Shah Gilani just dropped an absolute bombshell with his latest “Buy This, Not That” and if you’re not paying attention, you’re going to miss out BIG TIME. We’re talking telecom stocks today and holy smokes, does Shah have some insights that will absolutely blow your mind! 🤯
Now, we all know AT&T (T) is a staple in many investment portfolios. As Shah points out:
“T is probably one of the most widely held stocks in America. 60% of its outstanding shares are held by institutions. So that means that 40% is held by retail, mom and pops, investors like you and me. Guess what? That’s pretty cool.”
And with a juicy 6.22% dividend yield, it’s no wonder! Shah is pounding the table on this one, folks. He’s calling AT&T a BUY even at recent highs. If you’re looking for a solid income play, you need to be loading up on T shares yesterday!
But hold on to your hats, because Shah’s just getting warmed up. When it comes to T-Mobile (TMUS), he’s singing a very different tune:
“Yeah. I like the earnings growth, which have been pretty solid at, year over year earnings growth has been 22%, which is pretty good, while AT&T has actually been negative. But I don’t know why I wouldn’t buy this for a capital appreciation. There’s plenty of other stocks where I would look for appreciation than in T-Mobile, symbol TMUS. So, no, it’s not a buy.”
You heard the man – steer clear of TMUS! The paltry 1.46% dividend yield just isn’t worth it.
Now, Verizon (VZ) might tempt you with its 6.58% yield, but Shah warns that danger lurks beneath the surface. They’re paying out nearly 100% of income to maintain that dividend, leaving precious little to actually grow the business. If they cut that dividend, shareholders are in for a world of hurt. No thanks!
But here’s where things get REALLY interesting. Shah’s got his eye on a little-known company called Gogo Inc. (GOGO) and he is FIRED UP about it!
“Gogo, I actually like this stock. It’s actually a buy. It’s a speculative buy here. No dividend. But this is swinging around $9.76 right now, thereabouts. So the low is $8.12. So on a speculative basis, if you bought it here, why wouldn’t you wanna buy an unexpected basis? Because well, if it goes lower, the recent low is $8.12. That’s about 18% lower. You might wanna pick up some more there. At least be confident that if you bought it and it went down, maybe you would average down. But I don’t know that it’s gonna go down because, to me, it looks like it could just about see a golden cross where the 50-day moves above the 200-day, in which case the stock could go to $15.”
Did you catch that? Shah thinks GOGO could soar over 50% from current levels! With a 38% profit margin and 49% earnings growth, this stock is an absolute rocket ready for liftoff. 🚀
So here’s what you need to do:
- If you don’t already own AT&T, buy some shares ASAP for that sweet, reliable dividend.
- Avoid T-Mobile, Verizon, Vodafone, and Orange like the plague.
- Take a hard look at Gogo Inc. – this under-the-radar pick could be the biggest winner in your portfolio this year!
As always, Shah and I will be here to guide you every step of the way. The telecom space is sending mixed signals, but with the right picks, you can be ringing the register in no time!