Viewing Company Vodafone Group PLC | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Vodafone Group PLC Stock Symbol: VOD-Q

Notes:wireless technology

Last Price Recorded: $29.9800 on 2017-05-26

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-05-19 COMMENT David Driscoll

Orange (ORAN-N) or Vodafone (VOD-Q)? Europe is very important to them, they are also putting a whole lot of money into India right now. Telenor just exited India, so that is opening some space. There is huge competition in India, and very little money to be made. Debt levels will rise again when 5G spectrum is purchased. The dividend payout is still sitting at around 100%. When he sees a company increase dividends by 1%-2%, it is not an indication of a strong franchise. If you want to be in the European market, because GDP is growing there, Orange would be the pick. If you are a long-term investor and believe in the long term play of India, then then you go with this one.


Price:
$29.180
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-05-05 BUY Darren Sissons

Retail and global investors have misunderstood that this company is a British company, and think that a lot of their income is coming out of the UK. Their biggest market is actually Germany. Spain is a huge market. The rest of Europe is a huge market. The euro zone, for the 1st time in about 15 years, 2 years ago started allowing the regions to grow revenues, so all the telcos in Europe are growing revenues. Because of that, the risk is not as great as it is perceived. The dividend is reasonably safe. They just did a joint venture with a firm in India, which is going to be interesting. The valuation is attractive and the dividend is safe. 3.76% dividend yield.


Price:
$27.010
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-04-20 BUY Mark Grammer

There is hope for the value to go up.  It is a very competitive industry.  They are spending money on spectrum.  They pay a decent dividend.  It is not a bad place to be if you are looking for yield (5.9%).  It is one of the better telecom companies in Europe.


Price:
$25.930
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
No
2017-04-10 BUY Gavin Graham

A decent yield.  It has been pretty uninspiring over the last 5 years.  They are no longer losing subscribers.  You have some growth and perhaps India exposure turns around.


Price:
$25.730
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-03-13 COMMENT David Driscoll

Like many European telecoms, this is in huge competition. High marketing platforms, a lot of low margin business coming on. Until they get to 5G there probably won’t be a lot of takeaways for any telecoms in that area. Yield is 5.8% and will probably stay there, but you have to understand that revenues are not growing, they are declining. It is a saturated market.


Price:
$25.310
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2017-01-30 COMMENT John Stephenson

We are moving towards a UK-based telecommunications company, and a world where we are looking at higher rates. Thinks we could see a surprise rate increase in March, from the federal reserve. If we get that, even though this is a UK company, it is going to be very hard in a rising rate environment for some of these to do well. He worries that your capital might be 10% less even though you are getting a decent dividend.


Price:
$24.900
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-01-27 COMMENT Darren Sissons

Thinks people are confusing this as being a British company. In reality, it earns only about 2% of its operating cash flows out of the UK. Its biggest market is actually Germany, and the 2nd biggest market are the other parts of Europe. It also has a big Asia/Pacific and African presence. Great dividend. It has been crushed because the market didn’t appreciate exactly what the underlying risk is. An interesting company. 6% dividend.


Price:
$24.580
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2016-12-16 COMMENT Mark Grammer

Telecommunication stocks have sold off as interest plays. High dividend yielders, so people use them as proxies for interest. The prospects for some of these companies is brighter. There is less regulation, and it is an unloved sector right now. Potentially this could have a nice rebound in 2017.


Price:
$25.240
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
No
2016-12-15 COMMENT David Driscoll

The problem with all the European telcos is the revenue growth. There is so much competition going on, that they are having to compete on price and can’t get their organic growth in play. Revenue growth last year was -3%, assets are not growing, and the operating margins are 3%, way lower than all the other European telcos. Doesn’t feel that they are a good allocator of capital right now


Price:
$24.680
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2016-11-29 COMMENT John Petrides

In 2014, they sold their Verizon stake back to them for over $130 billion, and gave their shareholders a one-time special dividend. They’ve repaired their balance sheet and have gone out and done some acquisitions in the media and content space. Talking about doing deals at Liberty Media. The stock has been under a lot of pressure post the BREXIT vote. The pound has fallen to the $ which has been a headwind for the stock. With a 6.5% dividend yield, it is really attractive.


Price:
$24.490
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2016-11-23 COMMENT Andy Nasr

When looking at European telcos, there are other names he would prefer. This is the 800-pound gorilla in Europe. European economic growth has been lacklustre. They are going to have a hard time managing churn and driving average revenue per user higher. Dividend yield of 6%+.


Price:
$24.880
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
No
2016-11-11 BUY Darren Sissons

A very interesting story. All the telcos are selling off. This particular company has been hit by the fears of BREXIT as well as by the fact that telcos are selling off. He thinks this has been oversold. Only 15% of earnings come out of the UK. There is political noise in Britain regards to the exit, but ultimately whenever there is a confluence of political crisis, currency and downside valuation, often if you step in you will be well rewarded.


Price:
$26.190
Subject:
GLOBAL TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
2016-10-27 SELL Paul Harris, CFA

It has not done anything.  They got a lot of money from the Verizon deal.  It is the problem with a lot of European telecoms.  There are too many players and they are not allowed to consolidate.  People saw what happened to Time Warner an AT&T and think Liberty International would look to buy this one and it would make sense.  That is the only story behind this one.  It pays a nice dividend but you won’t see the growth out if it that you want.  He would not hold on to the stock, though.


Price:
$27.490
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2016-10-19 TOP PICK Gavin Graham

Over 30% of revenues come from emerging markets. There is some growth through 3G penetration. Within Europe, it actually got new subscribers for the 1st time in 6 years. Upgraded the network, so that it is much better and faster. A major player in Germany, Italy and Spain, as well as the UK. Dividend yield of around 5%.


Price:
$27.760
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK John Stephenson

A telecommunications company, essentially in the mobile space. It is basically in the UK, but only 10% of its earnings come from the UK. This is a cash return story. We are in “a lower for longer” environment. This is throwing off close to a 7% yield. As long as it stays flat, you’ve got a pretty good return in an otherwise lacklustre market.


Price:
$29.150
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 205 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.