Verizon Communications | StockChase
208
Verizon Communications (VZ-N)

Last Price Recorded: $52.6700 on 2017-12-15

ON STOCKCHASE SINCE Feb 2001

telephone utilities
208
Verizon Communications (VZ-N)

Last Price Recorded: $52.6700 on 2017-12-15

ON STOCKCHASE SINCE Feb 2001

telephone utilities

Verizon Communications


Signal Opinion Expert
HOLD
Verizon Communications(VZ-N) 

December 8, 2017

He is staying away from investing too heavily in staples and telecoms, but the valuation on this is very compelling. Trading at 7X EBITDA, a very cheap multiple and a 5% dividend yield. They’ve spent the last few years spending a significant amount of capital on building out their 5G network. We are now hitting the inflection point where in 2018 they are going to start to harvest some of the cash flow back. Most of the heavy lifting has been done on capital spending.

telephone utilities

He is staying away from investing too heavily in staples and telecoms, but the valuation on this is very compelling. Trading at 7X EBITDA, a very cheap multiple and a 5% dividend yield. They’ve spent the last few years spending a significant amount of capital on building out their 5G network. We are now hitting the inflection point where in 2018 they are going to start to harvest some of the cash flow back. Most of the heavy lifting has been done on capital spending.

telephone utilities
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$51.090
Owned Owned
Yes

BUY
Verizon Communications(VZ-N) 

December 4, 2017

They have a strong economic mote.  They have a stable dividend history.  The infrastructure cost in the US per capita would be less than in Canada.  But there are not that many players in the states, although the competitive pressure would be significant. 

telephone utilities

They have a strong economic mote.  They have a stable dividend history.  The infrastructure cost in the US per capita would be less than in Canada.  But there are not that many players in the states, although the competitive pressure would be significant. 

telephone utilities
Jason Del Vicario

Portfolio Manager, HollisWealth...

PricePrice
$51.720
Owned Owned
Unknown

COMMENT
Verizon Communications(VZ-N) 

November 28, 2017

Many people under 25 are disconnecting from a bunch of different devices, including cable. Streaming as much is they can for free and finding ways to take advantage of wireless providers. This company is a huge free cash generator. Competing in the television environment. It’s basically a no-growth, free cash flow, trying to figure out ways to grow. Has a secure dividend. Expects the whole business to shrink. Dividend yield of 4.95%.

telephone utilities

Many people under 25 are disconnecting from a bunch of different devices, including cable. Streaming as much is they can for free and finding ways to take advantage of wireless providers. This company is a huge free cash generator. Competing in the television environment. It’s basically a no-growth, free cash flow, trying to figure out ways to grow. Has a secure dividend. Expects the whole business to shrink. Dividend yield of 4.95%.

telephone utilities
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$48.820
Owned Owned
No

BUY
Verizon Communications(VZ-N) 

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.

telephone utilities

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.

telephone utilities
Mark Grammer

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

PricePrice
$46.200
Owned Owned
No

WEAK BUY
Verizon Communications(VZ-N) 

November 13, 2017

Analysts generally have it as a hold.  Telecom is cheap to him.  They have been underperforming for almost a year.  IYZ-N reflects the telecom sector and he has been buying it.  He likes it here and is in an accumulation here.  He prefers the ETF to one company.  He does not know if VZ-N will be a winner over the boarder sector.

telephone utilities

Analysts generally have it as a hold.  Telecom is cheap to him.  They have been underperforming for almost a year.  IYZ-N reflects the telecom sector and he has been buying it.  He likes it here and is in an accumulation here.  He prefers the ETF to one company.  He does not know if VZ-N will be a winner over the boarder sector.

telephone utilities
Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$44.750
Owned Owned
Unknown

WEAK BUY
Verizon Communications(VZ-N) 

November 6, 2017

The US are down to 4 telecoms and were out of favour as they were bond proxies.  You are getting 5% yield but not price appreciation.  It is getting harder to get new subscribers.  It is a safety stock.  People buy it when they want income.

telephone utilities

The US are down to 4 telecoms and were out of favour as they were bond proxies.  You are getting 5% yield but not price appreciation.  It is getting harder to get new subscribers.  It is a safety stock.  People buy it when they want income.

telephone utilities
Erin Gibbs

V.P., S&P Global Market In...

PricePrice
$45.530
Owned Owned
Unknown

COMMENT
Verizon Communications(VZ-N) 

October 26, 2017

One of the top 10 most widely held stocks in America. The average dividend is over 4%, and he would guess people like it because of its huge dividend. Over the last 10 years, the average annualized growth on the 10 most widely held stocks was 2.6%, not very good in a market which has done considerably better than that. Dividend growth is more important than the average dividend yield, so if a company hasn’t raised the dividend in 10 years, that is generally not a stock you want to buy.

telephone utilities

One of the top 10 most widely held stocks in America. The average dividend is over 4%, and he would guess people like it because of its huge dividend. Over the last 10 years, the average annualized growth on the 10 most widely held stocks was 2.6%, not very good in a market which has done considerably better than that. Dividend growth is more important than the average dividend yield, so if a company hasn’t raised the dividend in 10 years, that is generally not a stock you want to buy.

telephone utilities
John Burke

CEO & CIO, Burke Financial Stra...

