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Kaminsky's Call: Telecom Giant AT&T in the Hot Seat

It doesn't get better than this. Randall Stephenson, the CEO of the world's best-known telecom provider, AT&T, comes into our house and answers our questions today.

Apple iPhone 3G S
AP
Apple iPhone 3G S

My Call To Action has never been simpler; listen to every word he says.

That's what I'm doing, and I'm not making a single investment decision until I hear his answers to the following questions:

1. How is AT&T managing its relationship with Apple for both the long-and short-term? Apple has been the clear beneficiary in this relationship so far. How this deal progresses will be a huge part of AT&T's story going forward.

2. Can the growth of AT&T's wireless business compensate for the sudden decline of its traditional landline business? The fact that landlines have fallen off a cliff is not news. But how AT&T's replacing that revenue is key to the company's future.

3. Will AT&T find another way to reward shareholders other than simply paying a dividend? Its generous payout has not created true shareholder value, and I think that money would be better-spent making acquisitions or funding organic growth.

4. In the next five years, what businesses will AT&T look to exit and enter as the telecom landscape changes? A company the size of AT&T is too big to turn on a dime; they need to think long-term and be strategic. I want to invest where the company sees secular growth.

5. Where does AT&T see the global economy going? AT&T touches every aspect of our lives. If they are seeing signs of growth, then you know it's for real.

You don't have to own AT&T to profit off today's interview. If we can get clear answers to today's questions, we'll not only have a better idea about AT&T's business, but also a number of other sectors that touch this telecom giant.

And that's how you stay ahead of the money.

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Programming note: "The Strategy Session," hosted by David Faber and Gary Kaminsky, airs weekdays at Noon ET on CNBC.

DISCLOSURE:
Gary Kaminsky does not hold any equity positions.

DISCLAIMER:
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All opinions expressed in this blog are solely the opinions of Gary Kaminsky and do not reflect the opinions of CNBC, NBC UNIVERSAL or their parent company or affiliates, and may have been previously disseminated on television, radio, internet or another medium. You should not treat any opinion expressed by Mr. Kaminsky as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Mr. Kaminsky’s opinions are based upon information he considers reliable, but neither CNBC nor its affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Mr. Kaminsky, CNBC, its affiliates and/or subsidiaries are not under any obligation to update or correct any information provided on this website. Mr. Kaminsky’s statements and opinions are subject to change without notice. No part of Mr. Kaminsky’s compensation from CNBC is related to the specific opinions he expresses.

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