Telefonica S.A. (TEF-N) Stock Predictions - Stockchase
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Telefonica S.A. (TEF-N)

ON STOCKCHASE SINCE Dec 2004

Headquartered in Spain, but big in wireless in Latin America.

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Telefonica S.A.

TEF-N

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Telefonica S.A. (TEF-N) SAVE Apr, 23, 2019, 5:41 pm

8.29 0.11 (1.31%)

About Telefonica S.A. (TEF-N)

Telefónica, S.A. is a Spanish multinational broadband and telecommunications provider with operations in Europe, Asia, and North, Central and South America. More at Wikipedia

What the experts are saying about TEF-N



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DON'T BUY
Telefonica S.A.(TEF-N) 

June 18, 2018

It's a telecom, which is the worst industry to ever invest in. Telecoms are being swept into the new communication industry which will also include media, cable and internet search. The telecom industry will cease to exist. He's not intersted in telecoms at all. It's crazy. He once paid for long-distance calls; now, they're giving away long-distance calls. Stay far away from this. If you want a dividend, look for a company that's growing its dividend.

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It's a telecom, which is the worst industry to ever invest in. Telecoms are being swept into the new communication industry which will also include media, cable and internet search. The telecom industry will cease to exist. He's not intersted in telecoms at all. It's crazy. He once paid for long-distance calls; now, they're giving away long-distance calls. Stay far away from this. If you want a dividend, look for a company that's growing its dividend.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$8.570
Owned Owned
No

DON'T BUY
Telefonica S.A.(TEF-N) 

January 29, 2018

Don't buy stocks because of high-yield. You need growth in the dividend, not high-yield. A high yield is usually indicative of bad organizational problems. The dividend on this company has gone down 46% in the last year alone. Down 5%-10% in the last 4 years. Brazil was a problem 5-10 years ago. Europe continues to be an issue because all these companies are marketing like crazy and giving big discounts. Also, they are highly indebted. Trading at around 4X debt to cash flow, where 2X is adequate. He would stay out of the telco sector completely, especially the European ones.

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Don't buy stocks because of high-yield. You need growth in the dividend, not high-yield. A high yield is usually indicative of bad organizational problems. The dividend on this company has gone down 46% in the last year alone. Down 5%-10% in the last 4 years. Brazil was a problem 5-10 years ago. Europe continues to be an issue because all these companies are marketing like crazy and giving big discounts. Also, they are highly indebted. Trading at around 4X debt to cash flow, where 2X is adequate. He would stay out of the telco sector completely, especially the European ones.

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David Driscoll

President , Liberty Internationa...

Price Price
$10.410
Owned Owned
No

DON'T BUY
Telefonica S.A.(TEF-N) 

April 4, 2016

The problem is competition.  Prices have continued to be cut.  The dividend has been dropping and the CEO announced his retirement. He sees no good reason to own European telecoms.

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The problem is competition.  Prices have continued to be cut.  The dividend has been dropping and the CEO announced his retirement. He sees no good reason to own European telecoms.

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David Driscoll

President , Liberty Internationa...

Price Price
$10.660
Owned Owned
Unknown

DON'T BUY
Telefonica S.A.(TEF-N) 

January 15, 2016

Usually when a dividend yield is getting up over 10%, it means that there is something on the horizon and the dividend either has to be cut or they really have to raise their business in a big way. The difficulty for this company is Europe. There is a lot of competition and price cutting going on. It is very difficult to make a lot of money because margins are very thin. This company also has investments in Latin America and South America. If Brazil’s government bonds are downgraded, it will have a big impact on this company. He would avoid this stock right now.

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Usually when a dividend yield is getting up over 10%, it means that there is something on the horizon and the dividend either has to be cut or they really have to raise their business in a big way. The difficulty for this company is Europe. There is a lot of competition and price cutting going on. It is very difficult to make a lot of money because margins are very thin. This company also has investments in Latin America and South America. If Brazil’s government bonds are downgraded, it will have a big impact on this company. He would avoid this stock right now.

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David Driscoll

President , Liberty Internationa...

Price Price
$9.830
Owned Owned
No

DON'T BUY

The challenge was that Europe crashed and Spain almost strangled the whole business, then there were currency issues in Latin America.  Longer term they need to get the debt down and then it will be a good story.

