Viewing Company Vodafone Group PLC | StockChase
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Compiling comments that experts make about stocks while on public TV.

Vodafone Group PLC Stock Symbol: VOD-Q

Notes:wireless technology

Last Price Recorded: $25.8300 on 2017-04-21

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Date Signal Expert Opinion Price
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
2016-08-30 TOP PICK John Stephenson

A UK telco company, a mobile player really. Only 10% of its revenues and earnings come from the UK. It is mainly Pan-European. Extremely strong growth is coming up in the next little while. It has integrated an acquisition, but it trades cheaper than the US and Canadian telcos. Dividend yield of about 6.7%.


Price:
$30.630
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-07-25 PAST TOP PICK Norman Levine

(Top Pick Jul 6/15, Down 9.13%) He sold above where it is now, not because of Brexit but because he had a lot of telecom exposure around the world and this was the least attractive one.


Price:
$31.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
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