Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NASDAQ:VOD

Vodafone Group PLC (VOD)

14.30
-0.00 (0.00%)
as of Jun 18, 2026, 8:00:00 pm Market Open.
82 watching
0
STRONG BUY
Loves it. A screaming buy. The major thing to like is their ownership of Verizon Wireless. $85 Billion gap in how market values Verizon in VOD vs. how analysts value it. They are throwing off all kinds of cash and the special dividend may just be the first of more to come.
BUY
Likes it better than BCE. Trading at about 9x PE. Growing into emerging markets in an aggressive way.
BUY
It is a defensive stock and is now starting to get dividends. There is a tax investigation in the UK right now. Major problem is that the Europe Market is saturated. Descent dividend yield. It is one of the more defensive plays.
BUY
Great way to gain exposure to global wireless business. Emerging growth in China and India and other emerging markets. Dividend is sustainable plus special last year. In all likelihood you will see that special dividend again this year.
DON'T BUY
An interesting telco. European in origin but has some emerging market exposure but is usually the 2nd, 3rd or 4th in emerging markets. Payout ratio is very high at roughly 90%. Given the regulatory environment in Europe, he would think the dividend is at risk.
HOLD
As a value investor, he likes the story. Paid a special dividend in Jan/12, which came through Verizon (VZ-N) which took annualized yield up to 8%. Also has growth aspects, as it is exposed to India and parts of Africa.
COMMENT
Has done a very good job of developing foreign markets and a significant portion of their exposure comes from outside of Europe. However, they do have a relatively high concentration of their business in Europe still, which is not the best regulatory environment for mobile or phone company. A reasonable holding but he prefers others.
BUY
Royal Dutch Shell (RDS.A-N) Vodaphone (VOD-Q)? Both are likely to do OK for you over time. This is one of the leading global phone companies with a very decent yield but which will probably get reduced over time as they have not been getting regular dividend as a shareholder in Verizon (VZ-N).
PAST TOP PICK
(A Top Pick Dec 16/10. Up 10.8%.) Still a good one. Has been paying special dividends. Nice yield.
COMMENT
Likes the business they are in, which is wireless around the world. Big growth is in emerging markets but their best asset is their 45% holding in Verizon Wireless (VZ-N), which has just declared their 1st dividend. Thinks this will be a recurring event.
BUY
Owns 45% of Verizon (VZ-N) and they get a special dividend. They need to do something about Verizon. A more sustainable dividend.
HOLD
Well run and the 3.6% dividend is safe. Dividend will grow in time along with its modest earnings growth. You need to be patient with this.
TOP PICK
Largest wireless phone company in Europe. A third of its business is in Africa, middle east and Asia. Trades at about 14X earnings. Worth mid-$40s. Yields about 3.5%. Owns 45% of Verizon (VZ-N), largest wireless in the US.
BUY
World’s largest international cellular operator. Combination of a really nice yield of 5%, special dividends and growth.
WEAK BUY
One of the sectors he likes. Beta is lower. Yield is nice, over 5%. There are some other names that are a little more attractive in terms of reliability of earnings. You wont go wrong but there may not be a ton of growth.
Showing 166 to 180 of 251 entries