Verizon and AT&T are among our top picks this quarter

As a result of solid demand for Wireless, Broadband, and Cloud services, the Cloud and Communications sector is seeing relatively stable pricing. Heading into earnings, Verizon and AT&T are among Oppenheimer analyst Tim Horan's top large-cap picks this quarter. He expects both companies to report strong wireless subscriber growth and improving margins. Wireless fundamentals are healthy, as is broadband demand.

Verizon and AT&T are scheduled to report earnings at the end of January.

If you're a client and want to read the full report, including disclosures, you canlog in and click on the Research tab.

Not a client and want to learn more? Reach out to an Oppenheimer Financial Advisor.

  • Investing,
  • Retail,
  • Technology

Attachments

  • Original document
  • Permalink

Disclaimer

Oppenheimer Holdings Inc. published this content on 29 January 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 29 January 2020 14:24:02 UTC