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

2017-08-11

Opinion for Vodafone Group PLC (VOD-Q)

Signal Price Bias Subject Owned
COMMENT $29.000 UNKNOWN GLOBAL EQUITIES & TECHNOLOGY Yes

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.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross

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