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Hussss
Auburn Fan
Living the Dream
Member since Oct 2016
3901 posts

re: There are some major issues lurking in the US financial markets
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.


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13
HYDRebs
Ole Miss Fan
Houston
Member since Sep 2014
1005 posts

re: There are some major issues lurking in the US financial markets
quote:

T is only good if you like over-bloated balance sheets lol and a decent yield. But not at 20x earnings.
Well.. ugh how do you feel about T with its P/E less than half of what you said?


LSURussian
LSU Fan
Member since Feb 2005
112317 posts

re: There are some major issues lurking in the US financial markets
quote:

I’m smelling weakness, Russian.
Nah, you're just smelling that dirty single-wide you live in...

quote:

Tell us how many alters you use.
LSURussian is it.

So, again, ban bet?


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40
LSURussian
LSU Fan
Member since Feb 2005
112317 posts

re: There are some major issues lurking in the US financial markets
quote:

But not at 20x earnings.
MorningStar has T's forward earnings PE at 8.83 and its backwards looking PE at 5.95.


LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
24695 posts

re: There are some major issues lurking in the US financial markets
Google finance does list the T P/E at 20.25


leoj
Texas A&M Fan
Member since Nov 2010
2899 posts

re: There are some major issues lurking in the US financial markets
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.


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10
LSURussian
LSU Fan
Member since Feb 2005
112317 posts

re: There are some major issues lurking in the US financial markets
quote:

Google finance does list the T P/E at 20.25
Something's funny with that number.

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.


Thib-a-doe Tiger
LSU Fan
LaTour and in BRgetthenet's head
Member since Nov 2012
28041 posts

re: There are some major issues lurking in the US financial markets
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


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50
LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
24695 posts

re: There are some major issues lurking in the US financial markets
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.



wutangfinancial
LSU Fan
Dallas, TX
Member since Sep 2015
1022 posts

re: There are some major issues lurking in the US financial markets
Welp, looks like I'm never using Google for valuation metrics


leoj
Texas A&M Fan
Member since Nov 2010
2899 posts

re: There are some major issues lurking in the US financial markets
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.


LSURussian
LSU Fan
Member since Feb 2005
112317 posts

re: There are some major issues lurking in the US financial markets
quote:

It appears that ATT has $8 billion of cash on hand and $65 billion of current liabilities.
But it has other current assets not just cash. Comparing just cash to total current liabilities is not a very meaningful number.

In 2018 its estimated free cash flow was just under $21 billion.


wutangfinancial
LSU Fan
Dallas, TX
Member since Sep 2015
1022 posts

re: There are some major issues lurking in the US financial markets
That’s why I was sort of joking about t being a bow wow stock, I should have known better.


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wutangfinancial
LSU Fan
Dallas, TX
Member since Sep 2015
1022 posts

re: There are some major issues lurking in the US financial markets
quote:

Comparing just cash to total current liabilities is not a very meaningful number.



Unless you’re worried about debt service.


LSURussian
LSU Fan
Member since Feb 2005
112317 posts

re: There are some major issues lurking in the US financial markets
quote:

Unless you’re worried about debt service.
LSUtoOmaha was referencing cash on hand versus current liabilities, not debt service.

But debt service is why I referred to T's EBITDA and FCF.


LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
24695 posts

re: There are some major issues lurking in the US financial markets
I see. Thank you


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10
leoj
Texas A&M Fan
Member since Nov 2010
2899 posts

re: There are some major issues lurking in the US financial markets
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.


LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
24695 posts

re: There are some major issues lurking in the US financial markets
Does anyone here know of a good website that lets you track company debt interest rates already on the books?


leoj
Texas A&M Fan
Member since Nov 2010
2899 posts

re: There are some major issues lurking in the US financial markets
I do not, but that would be nice.


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01
Shepherd88
Member since Dec 2013
2459 posts

re: There are some major issues lurking in the US financial markets
I’m sure Valueline premium or Morningstar premium would tell you that info but it won’t be free lol.


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