Verizon Communications (VZ-N)

High quality communication company.
Recent share weakness equates good time to invest.
7% dividend yield very strong.
Expecting a 25% increase in the share price going forward.
Excellent for long term shareholders. 

Growth isn't there, though he isn't worried about their dividend.

Fine here, good dividend yield, relatively low valuation. But you don't have a lot of growth. He prefers Canadian telecom at this point, like BCE, Rogers, and Telus. US firms overspent on content, levered up massively. In the US, he'd prefer AT&T for the turnaround.

T-Mobile is crushing this, but don't sell it at this level. It pays a good yield that's safe, but they won't grow--that's a shame.

The telcos in the U.S. have done poorly. Buy a Canadian telco instead.

Consolidating business with large amounts of debt.
Highly cautious on investing in company with rising interest rates.
Company vulnerable to tech disruptions. 
Would not recommend buying.
Very competitive business.

Bit of a trap. Good valuation, 8x earnings. High dividend, close to 7%, which is alluring. Growth has stalled. Highly competitive space. Over time, dividend's safety has edged lower.

It pays a 7% dividend but has incredible competition in the U.S. With only 1 to 2% revenue growth, look elsewhere. The sector is better in Canada.

Strong brand with legacy assets. 
Stable product demand (phone demand not going anywhere).
Will be good investment for long term investment. 
Over 90mm customers.
Dividend ~7% is very strong. 
Strong business fundamentals. 

Cheapest it's been for 35 years. Balance sheet has seen beautiful, steady growth. Intrinsic value has slipped somewhat. Lots of upside potential to FMV. A meeting of supreme value, extreme cheapness, and excellent yield. He's not looking for exciting, he's looking for his 7% return. Terrific dividend of 6.92%.