Vodafone Group PLC | StockChase
215
Vodafone Group PLC (VOD-Q)

Last Price Recorded: $31.0700 on 2017-12-15

ON STOCKCHASE SINCE Dec 2000

wireless technology

Telecommunications
215
Vodafone Group PLC (VOD-Q)

Last Price Recorded: $31.0700 on 2017-12-15

ON STOCKCHASE SINCE Dec 2000

wireless technology

Telecommunications

Vodafone Group PLC


Signal Opinion Expert
COMMENT
Vodafone Group PLC(VOD-Q) 

November 28, 2017

Most global telcos are faced with stagnating growth. They all have hefty dividend yields and are starting to get their costs down in the face of increasing competition. Not a huge fan of the sector. People are simply unplugging and streaming, which puts pressure on them. A solid dividend story, but not a growth situation.

Telecommunications

Most global telcos are faced with stagnating growth. They all have hefty dividend yields and are starting to get their costs down in the face of increasing competition. Not a huge fan of the sector. People are simply unplugging and streaming, which puts pressure on them. A solid dividend story, but not a growth situation.

Telecommunications
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$30.560
Owned Owned
No

COMMENT
Vodafone Group PLC(VOD-Q) 

November 20, 2017

There is nothing wrong.  They are a good dividend payer.  It is probably the one in telecom he would choose, but has no exposure to the sector at present.  It gives you a nice steady dividend yield.  The one area with opportunity is in India where they are a significant player. 

Telecommunications

There is nothing wrong.  They are a good dividend payer.  It is probably the one in telecom he would choose, but has no exposure to the sector at present.  It gives you a nice steady dividend yield.  The one area with opportunity is in India where they are a significant player. 

Telecommunications
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$30.930
Owned Owned
No

BUY
Vodafone Group PLC(VOD-Q) 

November 20, 2017

VZ-N vs. VOD-Q.  He does not follow the US market.  VZ-N would be the best in terms of the US and VOD-N would be the best internationally.  Owning both would be a good strategy.

Telecommunications

VZ-N vs. VOD-Q.  He does not follow the US market.  VZ-N would be the best in terms of the US and VOD-N would be the best internationally.  Owning both would be a good strategy.

Telecommunications
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$30.930
Owned Owned
Unknown

BUY on WEAKNESS
Vodafone Group PLC(VOD-Q) 

October 13, 2017

All European telcos are basically having the same thing that is happening with US telcos. We are in an environment where people are starting to chase growth and we are at the top of the cycle. Companies that produce safe and steady dividends are no longer sexy. However, the problem between Europe and the US is a very different story, and sector rotation doesn’t really apply. Europeans are now starting to grow revenue as well as earnings. They have top line growth which we don’t have in North America. There is also expansion and acquisitions going on. The largest market for this company is Germany. The dividend is safe. If we see more BREXIT noise occurring, buy this on a dip.

Telecommunications

All European telcos are basically having the same thing that is happening with US telcos. We are in an environment where people are starting to chase growth and we are at the top of the cycle. Companies that produce safe and steady dividends are no longer sexy. However, the problem between Europe and the US is a very different story, and sector rotation doesn’t really apply. Europeans are now starting to grow revenue as well as earnings. They have top line growth which we don’t have in North America. There is also expansion and acquisitions going on. The largest market for this company is Germany. The dividend is safe. If we see more BREXIT noise occurring, buy this on a dip.

Telecommunications
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$29.120
Owned Owned
Yes

PAST TOP PICK
Vodafone Group PLC(VOD-Q) 

September 29, 2017

(A Top Pick Oct 19/16. Up 9%.) They did a deal in India, where they merged their Indian business with India’s Idea Cellular. This is still a Buy. Dividend yield of 7%.

Telecommunications

(A Top Pick Oct 19/16. Up 9%.) They did a deal in India, where they merged their Indian business with India’s Idea Cellular. This is still a Buy. Dividend yield of 7%.

Telecommunications
Gavin Graham

Trustee, Pointbreak ETFs...

