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  • 5 Dividend Stocks From Across The Pond [View article]
    VODAFONE (VOD)Yield is 5.9% more read this next $35-$40???

    AT&T (T) Could Play Key Role in Verizon (http://bit.ly/oj64Fd), Vodafone (http://bit.ly/sN4Tgw) Deal - BAML

    Buying a $140 billion company is a formidable challenge that doesn't come without a lot of speed bumps. That is, unless you have help doing it.

    According to BofA/Merrill Lynch (BAML) analyst David Barden, Verizon (NYSE: http://bit.ly/oj64Fd) might have just that sort of help from AT&T(NYSE: http://bit.ly/nD01f9) as it mulls a potential takeover of Vodafone (Nasdaq: http://bit.ly/sN4Tgw).

    Barden thinks AT&T could buy Vodafone's non-U.S. assets, paving the way for a deal to happen. He notes that Verizon isn't worried about Vodafone's U.S. assets and wouldn't likely make a bid for the whole company. AT&T might be able to pick up the non-U.S. assets for about $70 billion.

    The deal could turn out to be a three-way winner: AT&T would gain "global scale" with th deal being accretive to cash flow, Verizon would get full control of Verizon Wireless, and Vodafone would garner a "long-elusive" premium for its asset portfolio.

    AT&T would likely jump at the chance, too. The WSJ reported in January that AT&T was looking to make a big deal in the country. Names like BT Group (NYSE: http://bit.ly/ZUVfba), France Telecom (NYSE: http://bit.ly/IFMfuV), Telefonica S.A. (NYSE: http://bit.ly/v8dSzh), Royal KPN (OTCBB: KKPNY), Deutsche Telekom (OTCBB: DTEGY), popped up.

    BAML is keeping Verizon at Neutral, but boosts its price target from $45 to $50. Verizon, Vodafone, and AT&T are all lower on the session Friday.

    For an analyst ratings summary and ratings history on Verizon Communications click here. For more ratings news on Verizon Communications click here.

    Shares of Verizon Communications closed at $48.48 yesterday, with a 52 week range of $36.80-$48.77.
    Mar 15 11:48 AM | Likes Like |Link to Comment
  • Vodafone: Safe, Cheap High-Yielder With Possible Significant Catalyst Ahead [View article]
    Buying a $140 billion company is a formidable challenge that doesn't come without a lot of speed bumps. That is, unless you have help doing it.

    According to BofA/Merrill Lynch (BAML) analyst David Barden, Verizon (NYSE: VZ) might have just that sort of help from AT&T(NYSE: T) as it mulls a potential takeover of Vodafone (Nasdaq: VOD).

    Barden thinks AT&T could buy Vodafone's non-U.S. assets, paving the way for a deal to happen. He notes that Verizon isn't worried about Vodafone's U.S. assets and wouldn't likely make a bid for the whole company. AT&T might be able to pick up the non-U.S. assets for about $70 billion.

    The deal could turn out to be a three-way winner: AT&T would gain "global scale" with th deal being accretive to cash flow, Verizon would get full control of Verizon Wireless, and Vodafone would garner a "long-elusive" premium for its asset portfolio.

    AT&T would likely jump at the chance, too. The WSJ reported in January that AT&T was looking to make a big deal in the country. Names like BT Group (NYSE: BT), France Telecom (NYSE: FTE), Telefonica S.A. (NYSE: TEF), Royal KPN (OTCBB: KKPNY), Deutsche Telekom (OTCBB: DTEGY), popped up.
    Mar 15 11:43 AM | 1 Like Like |Link to Comment
  • Vodafone: Safe, Cheap High-Yielder With Possible Significant Catalyst Ahead [View article]
    AT&T (T) Could Play Key Role in Verizon (VZ), Vodafone (VOD) Deal - BAML
    Mar 15 11:43 AM | Likes Like |Link to Comment
  • Vodafone: A Great Long-Term Holding With Short-Term Catalysts [View article]
    AT&T (T) Could Play Key Role in Verizon (VZ), Vodafone (VOD) Deal - BAML


    Buying a $140 billion company is a formidable challenge that doesn't come without a lot of speed bumps. That is, unless you have help doing it.

