VZ
Verizon Communications
stock NYSE

May be wrong assumption on my part - but I assumed MSTY will be ‘somewhat’ correlated to its underlying MSTR which is a pure bit coin play. But I get your point. Honestly if nav is being eroded while dividends being paid its becomes a test of patience. At that rate I would rather lean on my more traditional Div plays like VZ CVX or reits.

I like TGT at 89ish, VZ around 41 (ex div date Oct 10), others seem fair value or pricey?

Thank you!
I actually pick individual stocks based on their current trend like AMZN, KO, and VZ. but yeah you are right, they came with great risk.
I will then search more about good ETFs.

Cheers, yeah I'm looking at VZ, UNH and some REITs

I took a slightly different but similar approach. I built a stability base with a couple REITs (O, STAG, EPR, WPC), couple dividend ETFs (VYM, SCHD). I hold small positions (50 shares each) of JEPQ, XYLD,and ULTY to generate income for purchasing more shares. I have small positions individually in VZ, GOOG, AMZN because I see positive possibilities there. And then all my free money right now is being dumped into VOOG to capitalize on AI driven growth.

It just seems like dividend stocks are a bad strategy with minimal upside. VCLT is currently 5.3%.
A high dividend (because you’re trying to buy at the bottom) means the company is admitting they have zero growth prospects since they’re not reinvesting profits. Outside of VZ and PFE - You are praying they don’t get swallowed up by competitors undermining them.

I've been building positions on COPA Airlines (over priced now IMHO) Banco Americano Latino, FSI, and Methode Electronics while trimming AMD, COHR, GLW, INTC and Daktronics. All the latter are long term and significant returns. Off set with some laggards for tax loss and adding to CAGR PFE and VZ here and there. One.of my faves SPTN just closed out.in a private sale. That's THREE holdings in the past year bought out by private. Grrrr.

>Additionally, it's not fair to compare say the SPY with these foreign equities. Most of the equity inflow into America is into stocks like the mag7 as opposed to general indexes.
Which I think draws attention to something, which is the fact that many non-tech companies are trading at extremely cheap valuations. Conagra brands, General mills, Kraft Heinz are all trading at <10x normalized earnings, as consumer staples stocks that are generally recession resistant. PFE is trading at 13.5x earnings as healthcare. Comcast is at <8x earnings(not counting 1-time profit from Hulu deal), VZ <10x earnings, T at 15x earnings in telecommunications. REITs are very cheap as well, with many below the estimated NAV of their underlying holdings.
I don't think we are in an "everything but cash" bubble. Yes, there are many alternative assets like precious metals and crypto which have been skyrocketing. But I think it would better be described as a "greed" bubble. People want to own assets they think can double in price 1-3 years, not boring stable companies that grow earnings at 2-4% a year and pay a 7% dividend.

VZ , UPS , PFE , GIS

MSFT, VZ

You guys buying ASTS at 90 when you can get VZ for 41 with good dividend!

VZ is better

$VZ announces Definitive Commercial Agreement with AST SpaceMobile

No paywall: [https://ng.investing.com/news/stock-market-news/ast-spacemobile-stock-jumps-after-signing-new-deal-with-verizon-93CH-2135735](https://ng.investing.com/news/stock-market-news/ast-spacemobile-stock-jumps-after-signing-new-deal-with-verizon-93CH-2135735)
>AST SpaceMobile (NASDAQ:ASTS) stock rose 7% after the company announced a definitive commercial agreement with Verizon (NYSE:VZ) to provide space-based cellular broadband service across the continental United States.
>The agreement will enable AST SpaceMobile to deliver direct-to-device connectivity to standard smartphones for Verizon customers starting in 2026. This partnership expands on the strategic relationship announced between the two companies in May 2024.
>AST SpaceMobile’s technology allows everyday smartphones to connect directly to satellites without requiring specialized equipment. The service will utilize Verizon’s 850 MHz premium low-band spectrum to extend coverage to areas that would benefit from space-based broadband technology.

ASTS ANNOUNCES COMMERCIAL AGREEMENT WITH VERIZON (VZ)

Amazon, VZ, CARR

I have just started to do the same but had 4 bad experiences in a row with CSP. First AMZN crashed because they had problems with their prime model, then DEFT and CRDO raised capital and VZ changed their CEO which crashed their stock by unusual 5%. That was not fun. How do you deal with these kind of unforeseeable developments? During daytrading only Trump's tweets were a problem.

VZ has had a run-up like T, so it’s the better investment? Yeesh. VZ’s fiber buildout is nonexistent dogshit. T is growing like a weed across multiple geographies. That’s why it’s been breaking out. What in the world?
But you know that already because you’re heavily concentrated in both. Because no one would concentrate the bulk of their investments in a highly cyclical, capital intensive industry unless they knew the space intimately, right?
What the hell, my guy?

I think this recent sell-off is due to some investors using T and VZ as an ATM to get into AI and other tech growthier names. If air starts leaking from the current bubble some money will flow back the other way.

I own T, but I think there are better places to park your money. I also own VZ and picked up some more recently.