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T-Mobile tops TD Cowen’s best ideas in telecom, cable and satellite

TD Cowen analyst Gregory Williams announced the firm’s best ideas in the cable, satellite, and telecom services group heading into 2024 following the Q3 reports. TD’s three favorite ideas, in order, are T-Mobile (TMUS), DigitalBridge (DBRG) and Frontier (FYBR), followed by Uniti Group (UNIT) and Verizon (VZ). On average, TD’s top five have outperformed its bottom five in the last 16 of 20 conviction list reports, the analyst tells investors in a research note.

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