Opinions John Zechner
Verizon CommunicationsVZCOMMENTJul 07, 2015
John ZechnerStock price when the opinion was issued
As of Oct 23, 2026. Market Open.
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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%.
Gordon ReidA 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.
Has been starting to look at Canadian telecom stocks again because they have been under some pressure. Then he compared them to the US telecom stocks, and found they were a lot cheaper than the Canadians’. Thinks people are a little reticent or worried about growth for this company. This, with its decent yield and very good valuation and owning the pipes that are going to generate the growth in the Internet traffic still, is pretty attractive right now.