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Showing posts with the label Verizon Communications

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Verizon: 5G Pause

The news on the Samsung 5G Galaxy and iPhone should solidify that 5G won't be ready for prime time anytime soon. Verizon recently hit $60, topping off a big rally since the summer. The improved payout ratio from AT&T will make Verizon a source of funds as investors flip into that much higher dividend yield. The   announcement   that   Samsung   ( OTC:SSNLF ) and   Verizon Communications   ( VZ ) won't launch a 5G phone until next year will likely lead to a pause in Verizon stock. The stock recently hit   my target   at $60 likely on the back of 5G excitement. The lack of devices to connect to a 5G network should cause the excitement over the new technology to come to a sudden halt. Read the full article on Seeking Alpha.  Disclosure: Long AAPL, QCOM. Please review the disclaimer page for more details.   

Verizon: Is The Union Strike A Threat?

Two major unions go on strike against Verizon disrupting new service installations. At this point, the strike is mainly isolated to the wireline business insulating the investment impact. Verizon will continue trading weak as the strike and the Yahoo bid impact shareholder sentiment. Due to the market focusing on the Yahoo (NASDAQ: YHOO ) bid, Verizon Communications (NYSE: VZ ) isn't getting much attention regarding the union strike. The Communications Workers of America and the International Brotherhood of Electrical Workers went on strike on Wednesday and even had Democratic presidential candidate Bernie Sanders attend a rally. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Verizon: Low Churn Paving The Way For Huge Cash Flows

Verizon continues to churn out strong earnings as customers remain loyal to the wireless service. The company is generating free cash flow of nearly double the quarterly dividends that alone yield 5%. The stock remains cheap at 11.3x 2016 EPS estimates whether or not earnings plateau next year. While the market focuses on the 2016 earnings plateau predictions of the company, Verizon Communications (NYSE: VZ ) offers up attractive valuations now. The leading domestic wireless provider reported another quality quarter despite facing intense pressure from the other wireless providers trying to grab market share. Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Verizon: Mobile Ad Dumpster Diving

Verizon is slowly building up a mobile-ad service. The go90 mobile service offers a glimpse of the future though providing limited impact to current financials. The wireless provider continues to pivot toward the future while providing investors a 5% yield to enjoy in the mean time. Though the AOL deal didn't originally appear to offer much value to a wireless behemoth like Verizon Communications (NYSE: VZ ), considering its lack of growth and small size, some opportunties emerged that made the service all additive. In a similar manner, the purchase of Millennial Media (NYSE: MM ) for a meager $248 million doesn't appear to offer anything meaningful to a company worth over $180 billion. Read the full article on Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Verizon: Investment Thesis Enhanced

Despite a compelling valuation previously highlighted as the best in years the stock dropped to new multi-year lows. Unfortunately the rhetoric regarding the domestic pricing wars are ongoing, but the damage appears easily contained. The investment thesis isn't altered at this point with the volatile market providing a better entry point at an even higher dividend yield. One of the most disappointing calls of the last few months was that Verizon Communications (NYSE: VZ ) was set to rally. Having survived the domestic wireless pricing war, the company appeared poised to rally to new heights. The stock was deemed the " Best Value In Years ", but Verizon hasn't gained in the last couple of months. In fact, the stock actually hit multi-year lows if one counts the flash-crash type trading that took place on August 24. Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer pag...

Verizon: Best Value In Years

Verizon completes the AOL merger that distracted investors on the valuation of the stock. The domestic pricing wars are starting to lose steam. Verizon provides the best valuation the stock has offered in several years. With the closing of the AOL (NYSE: AOL ) deal, Verizon Communications (NYSE: VZ ) can now move forward. While AT&T (NYSE: T ) is surging to new highs building off the April surge in the stock, Verizon is down after going forward with AOL. Part of this is due to some excitement building for the DirecTV (NASDAQ: DTV ) merger, but the market appears to be overlooking Verizon now. Read the full article on Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Update: Verizon Q3 '14 Earnings

 Summary Verizon reports Q314 earnings. Investors should continue avoiding the stock. The pricing pressure in the sector and ability to only add tablet customers was anticipated to impact growth rates going forward.  Before the market opened, Verizon (NYSE: VZ ) reported earnings that continue to show pressure from the new domestic pricing wars. The large wireless provider missed analyst estimates for the second quarter this year amidst a slowing growth rate for wireless service revenue and pressures on margins.  Read full article at Seeking Alpha.   Disclosure: No positions mentioned. Please read the disclaimer page for more details.