the free cash flow of AT&T (NYSE:T). That is precisely the wrong thing to be

I analyze oil and gas companies, related companies and other companies like AT&T in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here for a free two-week trial.

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Long Player believes oil and gas is a boom-bust, cyclical industry. It takes patience, and it certainly helps to have experience. He has been focusing on this industry for years. He is a retired CPA, and holds an MBA and MA.

He leads the investing group Oil & Gas Value Research. He looks for under-followed oil companies and out-of-favor midstream companies that offer compelling opportunities. The group includes an active chat room in which Oil & Gas investors discuss recent information and share ideas. Learn more.

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