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| PAST TOP PICK | 22.470 | Norman Levine | (Top Pick Feb 27/09, Up 27%) Margins are starting to come back and you get a good dividend out of it. | 2010-03-09 | |
| SELL | 22.290 | Paul Harris, CFA | Cheap on valuation but they face some difficult things. They under spent on capital expenditure. This hurt them because data is becoming an important part of their business. Capacity is a problem on their network. It probably wont hurt the dividend. | 2010-02-18 | |
| DON'T BUY | 22.090 | Paul Harris, CFA | Trades about 8% on PE and about 12%-13% on a free cash flow yield so it looks cheap. One of the headwinds it faces is their stake in Verizon (VZ-N), which just gives them a dividend and doesn't help them to grow. Have maintained low levels of CapX and although they have lots of cost savings, which hurts them going forward. | 2010-01-18 | |
| BUY | 22.830 | Norman Levine | Wireless provider based in the UK with worldwide operations. Owns half of Verizon Wireless, which he likes. Dropped quite a bit because cell phone usage globally was curtailed during the recession as well as heavier competition in India, but things are getting better. | 2009-12-23 | |
| TOP PICK | 22.910 | Norman Levine | English-based worldwide wireless carrier. Own 50% of Verizon wireless, which is a huge revenue spinner. May increase dividend or buyback a lot of stock. Wireless business is stabilizing | 2009-12-08 | |
| DON'T BUY | 22.140 | Paul Harris, CFA | Like a lot of the telcos there is a very good yield (6.5%) and over the years it has brought down its debt to a reasonable level. One of its problems finding growth. There is more competition. One of their US franchises is part of Verizon (VZ-N), which they can't separate out to get the benefit. | 2009-10-08 | |
| TOP PICK | 21.720 | Willem Hanskamp | European telecoms have not done very well over the last year and have not participated in the recent rally yet their numbers have started to come in reasonably positive and above expectations. Trading at about 8X earnings with the dividend of almost 6%. Technically it looks like it could break out. | 2009-08-31 | |
| BUY | 18.190 | Michael Yoshikami | Wireless company without problems that AT&T has with collapsing land-line margins. Very appealing stock. Dividend is probably reasonably safe. | 2009-04-24 | |
| TOP PICK | 18.190 | Michael Yoshikami | Helped that some of the low cost providers are getting squeezed by the economy. | 2009-04-24 | |
| PAST TOP PICK | 16.600 | Norman Levine | (A Top Pick April 10/08. Down 44.6%.) Could see more competition coming for major Canadian players. Cell phones are more prevalent in emerging markets than wire lines. | 2009-03-30 | |
| TOP PICK | 17.750 | Norman Levine | English teleco in Europe & developing world. Also owns 50% of Verizon Wireless (VZ-N) that is expected to start paying dividends in 2011. Stock has been hurt because of rising competition in some markets and high capital expenditures. Competition is starting to wane as economy deteriorates. 2 markets are very important for them, India and Turkey. Yield of about 6.5%. | 2009-02-27 | |
| Comment | 19.760 | Duncan Stewart | Would probably be one of the global carriers that he would look at. A solid company. Enough different fingers in enough different pies that it could be considered a core holding in the telecom space. | 2008-12-30 | |
| BUY | 19.390 | Don Reed | 2nd largest wireless globally. They keep adding to their stable of subscribers. Breaking ground in some emerging countries. | 2008-12-10 | |
| BUY | 19.330 | Duncan Stewart | (Market Call Minute.) Defensive going forward. | 2008-11-18 | |
| BUY | 17.870 | Norman Levine | English-based global wireless company. Mostly in Europe and the developing world. Owns about 50% of Verizon Communications (VZ-N), and enormously profitable great asset. Very nice dividend of 11.2%. | 2008-11-11 | |
| Comment | 22.300 | Norman Levine | Global wireless provider. Hasn't been working out in the short run but for the long run, it has a good yield and in the best part of the phone business. In a lot of high-growth countries. | 2008-09-24 | |