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The challenge was that Europe crashed and Spain almost strangled the whole business, then there were currency issues in Latin America.  Longer term they need to get the debt down and then it will be a good story.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$15.280
Owned Owned
Unknown

HOLD
Telefonica S.A.(TEF-N) 

March 27, 2015

They are getting quite serious about restructuring the business. In Europe, when there are regulatory changes and they embrace higher phone charges, it will mean that incumbent telephone operators will be able to dole out fibre, which will be very profitable for their businesses. Because of this, all European telecoms are running. When the dividend is re-introduced and the growth coming on, it will be a longer-term story. There are some interesting stories here, but you have to be a little bit careful in terms of the governance. He is sitting on the fence, but thinks there is a lot of upside from these levels.

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They are getting quite serious about restructuring the business. In Europe, when there are regulatory changes and they embrace higher phone charges, it will mean that incumbent telephone operators will be able to dole out fibre, which will be very profitable for their businesses. Because of this, all European telecoms are running. When the dividend is re-introduced and the growth coming on, it will be a longer-term story. There are some interesting stories here, but you have to be a little bit careful in terms of the governance. He is sitting on the fence, but thinks there is a lot of upside from these levels.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$14.590
Owned Owned
Unknown

COMMENT
Telefonica S.A.(TEF-N) 

October 30, 2014

Likes the company. Thinks they have some really great assets. Have been very astute at getting rid of non-core assets. Have some great businesses in very high growth areas such as Brazil and Argentina and Latin America. Has the opportunity to be a really hefty growth company. This business requires a lot of Cap X, which has hurt them a bit. Feels this is a unique company. Looking at the numbers, the Latin American site continues to do well. It is Spain that has really been hurt in the last little while. Thinks the stock will do well.

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Likes the company. Thinks they have some really great assets. Have been very astute at getting rid of non-core assets. Have some great businesses in very high growth areas such as Brazil and Argentina and Latin America. Has the opportunity to be a really hefty growth company. This business requires a lot of Cap X, which has hurt them a bit. Feels this is a unique company. Looking at the numbers, the Latin American site continues to do well. It is Spain that has really been hurt in the last little while. Thinks the stock will do well.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$14.690
Owned Owned
Yes

COMMENT
Telefonica S.A.(TEF-N) 

October 9, 2014

Spain effectively imploded, which was the home market for this company. The dividend was cut and the balance sheet debt got to a very, very high level. When the dividend got cut, the stock rebounded quite nicely. The challenge he has is that it is returning to its bad old days of adding more debt to the books. A good quality company, but there are better places to be. He would prefer China Mobile (CHL-N) which has more cash than debt on their books. Pays a decent dividend.

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Spain effectively imploded, which was the home market for this company. The dividend was cut and the balance sheet debt got to a very, very high level. When the dividend got cut, the stock rebounded quite nicely. The challenge he has is that it is returning to its bad old days of adding more debt to the books. A good quality company, but there are better places to be. He would prefer China Mobile (CHL-N) which has more cash than debt on their books. Pays a decent dividend.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$14.870
Owned Owned
Unknown

COMMENT
Telefonica S.A.(TEF-N) 

September 16, 2014

Making some strategic moves including a bid for a Brazilian phone company. This is not going to be an income stock the way it used to be. Repositioning themselves as more of a total return stock. If looking for a phone company to produce income, you are probably better off with one of the Canadians or something like Vodafone (VOD-Q).

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Making some strategic moves including a bid for a Brazilian phone company. This is not going to be an income stock the way it used to be. Repositioning themselves as more of a total return stock. If looking for a phone company to produce income, you are probably better off with one of the Canadians or something like Vodafone (VOD-Q).

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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$15.490
Owned Owned
Unknown

BUY
Telefonica S.A.(TEF-N) 

August 28, 2014

In expanding to Latin America, it almost choked them.  Ultimately the dividend got cut.  Now Spain is better and TEF-N is doing better.  Stock is rising on the back of better demand in Europe.

