Verizon CommunicationsVZBUYDec 08, 2014Stock price when the opinion was issued
As of Oct 23, 2026. Market Open.
Starlink is a bit of a red herring -- Elon is a promoter, and this is a long-dated opportunity (if it happens at all).
Stocks overreacted to the downside. About 80% of the 1-day fall was made up in 5-6 days. Produces significant cashflow. CEO is more of an entrepreneur. Great opportunity. Yield is almost 6%.
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%.
Had really great growth over the last couple of years, on the back of being a leader on the 4G LT network. When there is a lot of capital in the market, it makes people do some not so responsible things, and that has been a concern giving a lot of pricing pressure. She has been buying into that weakness and concern. Sees the dividend as being sustainable. This company has always been ahead of the curve in building out their network or products. A stable dividend of 4.5%.