| PAST TOP PICK | 31.870 | Norman Levine | (A Top Pick May 18/07. Up 15%.) English-based international wireless firm. In some good growth, developing markets. Good yield. Still a Buy. | 2008-05-12 | |
| TOP PICK | 31.360 | Norman Levine | English-based (an ADR) wireless carrier globally. Big presence in Europe, presence in the developing world and own part of Verizon (VZ-N). Yield of 5%-6%. There were some European regulatory issues that held the stock back that have basically gone away. Sees some good upside. | 2008-04-10 | |
| BUY | 33.510 | Norman Levine | Unlike most stocks, it is at an all-time high and combines a very nice dividend of over 5% with it. This is a play on wireless growth in the developing world. It's a partner in Verizon Wireless whose value keeps going up. | 2007-09-11 | |
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| TOP PICK | 32.120 | Norman Levine | Based in England, but international. Mostly wireless, with great representation in emerging markets. Expects great growth in wireless to continue in those markets. Huge position in Verizon Communications (VZ-N), which should start paying dividends in the | 2007-08-29 | |
| BUY | 33.460 | Don Reed | Good wireless. | 2007-07-12 | |
| BUY | 20.730 | Paul Harris, CFA | Basically a utility and generates a great yield. Has a lot of cash flow. Not a growth company, but if you're looking for something stable that’s going to increase its cash flow with a growing dividend, this is interesting. | 2006-08-22 | |
| BUY | 24.170 | Paul Harris, CFA | Prefers European Telco's as they don't have the same competition from cable, VoIP, wireless, etc. Expects with this you'll see higher dividends and not as much capital expediture. Trades at a pretty low multiple. | 2005-06-30 | |
| DON'T BUY | 24.440 | David Driscoll | A little pricey. Telefonica (TAR-N) is their global telephone of choice which has better growth opportunities. Vodafone stumbled along the way and really hasn't recovered. Very high debt. | 2005-06-28 | |
| HOLD | 26.680 | Don Reed | Had a very strong move about 3 or 4 years ago and the stock backed off to around a pound (U.K.) 6/8 months ago which is when he got in. Has been an excellent telco. | 2005-04-12 | |
| TOP PICK | 24.820 | William Wilby | The largest wireless company in the world. About 18 months ahead of competition in 3rd generation wireless. | 2004-10-15 | |
| BUY | 21.080 | Gavin Graham | The biggest wireless phone company in the world. 20% return over the last year and a 1.3% dividend yield. | 2003-11-06 | |
| PAST TOP PICK | 18.540 | David Burrows | Was a top pick on Jun 4/03. Down 14%.) The leader in Europe. Consolidating its gains. | 2003-07-22 | |
| TOP PICK | 21.910 | David Burrows | A pure play on wireless. Strong in Europe and Asia. | 2003-06-04 | |
| TOP PICK | 16.790 | Neil Murdock | Has good operators. Well managed. At a good price. | 2002-04-15 | |
| BUY | 25.900 | Arthur Heinmaa | Expects a lot of growth. | 2001-11-23 | |
| BUY | 19.630 | Neil Murdock | Down because of telco sell offs and lack of wireless growth. Creating platform globally for cellular phones. Good mngmnt team. | 2001-08-14 | |
| BUY | 19.540 | David Driscoll | Debt to cash ratio is small, so will recover faster than competitors. | 2001-08-10 | |
| PAST TOP PICK | 24.350 | David Driscoll | (Was a top pick on Jun 27/00 down 45%) Earnings down because they are building out network. Small debt/big margins/good cash flow | 2001-06-04 | |
| TOP PICK | 27.430 | David Driscoll | Small debt. Good wireless bells and whistles. | 2001-05-24 | |
| BUY | 30.140 | John Sinkins, CFA | Wireless has been under pressure but one of the largest companies in Europe. | 2001-04-26 | |
| TOP PICK | 31.170 | David Driscoll | Because they are small, they will come out of the downturn faster than larger companies like AT&T. Changing out of land lines to wireless. | 2001-04-11 | |
| BUY | 34.370 | David Driscoll | Likes | 2001-02-05 | |
| BUY | 37.250 | David Driscoll | Wireless will take time. Finances are needed | 2000-12-14 |
