CNBC Stock Blog
- Buy These 'Competitively Positioned' Stocks: Portfolio Manager
- 5 Stocks That Benefit from Health Care Legislation: Analysts
- 9 Stocks That Play Rising Water Costs: Strategists
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Rally Could 'Have Some Legs in 2010': Market Strategist
- Expect a 'Square Root-Shaped' Recovery: Chief Investor
- HP to Feed on Enterprise Spending Next Year: Tech Analyst
- How Stock Investors Can Play Holiday Travel
- 3 Growth Opportunities in Tech: Analyst
- Prep Your Portfolio for Next Week: Stock Pickers
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- US Home Prices Up 5th Month, 2nd Straight Quarter
- China Eastern to Complete Shanghai Air Buy by End '09
- Gold Will Collapse Like Oil Did in 2008: Charts
- Wave of Debt Payments Facing US Government
- Weak Dollar Is Golden for Mining Companies
- Revised GDP Reading Puts Growth at 2.8%; Inflation Tame
- FDIC Insurance Fund Falls to Negative $8.2 Billion
- GM's Plan to Sell Saab Unit To Swedish Firm Falls Apart
- The Lloyd's Prayer, Leggo My Eggo, Plate Hate & Your Emails
- Buy These 'Competitively Positioned' Stocks: Portfolio Manager
- Behind The Scenes With Warren Buffett
- 'Why the American Consumer Will Keep on Buying No Matter What'
- On Assignment: Europe & Asia
- The L.A. Extravaganza: A Test for Auto Shows
- 8 Stocks That Could Gain With Rising GDP
- 5 Stocks That Benefit from Health Care Legislation: Analysts
- Can Murdoch Help Bing Challenge Google and Shift the Content Equation?
- Consumer Confidence Improves But Still Shaky
- US Home Prices Up 5th Month, 2nd Straight Quarter
- Revised GDP Reading Puts Growth at 2.8%; Inflation Tame
- FDIC Insurance Fund Falls to Negative $8.2 Billion
- Ron Paul's Plan to Audit Fed a 'Serious Attack': Mishkin
- US Economy Mired in 'Form of Depression': Rosenberg
- Strong Banks, Weak Credit: Treasury Rethinks TARP
- Fairfax Lawsuit Keeps Heat on Chanos, SAC's Cohen
- Blog: Behind The Scenes With Warren Buffett
RSS FEED
Text Size 
CNBC News Associate
Senior telecom analysts Christopher King of Stifel Nicolaus and David Dixon of RBC Capital Markets offered investing advice for the telecom sector. (See below for their stock recommendations.)
King's Outlook:
“Generally, in terms of Verizon and AT&T, [the sector] is still either viewed as a late cyclical or defensive industry, particularly given the strong dividend yields that both names have,” King told CNBC.
“So those two names in general will work better in a choppy to soft economy.”
King said he is not a fan of Sprint Nextel and expects the company to report another earnings loss on Wednesday.
“Sprint continues to struggle from a retail subscriber standpoint,” he said.
“[There are] very little strengthening signs coming out of the company. They are by far the worst performing from an operational standpoint from the U.S. wireless at this point.”
Dixon's Outlook:
Dixon said Sprint’s network is continuing to improve.
“We’re in a fascinating pivot point in the industry as we focus on data-centric networks going forward,” said Dixon.
“I don’t think there’s going to be many network carriers standing... I think Sprint is very well positioned being ahead of the curve on their 4G rollout and the momentum in the second half is going to be very key outside of this iPhone effect, I think you should expect to see some improving post-paid trend.”
Dixon also said he is a fan of Verizon’s network and strong management team.
“I don’t think you can get away without having the network advantage and the superiority of verizon’s network... I’m really impressed with the management team at Verizon and the focus on the longer-term strategic positioning of the company,” he said.
King Likes:
Verizon Communications [VZ
Loading...
()
]
Millicom International [MICC
Loading...
()
]
Nii Holdings
America Movil [AMX
Loading...
()
]
Dixon Likes:
Verizon Communications
Sprint Nextel [S
Loading...
()
]
AT&T [T
Loading...
()
]
Disclosure:
No immediate information was available for Dixon or King.
______________________________
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes