| TOP PICK | 38.480 | Norman Levine | Just reported excellent earnings. Came off recently because AT&T reported poor earnings last quarter. Investors thought these stocks were very economically sensitive but they are not. The leader in wireless. Spent a lot of money putting fibre into the homes but will be cash flow positive by the end of this year. 4.5% yield. | 2008-04-30 | |
| DON'T BUY | 40.910 | Brian Acker, CA | Very overvalued, like all the Telcos. He has a model price of $28.10. A 31% negative differential. He can see his model price going lower on this one. | 2008-01-17 | |
| HOLD | 44.930 | Peter Hofstra | Good company, pays dividend, Premier operator in wireless industry. | 2007-10-16 | |
| BUY | 42.590 | Norman Levine | This has been his favourite telephone play for some time. Have had the guts to invest 18-19 billion in fibre to the home in the US. They are also the best and fastest growing in wireless. | 2007-05-18 | |
| BUY | 37.870 | Norman Levine | In the telecom sector, this would appeal to him the most because of its growth potential. Currently in the midst of spending up to $19 billion to take fibre right to your home. In the long run, this will enable them to offer all kinds of products at the competition will not be able to do. | 2007-04-16 | |
| HOLD | 36.630 | Brendan Caldwell | An interesting space with a lot of challenges coming at it. Feels the Internet will be pushing all the telephone companies pretty hard at some point. Probably can't go too far wrong holding this. | 2007-02-27 | |
| BUY | 37.570 | Norman Levine | Spending a lot on putting fibre into homes giving huge bandwidth. 4.3% dividend. Prefers this to Canadian Telcos. The leading edge Telco in North America. | 2007-02-12 | |
| PAST TOP PICK | 38.520 | Norman Levine | (A Top Pick Jan 25/06. Up 27.4%.) Spun out their directory business, which would be another $2 of valuation. 4.2% yield. Getting closer to a fuller valuation but he is still buying. | 2007-01-31 | |
| BUY | 36.810 | David Burrows | Really likes some of the US telephone service providers. There is a rebuilding going on at the network level that will allow the telecom service providers to charge more for the services and sell different types of services. There is also new content being pushed through the pipes. | 2007-01-08 | |
| PAST TOP PICK | 37.240 | Jeff Parent | (A Top Pick Nov 2/06. Up 4.5%.) He would have exited at $34 for a loss if he had owned. Still likes the sector and might consider getting into it. | 2007-01-02 | |
| DON'T BUY | 36.680 | Brian Acker, CA | The model price is $30.51, giving a negative 16% differential. | 2006-12-21 | |
| PAST TOP PICK | 36.450 | Norman Levine | (A Top Pick Jan 25/06. Up 20.6%.) Actually up more than that as they spun out their directory division which would have added another $0.50/$0.75 to the stock. Good dividend yield. Likes US telephone prospects better than Canadian. | 2006-12-20 | |
| DON'T BUY | 34.750 | Alex Ruus | Would not own any of the handset providers. Prefers the service providers. | 2006-11-22 | |
| TOP PICK | 36.990 | Jeff Parent | Designed for a very short-term trade. Looking for $3 and the downside might be $.50. Has been on a fairly good upward trend. Had a drop in the last few days. | 2006-11-02 | |
| PAST TOP PICK | 37.000 | Norman Levine | (A Top Pick July 11/06. Up 11.7%.) Good dividend. Earnings were a little disappointing so stock dropped which gives a great opportunity to buy more. Good for long-term investors. The most profitable and best run wireless. | 2006-10-31 | |
| PAST TOP PICK | 36.780 | Norman Levine | It has increased 15-16%. It has the highest yield in the group. It has growth prospects that other companies don't have. They are putting fiber-optics in the homes. | 2006-09-27 | |
| HOLD | 35.180 | Peter Hofstra | The risk is that they will have to spend a lot upgrading because of competition. This will hurt short-term profitability. They are doing a decent job and buying the right assets to make sure they’ve got a strong business. Probably some upside still. | 2006-08-29 | |
| BUY | 34.700 | John O'Connell, CFA | Has been a difficult stock to own. Down significantly from $60. You're getting paid to own it with a 4.6% yield. Have done a good job of paying down their debt. A huge company, so difficult for them to grow their business. Good long-term prospects. | 2006-08-25 | |
| DON'T BUY | 34.390 | Paul Harris, CFA | Not enamoured by telecom stocks. A very good company. Most of these companies have huge yields, around 5%. They will be involved with more and more capital expenditure and a lot of competition. | 2006-08-15 | |
| BUY | 32.300 | David Burrows | The wire line phone companies in general have not performed very well over the last 2/3 years, but they are not terribly economically sensitive, they’re cash flow generating machines and the environment is starting to improve for them. They are also getting price increases on their wholesale business. This is the best performing stock in the group. | 2006-07-12 | |
| TOP PICK | 32.690 | Norman Levine | Dividend is almost 5%. High-quality and forward looking management. Investing huge amounts of money in fibre to the home to create large pipe as a conduit to supply lots of product that needs lot bandwidth. Have the best wireless company in the US. | 2006-07-11 | |
| DON'T BUY | 32.340 | Brian Acker, CA | Model price is $31.50 and was a decrease over the last several months, indicating fundamentals are not going up, but are actually going down. A negative 4% differential. | 2006-05-10 | |
| BUY | 32.850 | Norman Levine | Good long-term hold. The second largest phone company in the US. 5% dividend. Undervalued. | 2006-05-09 | |
| PAST TOP PICK | 33.320 | Norman Levine | (A Top Pick Feb 13/06. No change.) 5% yield. Have been spending a lot of money in fibre to the home. In the long-term, that will provide them the ability to sell to the consumer all kinds of product over that line. Still likes it. | 2006-04-27 | |
| BUY | 33.520 | Bill Carrigan | Recommends this stock. Best to buy earlier in the cycle. | 2006-02-14 | |
| TOP PICK | 32.940 | Norman Levine | Largest US telephone company. Investors have been wary because of the billions they are spending on a wide pipe to go into individual homes, but this will be great because of growth opportunities. Also, investors didn't like that they were buying MCI out of bankruptcy but they are getting great cost savings out of this. 5% yield. | 2006-02-13 | |
| HOLD | 33.180 | Gavin Graham | This is one of those companies that has been a victim of cable. You get a 4.5% yield. They have lots of cash. | 2006-02-10 | |
| TOP PICK | 31.380 | Norman Levine | Pays about 5%. Recently bought MCI which he likes. Divesting a number of their assets which should give them a good price. They have the best wireless operation in the US. | 2006-01-25 | |
| WEAK BUY | 31.710 | Norman Levine | Trading down like the rest of the Telcos in the US and Canada. Yield of 5% and trades at 11 X earnings. Ok for bottom fishers but would prefer to wait until it stops dropping. Doesn't see it dropping much further. | 2005-12-05 | |
| HOLD | 35.970 | David Baskin | Volatility in telecomm sector. VOIP technology threatens if it is made a reality. Also increased competition causing greater risks. Overall a quality company, and will probally be ok. | 2005-02-28 | |
| DON'T BUY | 41.600 | Brian Acker, CA | Selling a 20% stake in Telus for $2 billion. Has a model price of around $32, so not a fan.. | 2004-11-30 | |
| DON'T BUY | 41.170 | Brad Willock | If you've made some money, take some off the table. | 2004-11-10 | |
