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        1. Authors
        2. Michael Hodel

        设计师怎么学

        Michael Hodel, CFA, is director of communications services equity research for Morningstar.

        设计师怎么学

        设计师怎么学

        We don't expect to make a change to our fair value estimate for the narrow-moat company.

        设计师怎么学

        Finding undervalued stocks among challenged dividend-payers.

        设计师怎么学

        We are maintaining our fair value estimate for the narrow-moat firm.

        设计师怎么学

        We are maintaining our fair value estimate after first-quarter results show resilience.

        设计师怎么学

        Some communications stocks struggle in pandemic, while others benefit.

        设计师怎么学

        Google's online dominance should be able to withstand any shocks.

        设计师怎么学

        Our thoughts for today, tomorrow, and the long term.

        设计师怎么学

        The merger will create an exceptionally well-positioned wireless carrier.

        设计师怎么学

        We don’t expect to materially change our $58 fair value estimate, and we view the shares as fairly valued.

        设计师怎么学

        We don’t expect to materially change our fair value estimate, and we view AT&T shares as fairly valued.

        设计师怎么学

        Reviewing our four 2019 dividend picks, and looking ahead to new ones.

        设计师怎么学

        As telecom and media valuations in the U.S. move sharply higher, Mexican firms Grupo Televisa and America Movil trade at a discount.

        设计师怎么学

        We don't see much in the U.S. telecom industry that's attractive, but Comcast may be a place to start.

        设计师怎么学

        We view the narrow-moat firm's shares as fairly valued.

        设计师怎么学

        We see little strategic reason for AT&T to combine wireless and media businesses.

        设计师怎么学

        The narrow-moat firm delivered solid wireless results during the second quarter.

        设计师怎么学

        Traditional telecom has lagged, but the rest of the sector has been strong.

        设计师怎么学

        These undervalued stocks all boast generous yields and secure dividends.

        设计师怎么学

        Charter and Altice USA are both narrow-moat cable companies we'd be interested in owning at lower prices.

        设计师怎么学

        AT&T is one of our favorite stocks today -- here's why.

        设计师怎么学

        We think it's done making bad capital-allocation decisions for a while.

        设计师怎么学

        And why we think AT&T is compelling.

        设计师怎么学

        The narrow-moat firm reported solid margins, and we don't expect to change our fair value estimate.

        设计师怎么学

        For investors looking for places to generate income with an equity portfolio, we like UPS, Wells Fargo, ExxonMobil, and KLA-Tencor.

        设计师怎么学

        Complexity and confusion, particularly in Europe, has created opportunities for investors.

        设计师怎么学

        We suspect AT&T will meet its 2019 leverage target given the extreme management focus on this effort, but we remain negative on the prospects for the consumer segment.

        设计师怎么学

        The firm's core cable business supports our wide-moat rating, and we think shares look attractive today.

        设计师怎么学

        Verizon shows continued strength in wireless customer growth while AT&T's entertainment segment dragged on results.

        设计师怎么学

        The firm's entertainment segment looks troubled, but our fair value estimate remains unchanged.

        设计师怎么学

        Our narrow moat rating and $58 fair value estimate remain intact.

        设计师怎么学

        Verizon is an attractive play for dividend investors at the current market price.

        设计师怎么学

        We continue to see value in communication services, even if the industry isn't delivering meaningful growth.

        设计师怎么学

        The decision to acquire Level 3 Communications is not entirely unreasonable, and putting these companies together makes good strategic sense.

        设计师怎么学

        We don't expect to change our $60 fair value estimate and view Comcast shares as fairly valued currently.

        设计师怎么学

        We plan to lower our fair value estimate for AT&T as the firm is paying a rich price for Time Warner and we see limited strategic benefits.

        设计师怎么学

        The $4.8 billion deal won’t move the needle on valuation, but we’re skeptical that Verizon will be able to reinvigorate Yahoo.

        设计师怎么学

        We still believe this telecom is a means to benefit from economic growth across Latin America.

        设计师怎么学

        Strong cable results, solid box-office receipts, and rapid theme-park growth drove Comcast’s third quarter, writes Morningstar’s Mike Hodel.

        设计师怎么学

        It remains the best-positioned wireless carrier in the industry and shares are currently modestly undervalued, writes Morningstar’s Mike Hodel.

        设计师怎么学

        Altice has offered much more than we thought the cable firm was worth on its own.

        设计师怎么学

        The business model is fantastic, but the industry isn't risk-free, and interest rate sensitivity could hurt.

        设计师怎么学

        Wireless-tower companies such as Crown Castle, American Tower, and SBA have dug themselves economic moats through high customer switching costs, but carrier consolidation is a risk.

        设计师怎么学

        The wide-moat media company is still not a bargain, though.

        设计师怎么学

        We have doubts that the two firms will be able to reach agreeable merger terms and think that both will seek out other partners.

        设计师怎么学

        Unlike the Comcast deal, Charter’s bid for Time Warner Cable is likely to succeed, but valuations across the cable industry look stretched.