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Victoria Greene on Verizon as a 2026 Safe Harbor Stock and Merck's Pipeline

CNBC TelevisionJanuary 2, 20263 min1,742 views
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Verizon: A Safe Harbor Investment for 2026

  • 🎯 Verizon is identified as a potential safe harbor stock for 2026, offering a high dividend yield of nearly 7%.
  • πŸ’‘ Despite past performance, the new CEO, Dan Schwman, is expected to focus on incremental gains, reducing churn, and improving customer value.
  • 🀝 The combination with Frontier is seen as a positive, creating opportunities for cross-selling to approximately 29 million subscribers.
  • πŸ€– Artificial Intelligence is expected to help Verizon reduce headcount, aiding in cost control and potentially improving customer service without increasing costs.

Merck: A Diversified Pharmaceutical Play

  • πŸš€ Merck is highlighted for its strong pipeline, with Kito's exclusivity ending in 2028, but numerous other drugs in development.
  • πŸ“ˆ The company has a deep pipeline with around 80 drugs in Phase 2 and Phase 3 trials, spanning oncology and ophthalmology.
  • πŸ’‘ A recent acquisition positions Merck in flu prevention with a long-lasting vaccine that covers both A and B strains, targeting a significant market.
  • πŸ’° Merck's diversified approach also includes a growing animal health division, contributing to its overall strength.
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What’s Discussed

VerizonDividend YieldSafe Harbor Stock2026 Investment StrategyArtificial IntelligenceCost ControlCustomer ChurnMerckPharmaceutical PipelineOncologyOphthalmologyFlu PreventionAnimal Health
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