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Started By
Message
re: There are some major issues lurking in the US financial markets
Posted on 1/9/19 at 3:13 pm to LSURussian
Posted on 1/9/19 at 3:13 pm to LSURussian
quote:
Ban bet??
You would miss me too much. I WILL be taking a break soon for ya though and heading to Cabo with the wife.
0
Posted on 1/9/19 at 3:18 pm to wutangfinancial
quote:Well.. ugh how do you feel about T with its P/E less than half of what you said?
T is only good if you like over-bloated balance sheets lol and a decent yield. But not at 20x earnings.
Posted on 1/9/19 at 3:20 pm to Hussss
quote:Nah, you're just smelling that dirty single-wide you live in...
I’m smelling weakness, Russian.
quote:LSURussian is it.
Tell us how many alters you use.
So, again, ban bet?
Posted on 1/9/19 at 3:27 pm to wutangfinancial
quote:MorningStar has T's forward earnings PE at 8.83 and its backwards looking PE at 5.95.
But not at 20x earnings.
Posted on 1/9/19 at 3:28 pm to HYDRebs
Google finance does list the T P/E at 20.25
Posted on 1/9/19 at 3:36 pm to LSUtoOmaha
I think this came up in another thread on here but for some reason some sites come up with that high PE. It is most definitely a single digit figure right now.
Posted on 1/9/19 at 3:37 pm to LSUtoOmaha
quote:Something's funny with that number.
Google finance does list the T P/E at 20.25
AT&T's consensus forward one year EPS forecast is $3.62/share according to NASDAQ.com. LINK
Its closing price today is $30.10.
That gives it a forward PE of 8.31.
Posted on 1/9/19 at 3:41 pm to LSURussian
Yeah and the backward for the past 4 quarters is similar
So our lesson here today, kids, is don’t trust everything someone posts on the money board
So our lesson here today, kids, is don’t trust everything someone posts on the money board
Posted on 1/9/19 at 3:51 pm to LSURussian
It appears that ATT has $8 billion of cash on hand and $65 billion of current liabilities. I guess they can always restructure that debt to make it longer term.
From your forward PE I'll guess that the market expects yearly earnings of $25-30 billion.
Current book value (total assets-total liabilities) is $140 billion or so. Market cap is $220 billion. I think of that as the market implying future cash flows are worth $80 billion.
I read somewhere that their average interest rate on the debt is 4.4% (14 percent of which is variable rate). That was on SeekingAlpha though, which is all over the place.
From your forward PE I'll guess that the market expects yearly earnings of $25-30 billion.
Current book value (total assets-total liabilities) is $140 billion or so. Market cap is $220 billion. I think of that as the market implying future cash flows are worth $80 billion.
I read somewhere that their average interest rate on the debt is 4.4% (14 percent of which is variable rate). That was on SeekingAlpha though, which is all over the place.
Posted on 1/9/19 at 4:25 pm to LSURussian
Welp, looks like I'm never using Google for valuation metrics 
Posted on 1/9/19 at 4:47 pm to wutangfinancial
Always a good idea to double check when a number doesn’t make sense. There are not going to be any telecom companies trading above the market average PE.
Posted on 1/9/19 at 5:02 pm to LSUtoOmaha
quote:But it has other current assets not just cash. Comparing just cash to total current liabilities is not a very meaningful number.
It appears that ATT has $8 billion of cash on hand and $65 billion of current liabilities.
In 2018 its estimated free cash flow was just under $21 billion.
Posted on 1/9/19 at 5:22 pm to leoj
That’s why I was sort of joking about t being a bow wow stock, I should have known better.
Posted on 1/9/19 at 5:23 pm to LSURussian
quote:
Comparing just cash to total current liabilities is not a very meaningful number.
Unless you’re worried about debt service.
Posted on 1/9/19 at 5:34 pm to wutangfinancial
quote:LSUtoOmaha was referencing cash on hand versus current liabilities, not debt service.
Unless you’re worried about debt service.
But debt service is why I referred to T's EBITDA and FCF.
Posted on 1/9/19 at 5:38 pm to LSURussian
I see. Thank you
Posted on 1/9/19 at 5:44 pm to LSURussian
They expect fcf to hit $26 bil in 2019 and net debt to EBITDA to be at 2.5x by end of the year. They could sell their stake in Hulu which would get them around $1 bil. They are about to have layoffs and haven’t even started creating synergies because of the ongoing Justice appeal on the TW merger, I believe.
Posted on 1/9/19 at 6:05 pm to leoj
Does anyone here know of a good website that lets you track company debt interest rates already on the books?
Posted on 1/9/19 at 7:14 pm to LSUtoOmaha
I do not, but that would be nice.
Posted on 1/9/19 at 7:29 pm to LSUtoOmaha
I’m sure Valueline premium or Morningstar premium would tell you that info but it won’t be free lol.
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