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Drizzt

Drizzt
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  • Buy Vodafone: Share Buybacks, Dividends From Verizon Wireless And Dividend Growth Of 7% [View article]
    do you think VOD will reduce their div and concentrate on defending germany? Deutsche main reason is to capex at germany
    Dec 14 07:05 AM | Likes Like |Link to Comment
  • 3 Reasons Why Verizon Shareholders And Dividend Investors Should Buy Vodafone [View article]
    yup agree. here is a good article to supplement our view http://bit.ly/SuKmZl
    Dec 4 08:45 AM | Likes Like |Link to Comment
  • 3 Reasons Why Verizon Shareholders And Dividend Investors Should Buy Vodafone [View article]
    i understand your assessment. i agree that the buy back could be better serve in other ways.

    whether it is a bail out fund or not, why not keep the cash for rainy days? if things become uncertain why not save the 2.4 bil. 2 of them add together can pay one year of 5.9% dividend, or a slow bump up. we are not looking for a large yield. we are looking for a sensible yield and prudence.

    6% yield at current price plus building up cash hold for rainy days look more sensible to me.
    Dec 3 07:00 PM | Likes Like |Link to Comment
  • 3 Reasons Why Verizon Shareholders And Dividend Investors Should Buy Vodafone [View article]
    many need to realise that international companies are different from US. they pay out of their earnings and have 2 dividend one interim one final. they are unequal.
    Dec 3 06:55 PM | Likes Like |Link to Comment
  • 3 Reasons Why Verizon Shareholders And Dividend Investors Should Buy Vodafone [View article]
    for those that want a reliable yield indicator they can try FT.com. it has all the international stock exchange's prices and the yield is very reliable.

    the details are damn comprehensive. it even has 5 year of account statements at a glance

    http://on.ft.com/Uc1P6e
    Dec 3 06:54 PM | Likes Like |Link to Comment
  • 3 Reasons Why Verizon Shareholders And Dividend Investors Should Buy Vodafone [View article]
    i thought its interesting that not too many value investors are adding at this price. i suppose its a vote on the uncertainty to the industry future.

    oprating profit guidance is 11 bil excluding verizon wireless. if we forecast 8 years cash flow thats 88 bil pounds. if we value verizon wireless share to be 2.4 bil x 8 = 19 bil

    Enterprise Value of company = 88 + 19 + (35 bil debt) - (4.2 bil cash) = 137 bil

    this is 27% above the current enterprise value of 108 bil.

    I wrote a writeup on Vod btw > http://bit.ly/TD80kE
    Dec 2 07:50 AM | Likes Like |Link to Comment
  • 5 Blue-Chip Stocks Discounted For Black Friday [View article]
    thanks i agree to the points.
    Nov 26 10:34 AM | Likes Like |Link to Comment
  • 5 Blue-Chip Stocks Discounted For Black Friday [View article]
    what i am trying to do is find out if there are some things that i am missing here and not just sell it outright.

    the paragraph that you pointed out highlights the sustainability of SPECIAL dividends. that is not a big concern. the concern is the sustainable growth of the normal dividends. the 5bil that is required. that was not mentioned.

    it is important to learn more about the fundamentals of the business. just today i learn about the seasonal nature of capex spending at vodafone and that may explain the 5.3 bil free cash flow projection.

    at the end of the day, the quantifiable figures are the end result of what we think is a good company or not.
    Nov 25 07:53 AM | Likes Like |Link to Comment
  • 5 Blue-Chip Stocks Discounted For Black Friday [View article]
    if they are thinking about this wouldn't there be discussion on that? where did the author mentioned about sustainability of dividends? if you have read the url to the vodafone article you will see that there is no mentioned about free cash flow analysis on dividend sustainability.

    i am not saying i am the only one that thought of it. but you seem agitated not to want to discuss about the payout ratios and sustainability. if we don't discuss how do we determined that it is a good investment? by all stupidly agree to this article just because it is written by Dividend Monk whom i greatly respect?
    Nov 24 09:26 PM | Likes Like |Link to Comment
  • 5 Blue-Chip Stocks Discounted For Black Friday [View article]
    the crux is that not too much focus on the payout sustainability. 6% 8%, if cash flow not sustainable due to business and management, this VOD is a dud.
    Nov 24 08:02 AM | Likes Like |Link to Comment
  • 5 Blue-Chip Stocks Discounted For Black Friday [View article]
    how much free cash flow do you thnk it is needed to sustain this 6.13%? is it 5bil pounds?

    half year sans verizon wireless cf comes to 2.2 bil. full year 4.4 bil?
    Nov 24 01:11 AM | Likes Like |Link to Comment
  • Vodafone Remains A Better Option Than Verizon [View article]
    it might not be full value Maddoxx but it could go down hill. the telecom have lost a lot of their monopoly power to the media. the next wave perhaps could be unattractive to investors.
    Nov 9 11:25 PM | Likes Like |Link to Comment
  • Vodafone Remains A Better Option Than Verizon [View article]
    one possibility is a media giant to buy this to complement it. last i heard apple have a lot of cash haha!
    Nov 9 11:24 PM | Likes Like |Link to Comment
  • Defensive Sector Stocks Offer Superior Returns To Long-Term Investors [View article]
    it will be good if your future data includes debt to asset, ev/ebitda, free cashflow payout ratio.

    with these 4 we can tell sustainability of div, leverage level, valuation
    Oct 11 07:55 PM | Likes Like |Link to Comment
  • Vodafone Remains A Better Option Than Verizon [View article]
    while i agree that even if they don't pay out, a wise use of cashflow will eventually work in vodafone favor. we are just worried that use is unwise haha.

    grow the cash flow and the dividend will follow. 5% is a good amount. grow 7% and u get 5.3%.

    however, lets worried about increase capex in the future which could be likely.
    Oct 11 07:50 PM | Likes Like |Link to Comment
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