PricePrice
$48.890
Owned Owned
Unknown

COMMENT
Verizon Communications(VZ-N) 

September 20, 2017

(Market Call Minute.) These telephone stocks just go sideways. You collect the dividend. If you buy it low and sell it high when ever you pull up the chart, you are good.

telephone utilities

(Market Call Minute.) These telephone stocks just go sideways. You collect the dividend. If you buy it low and sell it high when ever you pull up the chart, you are good.

telephone utilities
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$49.480
Owned Owned
Unknown

SELL
Verizon Communications(VZ-N) 

September 12, 2017

An intensely competitive industry. You have T-Mobile (TMUS-Q) really kicking up with strong competition. Unlimited data has greatly reduced churn, and there are fewer pricing levers and margin levers to pull.

telephone utilities

An intensely competitive industry. You have T-Mobile (TMUS-Q) really kicking up with strong competition. Unlimited data has greatly reduced churn, and there are fewer pricing levers and margin levers to pull.

telephone utilities
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$46.790
Owned Owned
Unknown

DON'T BUY

The dividends are being covered now.  There is a lot of change in the sector.  If you want to take a chance on them working through it, okay, but he is not.  He does not participate in the sector.

telephone utilities

The dividends are being covered now.  There is a lot of change in the sector.  If you want to take a chance on them working through it, okay, but he is not.  He does not participate in the sector.

telephone utilities
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$48.310
Owned Owned
No

COMMENT

Like Bell Canada (BC-T), this pays a big dividend. It has been a little weak, but did report slightly stronger than expected earnings. The outlook is sort of flattish. You own this for its dividend. If you are a Canadian investor, you might as well own Bell, and get the dividend tax credit, not pay double taxation by paying US taxes.

telephone utilities

Like Bell Canada (BC-T), this pays a big dividend. It has been a little weak, but did report slightly stronger than expected earnings. The outlook is sort of flattish. You own this for its dividend. If you are a Canadian investor, you might as well own Bell, and get the dividend tax credit, not pay double taxation by paying US taxes.

telephone utilities
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$48.890
Owned Owned
No

BUY

This is one he would be buying here. You don’t have to worry about the dividend. A lot of the pressure was about them buying the Yahoo position. The other part of this company that is much more difficult is that they are one of the ones that really don’t have that Time Warner aspect of it where everybody wants them to buy something to fill that gap in their portfolio.

telephone utilities

This is one he would be buying here. You don’t have to worry about the dividend. A lot of the pressure was about them buying the Yahoo position. The other part of this company that is much more difficult is that they are one of the ones that really don’t have that Time Warner aspect of it where everybody wants them to buy something to fill that gap in their portfolio.

telephone utilities
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$45.420
Owned Owned
No

COMMENT

The dividend yield is great, and that usually forms half the return you should expect to earn. Telcos are going through radical and rampant evolution and change. The exceptionally disruptive players in the US is “creaming pricing”, and a lot of money needs to be invested to remain competitive. Cell phone penetration is very high. There is a lot of technological disruption. As long as rates stay low, this is okay, but it is not a fast-growing area.

telephone utilities

The dividend yield is great, and that usually forms half the return you should expect to earn. Telcos are going through radical and rampant evolution and change. The exceptionally disruptive players in the US is “creaming pricing”, and a lot of money needs to be invested to remain competitive. Cell phone penetration is very high. There is a lot of technological disruption. As long as rates stay low, this is okay, but it is not a fast-growing area.

telephone utilities
John O'Connell, CFA

Chairman and CEO, Davis Rea...

PricePrice
$46.690
Owned Owned
Unknown

DON'T BUY

They are having troubles like AT&T.  TMUS-Q has unlimited usage and that has been taking a lot of customers away.  Right now it is a race to the bottom.  He would prefer Canadian telecom companies.

telephone utilities

They are having troubles like AT&T.  TMUS-Q has unlimited usage and that has been taking a lot of customers away.  Right now it is a race to the bottom.  He would prefer Canadian telecom companies.

telephone utilities
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report...

PricePrice
$45.320
Owned Owned
Unknown

COMMENT

Had a bad quarter. Adjusted EPS was $.95, compared to $1.06 a year ago. This was really because of competition. US has now become Europe, because everybody is fighting over that last foot in the door and trying to come up with products that people are going to take, as well as spend money on. The dividend yield is high. The dividend increase was not great. You are almost getting a bond -like yield, so you are somewhat better to own the bonds than the stock, because you rate higher in the corporate chain, but you are getting the same kind of payout. He has been buying their bonds as opposed to their stocks.

telephone utilities

Had a bad quarter. Adjusted EPS was $.95, compared to $1.06 a year ago. This was really because of competition. US has now become Europe, because everybody is fighting over that last foot in the door and trying to come up with products that people are going to take, as well as spend money on. The dividend yield is high. The dividend increase was not great. You are almost getting a bond -like yield, so you are somewhat better to own the bonds than the stock, because you rate higher in the corporate chain, but you are getting the same kind of payout. He has been buying their bonds as opposed to their stocks.

telephone utilities
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$45.420
Owned Owned
Yes

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