PricePrice
$28.460
Owned Owned
Yes

BUY
Vodafone Group PLC(VOD-Q) 

September 11, 2017

Orange (ORAN-N) or Vodafone (VOD-Q)? Headquartered in the UK, but a global operation with its largest market in Germany. The driver for European operations, which is going to be important for both, is that they are now backing the “fibre to the home” strategy. For a very long period of time, European operations did not have revenue growth. Now that “fibre to the home” is moving forward, regulators have allowed them to charge more profitability. Top line revenues are growing for all European telecoms and they are all performing well. Between these 2, you will get more of a pure play from Orange, but equally, this one looks cheap because of the BREXIT risk. If the pound drops off, you could buy this. He feels both are good here.

Telecommunications

Orange (ORAN-N) or Vodafone (VOD-Q)? Headquartered in the UK, but a global operation with its largest market in Germany. The driver for European operations, which is going to be important for both, is that they are now backing the “fibre to the home” strategy. For a very long period of time, European operations did not have revenue growth. Now that “fibre to the home” is moving forward, regulators have allowed them to charge more profitability. Top line revenues are growing for all European telecoms and they are all performing well. Between these 2, you will get more of a pure play from Orange, but equally, this one looks cheap because of the BREXIT risk. If the pound drops off, you could buy this. He feels both are good here.

Telecommunications
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$28.920
Owned Owned
Unknown

DON'T BUY
Vodafone Group PLC(VOD-Q) 

August 24, 2017

He is not in the sector.  A lot of people are attracted by the yield.  He would have to have growth as well as the dividend.  There is nothing fundamentally wrong with it.

Telecommunications

He is not in the sector.  A lot of people are attracted by the yield.  He would have to have growth as well as the dividend.  There is nothing fundamentally wrong with it.

Telecommunications
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$28.570
Owned Owned
No

DON'T BUY
Vodafone Group PLC(VOD-Q) 

August 21, 2017

(Market Call Minute) They have competition in Europe and are not doing that well themselves.

Telecommunications

(Market Call Minute) They have competition in Europe and are not doing that well themselves.

Telecommunications
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$28.700
Owned Owned
Unknown

COMMENT
Vodafone Group PLC(VOD-Q) 

August 11, 2017

The market has mistakenly perceived this as a UK company, but most of their earnings come from outside the UK. Their biggest market is actually Germany. There have been a number of recent developments. They have pushed the Indian assets into an ID cellular, which enabled them to de-consolidate some debt. All of that has happened at the same time where the Europeans have now pushed the fibre to the home, and it is a 1st time we are seeing revenue growth for European telcos for the last 15 years. He thinks there is more upside.

Telecommunications

The market has mistakenly perceived this as a UK company, but most of their earnings come from outside the UK. Their biggest market is actually Germany. There have been a number of recent developments. They have pushed the Indian assets into an ID cellular, which enabled them to de-consolidate some debt. All of that has happened at the same time where the Europeans have now pushed the fibre to the home, and it is a 1st time we are seeing revenue growth for European telcos for the last 15 years. He thinks there is more upside.

Telecommunications
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$29.000
Owned Owned
Yes

DON'T BUY

The trouble he has with many of the telcos is that it is hard to find the growth. They pay a nice dividend and it looks safe, but if you can’t grow your company, there might be a disruptor coming along, and all of a sudden, they can’t pay the dividend anymore. He has avoided the sector. There are better places to put money.

Telecommunications

The trouble he has with many of the telcos is that it is hard to find the growth. They pay a nice dividend and it looks safe, but if you can’t grow your company, there might be a disruptor coming along, and all of a sudden, they can’t pay the dividend anymore. He has avoided the sector. There are better places to put money.

