Opinions Gordon Reid
Verizon CommunicationsVZBUYAug 20, 2014
Gordon ReidStock price when the opinion was issued
As of Sep 11, 2026. Market Open.
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A changed company. Older business model was volume-based, now has a bit more of an entrepreneurial spirit and is a bit more growthy. Cutting back on getting the customer at any price to a higher-quality customer. New focus is turning up in cashflow. Returning a lot of cash to investors, lots of buybacks.
Defensive play. Yield is 5.67%.
Gordon Reid
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Premium contentVerizon Communications Inc. is a holding company. The Company, through its subsidiaries, provides communications, information and entertainment products and services to consumers, businesses and governmental agencies. Its segments include Wireless and Wireline. The Wireless segment offers communications products and services, including wireless voice and data services and equipment sales, to consumer, business and government customers across the United States. Social media mentions are up 1300% in the past 24h.
This represents an interesting opportunity. The catalyst is really the purchase of the share of the wireless opportunity that Vodafone (VOD-Q) controlled. This was accretive right from the get-go. They are growing their earnings at a fairly good pace in industry that generally does not have rapid growth. Trading at a reasonable multiple. The dividend is a very attractive lure to an entry and this dividend will have growth. With the debt loads that they carry, any increase in interest rates will be a negative to the industry. 4.3% dividend.