| BUY | 39.250 | Norman Levine | It has the perfect meld of both wireline and they have the best cell phone network in the US. Yield is just under 4%. | 2004-10-27 | |
| HOLD | 40.550 | John Sinkins, CFA | Wireless has been the one bright spot in technology over the last 2 years. Pretty stable. | 2004-09-13 | |
| TOP PICK | 40.340 | Liz Ann Sonders | The drought in telecom spending is coming to an end. Great earnings track record. | 2004-09-10 | |
| BUY | 38.540 | Ralph Ades | Likes the stock in the tech sector. A very large company. They have the wireless business. Growth is great and they have been underestimated for many years. Good long-term potential. | 2004-07-30 | |
| BUY | 36.560 | David Baskin | 3 good reasons to buy are strong dividends, coming off the bottom, and US currency devaluation. Had been oversold. Very steady revenues. Limited growth. | 2004-01-07 | |
| DON'T BUY | 34.150 | Ross Healy | Not particularly cheap/attractive. | 2003-12-19 | |
| DON'T BUY | 34.200 | Brian Acker, CA | Yield is close to 5%. At a 52-week low. Their model price is $28.80 so the stock is overvalued. Earnings have been steadily falling. | 2003-12-17 | |
| DON'T BUY | 32.160 | David Burrows | Hit a 52-week low. Yield of 5%. Prefers to own stronger stocks. Business on wire-line is deteriorating. | 2003-10-21 | |
| PAST TOP PICK | 36.250 | Brad Willock | (Was a top pick Jul 17/03. Down 1%.) Was picked as a dividend play. Yield is 4.3%. Fundamentals of telecoms are not that great and they would not be buyers at this time. | 2003-09-03 | |
| BUY | 35.220 | Matt Barasch | Generates tremendous amounts of free cash flow, which bodes well for the dividend story.Focused on paying down debt.4% dividend.Wireless is producing top and bottom-line growth. | 2003-08-22 | |
| BUY | 35.980 | John Sinkins, CFA | Nice dividend. Competition could be a problem. Very cheap. Trades at 10/12 X next years earnings. | 2003-07-28 | |
| TOP PICK | 35.830 | Brad Willock | (Was a top pick on May 23/03. Down 2.4%.) Phone companies are suffering from competition. Cheap. 4.25% cash yield. | 2003-07-17 | |
| BUY | 39.230 | Robert McWhirter | Ranks in the top third of their database model. ROE = 22 and PE = 14. Appears to be a shift in the telecom stocks in the US. Watch it carefully. | 2003-06-06 | |
| TOP PICK | 36.720 | Brad Willock | 4% dividend yield. Have dropped their price on internet access and are taking market share from the cable companies. | 2003-05-23 | |
| BUY | 30.950 | Peter Brieger | Very cheap. 7.8% dividend which should be safe. | 2002-08-14 | |
| DON'T BUY | 37.360 | Mark Jackson, CFA | Valuations look good, but prefers BCE. | 2002-07-09 | |
| DON'T BUY | 43.000 | David Burrows | Has been penalized along with the rest of the telecom sector. It is more financially sound than many. Better places to invest. | 2002-05-31 | |
| WAIT | 48.900 | John Sinkins, CFA | Very solid company. Substantial earnings per share. Doesn't expect a move until the second half of the year. | 2002-01-21 | |
| TOP PICK | 49.800 | Jeff Morrison | Strong balance sheet and steady growth. 16 X earnings. | 2002-01-08 | |
| BUY | 52.100 | David Burrows | A lot of cash. Buying competition at ten cents to the dollar. | 2001-10-16 | |
| BUY | 54.460 | David Burrows | Expects telcos have been shaken out and things are now turning positive. Was oversold. Prefers Verizon and/or Sprint Wireless. | 2001-10-05 | |
| BUY | 53.500 | Richard Stone | Long term hold. | 2001-04-18 | |
| DON'T BUY | 52.000 | Brian Acker, CA | Not a fan. No big gains. | 2001-04-16 | |
| BUY | 51.040 | Jeff Morrison | One of the largest wireless in US. 12 X earnings. Good company. | 2001-04-10 | |
| DON'T BUY | 49.500 | David Driscoll | A lot of competition. | 2001-02-28 | |
Experts that have talked about Verizon Communications
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