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In expanding to Latin America, it almost choked them.  Ultimately the dividend got cut.  Now Spain is better and TEF-N is doing better.  Stock is rising on the back of better demand in Europe.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$15.840
Owned Owned
Unknown

COMMENT
Telefonica S.A.(TEF-N) 

January 23, 2014

Probably the telecom sector is not going to be a leader in this market. If you think the economy is slowly improving, you might want to be in more economically sensitive groups. This is a great company. Gives you a little yield of about 2%. It will be a huge beneficiary of an improving Europe, but will improve with the sector.

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Probably the telecom sector is not going to be a leader in this market. If you think the economy is slowly improving, you might want to be in more economically sensitive groups. This is a great company. Gives you a little yield of about 2%. It will be a huge beneficiary of an improving Europe, but will improve with the sector.

telephone utilities
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David Burrows

President , Barometer Capital Ma...

Price Price
$16.430
Owned Owned
No

COMMENT
Telefonica S.A.(TEF-N) 

January 20, 2014

Although headquartered in Spain, this is really mainly focused in Latin America in many ways. Huge assets in Brazil, Argentina, etc. They are not given credit for a lot of the things they did. Cut their dividend and cut back on capital expenditure. Sold off some assets and funded themselves through cheaper areas as well. Expect there will be upside on the stock and it is not expensive.

telephone utilities
0 0 0 0 0
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Although headquartered in Spain, this is really mainly focused in Latin America in many ways. Huge assets in Brazil, Argentina, etc. They are not given credit for a lot of the things they did. Cut their dividend and cut back on capital expenditure. Sold off some assets and funded themselves through cheaper areas as well. Expect there will be upside on the stock and it is not expensive.

telephone utilities
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$16.810
Owned Owned
Yes

COMMENT
Telefonica S.A.(TEF-N) 

November 8, 2013

Used to own this but got rid of it because of the high debt leverage they had. All European telecoms are fighting each other, competing on price and this is really having a drawdown on the ability of growing their EBITDA and cash flows. Brazil was negative this year. Had to sell assets to raise cash to pay down debts. Struggling right now. If he were a speculator with a long-term outlook, you might speculate on the stock price but don’t expect a whole lot over the next 3-4 years. Why bother investing overseas. Just buy one of the Canadian telcos.

telephone utilities
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Used to own this but got rid of it because of the high debt leverage they had. All European telecoms are fighting each other, competing on price and this is really having a drawdown on the ability of growing their EBITDA and cash flows. Brazil was negative this year. Had to sell assets to raise cash to pay down debts. Struggling right now. If he were a speculator with a long-term outlook, you might speculate on the stock price but don’t expect a whole lot over the next 3-4 years. Why bother investing overseas. Just buy one of the Canadian telcos.

telephone utilities
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David Driscoll

President , Liberty Internationa...

Price Price
$16.600
Owned Owned
No

COMMENT
Telefonica S.A.(TEF-N) 

July 25, 2013

He likes this one at this price. This was a very big growth story, a play on the emerging markets. Spain imploded and you cannot appreciate how difficult that is for a company to manage. They cut the dividend and are now aggressively paying down debt and really righting the ship. In a year’s time, this could be a very interesting story. They will reinstate the dividend at some point and this will move quickly. Once the dividend is reinstated and the balance sheet is back on side, this could quite easily be a €25 stock. Wait until Spain stabilizes.

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He likes this one at this price. This was a very big growth story, a play on the emerging markets. Spain imploded and you cannot appreciate how difficult that is for a company to manage. They cut the dividend and are now aggressively paying down debt and really righting the ship. In a year’s time, this could be a very interesting story. They will reinstate the dividend at some point and this will move quickly. Once the dividend is reinstated and the balance sheet is back on side, this could quite easily be a €25 stock. Wait until Spain stabilizes.

telephone utilities
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$13.870
Owned Owned
Unknown

COMMENT
Telefonica S.A.(TEF-N) 

April 25, 2013

A Spanish telecom company.  Very difficult environment.  They cut the dividend, which was smart.  It gets a lot of its revenue from outside of Spain, though, in Europe and from Latin America.  Doesn’t think Verizon will buy them.

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A Spanish telecom company.  Very difficult environment.  They cut the dividend, which was smart.  It gets a lot of its revenue from outside of Spain, though, in Europe and from Latin America.  Doesn’t think Verizon will buy them.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$14.320
Owned Owned
Yes

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