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NYSE:TEF

Telefonica S.A. (TEF)

4.50
-0.00 (0.00%)
as of Jun 11, 2026, 12:00:00 am Market Open.
14 watching
0
COMMENT
Spanish Telecom. He owns Vodaphone (VOD-Q) because he felt it had more emerging market exposure. This one’s exposure is in Latin America.
DON'T BUY
Doesn’t expect the Spanish economy will disrupt the dividend. Globally consumers use their cell phones so cash flows won’t be affected very much. Stock itself could be affected and become volatile.
BUY
European play on yield. Likes the payout and the sustainability.
BUY
You will be ok with this one. He chose a different one. These companies are being a bit tarnished here. These companies look a bit interesting here.
TOP PICK
Some European assets but the bulk is in Brazil where they just bought the Brazilian wireless assets of Portugal Telecom. Will have a lot of profit growth and dividend growth.
BUY
Main telephone service provider for Spain, but growth is going to come from emerging markets. Big player in Latin America with 135 million subscribers. Growth will be in cellular. 7.7% yield.
TOP PICK
Have both fixed line and wireless but the wireless mix is going to be more significant going forward. Also completed an acquisition in Brazil that is expected to be accretive of earnings next year. 7.4% dividend.
BUY
Unique company because not only does it have a franchise on wireless and wire line in Spain, but have the largest franchise in Latin America, one of the fastest growing areas globally. Yield of 7.6%.
COMMENT
Trying to acquire the Brazilian mobile phone company Vivo from its joint venture partnership but are being blocked by Portuguese shareholders. 8% yield.
TOP PICK
(A Top Pick May 8/08. Up 7.27%.) One of the largest telecoms globally. 8.3% dividend yield is expected to go up over the next 5 years. Down 40% year-to-date because it has been tarred and feathered with all the other Spanish names of more than 40% of their revenues are from outside of Europe. Biggest growth is Brazil, their biggest asset on the wireless side.
BUY
Great business. Although Spain is having a lot of economic issues, a lot of their growth is in Latin America. Growth is coming from their wireless business. Currently trying to buy out the joint venture in Brazil from Telecom Portugal. Very cheap. Almost a 9% free cash flow yield.
STRONG BUY
Spanish telecom company that has fixed line and mobile in Spain but also a great, very large franchise in Latin and South America. 1st quarter was poor in their fixed line but growth is coming on their mobile side. Trading at 5.1 to EBITDA. Free cash flow yield of about 11.9%. 9% dividend yield.
BUY
Pulled down by some of the activities in Spain. This is a good time to think about adding. Fantastic dividend yield of 8.75% and looking for significant increases before 2012.
BUY
2/5 operating profits are out of Brazil with a yield in excess of 7%. Have wire line (Internet access and IPOD access (?)) across their markets.
BUY
(Market Call Minute) Great telecom. Problems with Venezuela. They can cover the dividend no problem. Great growth and well run.
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