Telefonica S.A. (TEF) Buy, Sell or Hold

Telefonica S.A. (TEF)

4.50

-0.00 (0.00%)

as of Jun 11, 2026, 12:00:00 am Market Open.

14 watching

TOP PICK

Largest Spanish telecom company but Spain only makes up about a third of the revenue. The rest comes from other parts of Europe and their jewel of emerging markets and South America. Dividend yield of about 9%. Trades at 8X earnings. High free cash flows yield.

BUY

The kind of company that may not fit into his criteria of looking for growth stocks but would fit in for certain investors because it has a very good dividend yield, which should be fairly sustainable. If you are looking for dividend yield and a safe investment, he wouldn't be against this one. Even if they have to cut the 12% dividend in half, it is still a good bargain.

COMMENT

Good Latin America and emerging market exposure. Based in Spain, which is not the most enticing outlook but South and Latin America will compensate. As long as Europe doesn’t crash and burn completely, this should be a decent long term investment.

TOP PICK

Spanish telecommunications company. One third of revenues come from Spain, another third from the rest of Europe and the last third from Latin and South America. Trades at about 9-10 times earnings. Payout a lot of their free cash flow in dividends and he would like to see them cut this. Latin America is growing data at 40%. Really good growth story.

SELL

Growth in Latin American operations has not been enough to keep them from Spanish economy. Don’t have refinancing risk until 2013. Safe to say he is reconsidering position. Doesn’t think dividend increase they promised will continue.

DON'T BUY

Spanish telecommunications company. A lot of exposure in Europe but it's growth markets are in Latin America. Attractive dividend yield of about 10% but he is concerned about its sustainability. Missed on their quarterly numbers and management guided limited growth for the balance of the year. Would prefer CenturyLink (CTL-N).

COMMENT

Global wireless play. Spanish-based but the big thing is it is a major player in Latin America. Great stock with a yield of 9%. The real problem with this one is their domestic Spanish and European markets. An alternative would be Vodafone (VOD-Q).

TOP PICK

68% of revenue comes from outside of Spain- emerging markets. 9x earnings, almost 9% yield. Emerging market exposure without the risk.

BUY

If the European economy starts to settle down, this stock will offer substantial material capital appreciation over 2 to 3 years. There will be some short-term volatility. 8.5% yield is sustainable.

DON'T BUY

Lots of business in South America and Europe but he would tend to focus more on the domestic telecoms like Bell (BCE-T) and Telus (T-T) but also owns AT&T (T-N) and Verizon (VZ-N). These companies have gone through pretty good restructuring.

TOP PICK

Spanish telecom. One third of revenues comes from Spain, one third from Europe and the rest from Latin/South America. Trades at 9X earnings and 9% yield, which is very sustainable and could be increased over time. Good way to play emerging markets.

COMMENT

An interesting thing he is seeing in mobile devices is the increased use of band widths and these companies get into the business of reselling this. He is a believer in this space.

TOP PICK

One sector that is compelling is Telco space, but as well, this company was hurt during the Spanish meltdown. Tremendous free cash flow. 40% exposure in South America. Margins are around 45% in Brazil. Safe way to participate in the emerging markets. Looking for increased dividends in the next couple of quarters.

TOP PICK

Favourite European telecom, largest in Spain. The rest of Europe and Latin America is 68% and that is going gangbusters. Great Yield, 8%, 9 PE, great growth profile. All those people in Latin America will move to data at some point. Dividend increase anticipated.

HOLD

Situation in Spain is a drag on the stock as it is on most European stocks at this stage, but a significant amount of their earnings comes from outside of Europe. Latin and South America in particular. Good dividend yield.

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