The Lemon Fool

Posted: **January 11th, 2017, 12:17 pm**

BT Group got a lift on Wednesday as Morgan Stanley upgraded its stance on the stock to ‘overweight’ from ‘equalweight’ and bumped up the price target to 490p from 450p.

It noted the shares have underperformed the FTSE 100 by a disappointing 41 percentage points in the last 12 months, providing a good entry opportunity.

The bank pointed to three reasons why it expects a better share price performance this year: better operational news flow ahead, gilt yields coming off their lows - which is good for pensions - and a compelling valuation.

http://www.digitallook.com/news/broker- ... 37804.html

Shares up just under 3% on this.

I hold.

Edited by TJH to correct quote tabs, 1555, 11 Jan 16

Posted: **January 11th, 2017, 12:33 pm**

Pity they didn't issue this recommendation when the share price was below 350p in December

An even better entry opportunity.

BT is a utility and as such, I'd like a higher yield going in. I could buy Vodafone, for example, at a much superior yield.

Having said that, I'd consider BT at a somewhat lower price than currently, because of its market dominance.

Posted: **January 11th, 2017, 1:51 pm**

digitaria wrote:Pity they didn't issue this recommendation when the share price was below 350p in December An even better entry opportunity.

BT is a utility and as such, I'd like a higher yield going in. I could buy Vodafone, for example, at a much superior yield.

Having said that, I'd consider BT at a somewhat lower price than currently, because of its market dominance.

They're another one of my recent top ups; Bought 24 Oct 16 @ 378p, and again on 22 Nov 16 @ 365p. They form 4% of my 24 share HYP. I do think of Vodafone as a different animal tbh.

Ian.

Posted: **January 12th, 2017, 3:16 pm**

i bought a while ago , on the basis that:

the separation of Openreach was now unlikely,and
if building out an alternative national network was so easy and profitable someone would be doing it!
profits from the EE deal will start to flow,
the bond correction will ease the persistent concerns over the pension liability
and they (as a dominant player with an inert customer base) have significant pricing power

casa

The Lemon Fool

BT.A boosted by Morgan Stanley upgrade

BT.A boosted by Morgan Stanley upgrade

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Re: BT.A boosted by Morgan Stanley upgrade

Re: BT.A boosted by Morgan Stanley upgrade