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Holding: VZ

Verizon Communications (VZ)

Posted: November, 3, 2011

In 2009, our original investment thesis centered on the fact that Verizon Wireless is the premier wireless carrier in the U.S. and constitutes a large portion of Verizon’s equity value. However, in 2009 it appeared that the market was valuing Verizon as if were a defensive, old line utility company paying out a nice dividend. … Continue reading “Verizon Communications (VZ)”


Verizon Communications (VZ)

Posted: April, 20, 2010

Monday’s Wall Street Journal contained an article in the paper’s Heard on the Street column titled “Cash Is Turning Into a Hang-Up for Verizon”. The article touched upon the challenges Verizon faces in financing its dividend beyond 2011. Verizon currently pays a dividend of $1.90/share for current yield of 6.4%. With 2.84 billion shares outstanding, … Continue reading “Verizon Communications (VZ)”


Verizon Communications, Inc. (VZ)

Posted: February, 24, 2010

For an investor, the gap between the market’s appraisal and the company’s underlying fundamentals can last a long time. As Philip Fisher once said, вЂ�It is often easier to tell what will happen to the price of a company’s stock than how much time will elapse before it happens’. Verizon Communications reported quarterly and annual … Continue reading “Verizon Communications, Inc. (VZ)”


Verizon (VZ)

Posted: October, 16, 2009

The market appears to be valuing Verizon as if were a defensive, old line utility company paying out a nice dividend. Verizon is only up 10% off its year-to-date low on March 9 versus +60% for the S&P 500. At current prices, the stock trades for less than five times cash flow and yields 6.5%. … Continue reading “Verizon (VZ)”


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