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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
BUY
Has owned for years. Telecom is at the top of the list of sectors that lagged behind last year. This is a way of using a northern hemisphere stock to access emerging markets (Brazil). Debt load is not unusually high and being paid down aggressively. Entry price is a decent entry point. It’s a well run company.
BUY
Telecommunication companies trade at very low multiples with very high free cash flow yields and a great dividend yields. This one has done a very good job of expanding their franchise in Latin America on the cell phone side. 5.6% yield.
PAST TOP PICK
(A Top Pick March 3/09. Up 65.01%.) Face a challenging regulatory environment in Spain but 40% of their business comes from Latin America, Brazil in particular. Expecting dividends to increase by 50% over the next 3-4 years. Not expensive.
BUY
(Market Call Minute) Good wireless exposure in Brazil.
TOP PICK
One of the biggest wireless providers in Brazil. Started paying dividends in 2002 and continues to increase. Brazilian profits were up 50%. With Olympics coming, per capita income rising and the infrastructure spending it should do very well going forward. Buy on weakness.
PAST TOP PICK
(A Top Pick March 3/09. Up 60.91%.) Rebalanced this one because of weighting but continues to be an excellent holding. Looking for significant dividend increases over the next little while.
PAST TOP PICK
(A Top Pick March 3/09. Up 38.07%.)
PAST TOP PICK
(A Top Pick March 3/09. Up 24.4%.) In addition to the European exposure, he also likes their Latin American exposure, which has been growing very nicely. Increased their dividend 15% and has a current 6% yield.
PAST TOP PICK
(A Top Pick March 3/09. Up 10.8%.)
TOP PICK
Got smoked in Spain but in Brazil and the rest of the world they are doing very well. Wireless growth in Latin America is up almost 20%. Dividend yield of 6.72%.
PAST TOP PICK
(A Top Pick March 17/08. Down 25.5%.) Growth in Brazil has been fantastic and he is still buying.
TOP PICK
The incumbent telephone company in Spain. Telecom sector has been pretty reasonable in holding up through recent turmoil. Has operations in Spain and Latin America plus some other businesses in different parts of Europe. Expect them to maintain and grow their 6.75% dividend, which is expected to grow 15% in 2009.
PAST TOP PICK
(A Top Pick Dec 4/07. Down 39%.) Sold his holdings. Telephone group is interesting, partly because many of them have yields. Cash flows are very strong and predictable.
BUY
Interesting company because most of their business is done outside of Spain. Dominant in fixed line and wireless in Spain but have 115 million subscribers on the wireless side outside of Spain and 25 million inside of Spain.
BUY
Si! Buy
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