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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
DON'T BUY
Likes telcos. Haven't participated in the rally and many high quality ones are available at 4-5 times cash flow and dividend yields well north of 6%. Knock on this one is that it operates in markets that are very competitive and doesn't consistently have a wire line in the different countries. Would suggest Telefonica (TEF-N), which 2/5 operating profits are out of Brazil with a yield in excess of 7%.
TOP PICK
Has lots of growth in Asia and the 3rd world. Great yield of 3.7%. Looking for it to be a big winner in 1 to 3 years out.
PAST TOP PICK
(Top Pick Feb 27/09, Up 27%) Margins are starting to come back and you get a good dividend out of it.
SELL
Cheap on valuation but they face some difficult things. They under spent on capital expenditure. This hurt them because data is becoming an important part of their business. Capacity is a problem on their network. It probably wont hurt the dividend.
DON'T BUY
Trades about 8% on PE and about 12%-13% on a free cash flow yield so it looks cheap. One of the headwinds it faces is their stake in Verizon (VZ-N), which just gives them a dividend and doesn't help them to grow. Have maintained low levels of CapX and although they have lots of cost savings, which hurts them going forward.
BUY
Wireless provider based in the UK with worldwide operations. Owns half of Verizon Wireless, which he likes. Dropped quite a bit because cell phone usage globally was curtailed during the recession as well as heavier competition in India, but things are getting better.
TOP PICK
English-based worldwide wireless carrier. Own 50% of Verizon wireless, which is a huge revenue spinner. May increase dividend or buyback a lot of stock. Wireless business is stabilizing
DON'T BUY
Like a lot of the telcos there is a very good yield (6.5%) and over the years it has brought down its debt to a reasonable level. One of its problems finding growth. There is more competition. One of their US franchises is part of Verizon (VZ-N), which they can't separate out to get the benefit.
TOP PICK
European telecoms have not done very well over the last year and have not participated in the recent rally yet their numbers have started to come in reasonably positive and above expectations. Trading at about 8X earnings with the dividend of almost 6%. Technically it looks like it could break out.
BUY
Wireless company without problems that AT&T has with collapsing land-line margins. Very appealing stock. Dividend is probably reasonably safe.
TOP PICK
Helped that some of the low cost providers are getting squeezed by the economy.
PAST TOP PICK
(A Top Pick April 10/08. Down 44.6%.) Could see more competition coming for major Canadian players. Cell phones are more prevalent in emerging markets than wire lines.
TOP PICK
English teleco in Europe & developing world. Also owns 50% of Verizon Wireless (VZ-N) that is expected to start paying dividends in 2011. Stock has been hurt because of rising competition in some markets and high capital expenditures. Competition is starting to wane as economy deteriorates. 2 markets are very important for them, India and Turkey. Yield of about 6.5%.
COMMENT
Would probably be one of the global carriers that he would look at. A solid company. Enough different fingers in enough different pies that it could be considered a core holding in the telecom space.
BUY
2nd largest wireless globally. They keep adding to their stable of subscribers. Breaking ground in some emerging countries.
Showing 211 to 225 of 251 entries