Opinions Paul Harris, CFA
Verizon CommunicationsVZCOMMENTMay 01, 2017
Paul Harris, CFAStock 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.
A very unique company. They’ve done a deal with Yahoo (YHOO-Q) that is closing in the next little while. Spent a lot of CapX putting fibre to the home, and are going to get the benefits of that over the next several years. You’re not going to get a huge upside, but you can see them slowly grow, and get 8%-10% in returns. Great dividend yield. Relative to AT&T (T-N), it doesn’t have the CapX spend. There may be a time when they feel content becomes very important and they need to do a deal, and that is something you should watch for. Content companies tend to be much more expensive.