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: $28.9800 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-13 BUY on WEAKNESS Darren Sissons

All European telcos are basically having the same thing that is happening with US telcos. We are in an environment where people are starting to chase growth and we are at the top of the cycle. Companies that produce safe and steady dividends are no longer sexy. However, the problem between Europe and the US is a very different story, and sector rotation doesn’t really apply. Europeans are now starting to grow revenue as well as earnings. They have top line growth which we don’t have in North America. There is also expansion and acquisitions going on. The largest market for this company is Germany. The dividend is safe. If we see more BREXIT noise occurring, buy this on a dip.


Price:
$29.120
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-09-29 PAST TOP PICK Gavin Graham

(A Top Pick Oct 19/16. Up 9%.) They did a deal in India, where they merged their Indian business with India’s Idea Cellular. This is still a Buy. Dividend yield of 7%.


Price:
$28.460
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 BUY Darren Sissons

Orange (ORAN-N) or Vodafone (VOD-Q)? Headquartered in the UK, but a global operation with its largest market in Germany. The driver for European operations, which is going to be important for both, is that they are now backing the “fibre to the home” strategy. For a very long period of time, European operations did not have revenue growth. Now that “fibre to the home” is moving forward, regulators have allowed them to charge more profitability. Top line revenues are growing for all European telecoms and they are all performing well. Between these 2, you will get more of a pure play from Orange, but equally, this one looks cheap because of the BREXIT risk. If the pound drops off, you could buy this. He feels both are good here.


Price:
$28.920
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-08-24 DON'T BUY Rick Stuchberry

He is not in the sector.  A lot of people are attracted by the yield.  He would have to have growth as well as the dividend.  There is nothing fundamentally wrong with it.


Price:
$28.570
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
No
2017-08-21 DON'T BUY David Driscoll

(Market Call Minute) They have competition in Europe and are not doing that well themselves.


Price:
$28.700
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Unknown
2017-08-11 COMMENT Darren Sissons

The market has mistakenly perceived this as a UK company, but most of their earnings come from outside the UK. Their biggest market is actually Germany. There have been a number of recent developments. They have pushed the Indian assets into an ID cellular, which enabled them to de-consolidate some debt. All of that has happened at the same time where the Europeans have now pushed the fibre to the home, and it is a 1st time we are seeing revenue growth for European telcos for the last 15 years. He thinks there is more upside.


Price:
$29.000
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-06-09 DON'T BUY Rick Stuchberry

The trouble he has with many of the telcos is that it is hard to find the growth. They pay a nice dividend and it looks safe, but if you can’t grow your company, there might be a disruptor coming along, and all of a sudden, they can’t pay the dividend anymore. He has avoided the sector. There are better places to put money.


Price:
$28.460
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
UNKNOWN
Owned:
No
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
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