It's cheap by most metrics, high dividend yield, sustainable payout... Seems like telecom could be collecting a lot of data based on phone locations, which might be valuable if they get into more of an advertising role. And $VZ seems like it is scooping up more expertise in advertising management with it's acquisitions of the last few years, so this seems plausible. What's the bearish case here?
Submitted September 17, 2017 at 01:13PM by pequod_capital http://ift.tt/2xdzdYX
