テレフォン・アンド・データ・システムズに関するコメント

Despite Telephone and Data Systems' reinvestment in its own business, returns are shrinking and the stock has fallen 38% in the last five years. Underlying trends suggest better investment opportunities elsewhere.

The P/S ratio matching industry peers seems unjustified given TDS's declining revenue outlook. This potentially impacts the long-term share price, indicating risk for current TDS stockholders.

Despite a surge in stock price, the firm has become unprofitable with reduced revenues and stagnant dividend payouts. A five-year average annual TSR loss of 6% raises further concern about financial performance.

For me, it seems like investing in US traded Chinese companies is a way of minimizing geopolitical risk as China will be a place not impacted too severely by potential conflict in Ukraine. Values are good too.
Do worry about Taiwan but the reality is if there were severe dislocations or war there world wide trade flows would collapse and production in manufactured trade goods come to a virtual halt. If I sincerely thought PRC was going to invade I would sell ...

Call me

TDS pls