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

Verizon Communications Stock Symbol: VZ-N

Last Price Recorded: $45.3200 on 2017-05-26

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Date Signal Expert Opinion Price
2017-05-19 COMMENT David Driscoll

Had a bad quarter. Adjusted EPS was $.95, compared to $1.06 a year ago. This was really because of competition. US has now become Europe, because everybody is fighting over that last foot in the door and trying to come up with products that people are going to take, as well as spend money on. The dividend yield is high. The dividend increase was not great. You are almost getting a bond -like yield, so you are somewhat better to own the bonds than the stock, because you rate higher in the corporate chain, but you are getting the same kind of payout. He has been buying their bonds as opposed to their stocks.


Price:
$45.420
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-05-18 BUY Matt Kacur

This is going to have a low, very consistent return. One of the better ones in that it has a higher Return on Capital than most. Not huge, about 6% as opposed to 4% and 5%, but that is enough in the telecom to make it just a little better than most, and worth getting into. 5% yield with a 30% payout ratio.


Price:
$45.040
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-15 COMMENT Larry Berman CFA, CMT, CTA

Why are industries like this going down? No one really knows. He has been using an ETF IYZ-, which is a more comprehensive, broad-based exposure to telecom in the US. It is cheap relative to the markets over the last year or two. This stock has been a perennial under performer.


Price:
$45.380
Subject:
STOCKS & ETFs
Bias:
CAUTIOUS
Owned:
Unknown
2017-05-15 BUY Alex Ruus

US’s largest cell phone provider. He likes the sector. Growth in North American wireless has slowed down quite a bit. We are reaching a relatively high level of penetration, and there is not going to be as much growth as there has been over the last 10 years. However, these companies continue to generate a lot of free cash flow. They are great businesses, and he likes to buy the market leader in this type of business. From his perspective, this company has the best network, so they get the highest value customers.


Price:
$45.380
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-10 COMMENT John Burke

The only reason to buy this is because of its very high dividend. After 20 years, you are back where you started with this, but all along the way you have collected a good dividend. This company has some massive issues, because the costs for cell phone usage keeps coming down, and that is not a good model when your revenues keep coming down. Their debt was downgraded and is now rated as a BBB. The dividend is safe now, but someday you worry whether that will continue. He likes dividends, but he also likes dividend increases.


Price:
$46.380
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-04 COMMENT James Thorne

An interesting play on Netflix.  It is a defensive play.  He wishes Rogers would put as much money into their infrastructure as VZ-N.


Price:
$45.880
Subject:
US DIVIDEND
Bias:
BEARISH on RESOURCES
Owned:
Unknown
2017-05-03 COMMENT Kash Pashootan

This gives a comfort and sense of security, and is a service we all use, especially in the US. They are large and pay a big dividend. However, the stock chart shows it hasn’t done much for a while. It has really gone sideways for several years at around $50. Other than the dividend, there hasn’t been any real capital appreciation. They are going through a transition. They were a telephone company initially, then a mobile cell phone company, and now getting heavily into media and transitioning once again. With their acquisitions, there is risk. If you own, he would suggest switching to Canadian telcos instead because of the dividend tax credit.


Price:
$46.150
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-05-01 COMMENT Paul Harris, CFA

A very unique company. They’ve done a deal with Yahoo (YHOO-Q) that is closing in the next little while. Spent a lot of CapX putting fibre to the home, and are going to get the benefits of that over the next several years. You’re not going to get a huge upside, but you can see them slowly grow, and get 8%-10% in returns. Great dividend yield. Relative to AT&T (T-N), it doesn’t have the CapX spend. There may be a time when they feel content becomes very important and they need to do a deal, and that is something you should watch for. Content companies tend to be much more expensive.


Price:
$45.880
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-25 COMMENT Brooke Thackray

From 2014, the chart shows this really has been fairly flat between about $44 and $51. Currently, it is at its support level, and he would be a little concerned if it broke down below this. The chart shows this year a series of lower highs have taken place. Typically telecoms do well in the fall.


Price:
$46.700
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-24 HOLD Liz Miller

We have seen the pull back across the biggies.  They are now trying to get into content.  Investors are trying to decide what it is they own.  There is a large retail investor base in this stock and it no longer looks like it will be a utility stock going forward.  The 4.9% dividend may not be reliable in the long term, although there is no stress on it.  The content business is not historically that reliable to pay a dividend out of.


Price:
$47.050
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-04-20 COMMENT Lorne Zeiler

Even though the street does not like this, it is a name you might want to look at. Trading at 13X earnings. They were basically only $.01 under earnings, but missed quite a bit on the revenue side. He thinks that is going to change.


Price:
$48.410
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Unknown
2017-03-01 DON'T BUY John Burke

This is a stock that made investors a ton of money in the 90s, but hasn’t made any money since. The problem is that they had to keep cutting prices, and that doesn’t seem to be getting any better. It looks like their revenue line keeps getting smaller. Dividend yield of 4.6%.


Price:
$49.810
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-02-15 SELL Colin Stewart

This company is facing some challenges such as increasing competition from the wireless side. A very competitive business. A lot of the smaller carriers are being fairly aggressive on pricing. He would suggest selling your holdings and try to get in with at least a 10% lower share price.


Price:
$48.080
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
No
2017-02-06 BUY Brian Acker, CA

If it gets back to $46.81 it would be fantastic to buy it there.  $46.77 is the model price. 


Price:
$48.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Yes
2017-01-30 HOLD Erin Gibbs

She likes it. It is one of her defensive stocks because of the high dividend yield.  It has stable growth, but we have not seen a huge amount of cellular growth.  It is about international growth which is slowing.  She likes the dividend yield at 4.7%, however.


Price:
$49.370
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
Showing 1 to 15 of 194 entries
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