Telecommunications
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$28.460
Owned Owned
No

COMMENT

Orange (ORAN-N) or Vodafone (VOD-Q)? Europe is very important to them, they are also putting a whole lot of money into India right now. Telenor just exited India, so that is opening some space. There is huge competition in India, and very little money to be made. Debt levels will rise again when 5G spectrum is purchased. The dividend payout is still sitting at around 100%. When he sees a company increase dividends by 1%-2%, it is not an indication of a strong franchise. If you want to be in the European market, because GDP is growing there, Orange would be the pick. If you are a long-term investor and believe in the long term play of India, then then you go with this one.

Telecommunications

Orange (ORAN-N) or Vodafone (VOD-Q)? Europe is very important to them, they are also putting a whole lot of money into India right now. Telenor just exited India, so that is opening some space. There is huge competition in India, and very little money to be made. Debt levels will rise again when 5G spectrum is purchased. The dividend payout is still sitting at around 100%. When he sees a company increase dividends by 1%-2%, it is not an indication of a strong franchise. If you want to be in the European market, because GDP is growing there, Orange would be the pick. If you are a long-term investor and believe in the long term play of India, then then you go with this one.

Telecommunications
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$29.180
Owned Owned
Unknown

BUY

Retail and global investors have misunderstood that this company is a British company, and think that a lot of their income is coming out of the UK. Their biggest market is actually Germany. Spain is a huge market. The rest of Europe is a huge market. The euro zone, for the 1st time in about 15 years, 2 years ago started allowing the regions to grow revenues, so all the telcos in Europe are growing revenues. Because of that, the risk is not as great as it is perceived. The dividend is reasonably safe. They just did a joint venture with a firm in India, which is going to be interesting. The valuation is attractive and the dividend is safe. 3.76% dividend yield.

Telecommunications

Retail and global investors have misunderstood that this company is a British company, and think that a lot of their income is coming out of the UK. Their biggest market is actually Germany. Spain is a huge market. The rest of Europe is a huge market. The euro zone, for the 1st time in about 15 years, 2 years ago started allowing the regions to grow revenues, so all the telcos in Europe are growing revenues. Because of that, the risk is not as great as it is perceived. The dividend is reasonably safe. They just did a joint venture with a firm in India, which is going to be interesting. The valuation is attractive and the dividend is safe. 3.76% dividend yield.

Telecommunications
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$27.010
Owned Owned
Yes

BUY
Vodafone Group PLC(VOD-Q) 

April 20, 2017

There is hope for the value to go up.  It is a very competitive industry.  They are spending money on spectrum.  They pay a decent dividend.  It is not a bad place to be if you are looking for yield (5.9%).  It is one of the better telecom companies in Europe.

Telecommunications

There is hope for the value to go up.  It is a very competitive industry.  They are spending money on spectrum.  They pay a decent dividend.  It is not a bad place to be if you are looking for yield (5.9%).  It is one of the better telecom companies in Europe.

Telecommunications
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$25.930
Owned Owned
No

BUY
Vodafone Group PLC(VOD-Q) 

April 10, 2017

A decent yield.  It has been pretty uninspiring over the last 5 years.  They are no longer losing subscribers.  You have some growth and perhaps India exposure turns around.

Telecommunications

A decent yield.  It has been pretty uninspiring over the last 5 years.  They are no longer losing subscribers.  You have some growth and perhaps India exposure turns around.

Telecommunications
Gavin Graham

Trustee, Pointbreak ETFs...

PricePrice
$25.730
Owned Owned
Unknown

COMMENT
Vodafone Group PLC(VOD-Q) 

March 13, 2017

Like many European telecoms, this is in huge competition. High marketing platforms, a lot of low margin business coming on. Until they get to 5G there probably won’t be a lot of takeaways for any telecoms in that area. Yield is 5.8% and will probably stay there, but you have to understand that revenues are not growing, they are declining. It is a saturated market.

Telecommunications

Like many European telecoms, this is in huge competition. High marketing platforms, a lot of low margin business coming on. Until they get to 5G there probably won’t be a lot of takeaways for any telecoms in that area. Yield is 5.8% and will probably stay there, but you have to understand that revenues are not growing, they are declining. It is a saturated market.

Telecommunications
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$25.310
Owned Owned
Unknown

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