    According to BofA/Merrill Lynch (BAML) analyst David Barden, Verizon (NYSE: VZ) might have just that sort of help from AT&T(NYSE: T) as it mulls a potential takeover of Vodafone (Nasdaq: VOD).

    Barden thinks AT&T could buy Vodafone's non-U.S. assets, paving the way for a deal to happen. He notes that Verizon isn't worried about Vodafone's U.S. assets and wouldn't likely make a bid for the whole company. AT&T might be able to pick up the non-U.S. assets for about $70 billion.

    The deal could turn out to be a three-way winner: AT&T would gain "global scale" with th deal being accretive to cash flow, Verizon would get full control of Verizon Wireless, and Vodafone would garner a "long-elusive" premium for its asset portfolio.

    AT&T would likely jump at the chance, too. The WSJ reported in January that AT&T was looking to make a big deal in the country. Names like BT Group (NYSE: BT), France Telecom (NYSE: FTE), Telefonica S.A. (NYSE: TEF), Royal KPN (OTCBB: KKPNY), Deutsche Telekom (OTCBB: DTEGY), popped up.
    Mar 15 11:39 AM | 5 Likes Like |Link to Comment
  • Vodafone: Safe, Cheap High-Yielder With Possible Significant Catalyst Ahead [View article]
    So, if Vodaphone's 45% holding in Verizon Wireless is sold off to Verizon Communications for in excess of $115 billion, that will double the size of Vodaphone in one fell swoop. Makes you wonder why VOD shares only went up 6% today.
    Mar 8 02:15 PM | Likes Like |Link to Comment
  • Vodafone: Safe, Cheap High-Yielder With Possible Significant Catalyst Ahead [View article]
    All on board next $30-$35

    Tudor Jones also increased his investment in Vodafone Group Plc (NASDAQ: VOD) by 817% in Q4 of 2012. Vodafone is another mobile communications provider headquartered in the U.K. The company has a 45% stake in a joint venture with Verizon to operate Verizon Wireless. Vodafone is facing decreased revenues in Europe. The company recently reported a 2.6% decrease in group revenue for 2012, year over year, as well as decreased revenues from its operations in Southern Europe, including the economically hard-hit Spain and Italy. Vodafone's share price took a 10% dive over a number of days after the disappointing numbers were reported, and is currently trading below its 50 and 200 day SMA.
    Mar 8 12:18 PM | Likes Like |Link to Comment
  • Vodafone: Safe, Cheap High-Yielder With Possible Significant Catalyst Ahead [View article]
    VOD=$27.75
    Mar 8 12:15 PM | Likes Like |Link to Comment
  • Vodafone: Safe, Cheap High-Yielder With Possible Significant Catalyst Ahead [View article]
    look like a merger or a buyout for VOD at $33.30 or more is coming from WallSteeet Journal......another good call Brent...I bought at $24.50 not long ago...lol

    VOD value is $135B....VOD 45% VZ Wireless division is worth $112B alone meaning only $24B for the rest of the World operation of Vodafone ??? VOD is way undervalue now next $30-$35

    Stars Aligning for Verizon and Vodafone

    By MIRIAM GOTTFRIED
    Verizon Communications VZ +0.88%may be putting Vodafone Group VOD.LN +3.22%on speed dial.

    The telecom company's desire to eventually take full control of Verizon Wireless by purchasing the stake held by London-based Vodafone has never been a secret. But Verizon executives have been more vocal than usual about the issue in recent weeks, leading investors and analysts to believe Verizon plans to take action this year.


    Lowell McAdam, chief executive of Verizon Communications, may set his sights on Vodafone in his bid to take control of all of Verizon Wireless.
    .
    "We have always said we would love to own all of that asset," said Chief Executive Lowell McAdam in early January, adding that a deal is "feasible."

    Indeed, the timing may finally be right. Low interest rates make financing easier and have contributed to the 22% run-up in Verizon's stock price over the past year as yield-hungry investors have flocked to its dividend. Vodafone's U.S.-listed shares are flat in the same period. The British pound is weak. And Verizon has also completed a management transition, giving it the stability necessary to execute the deal.

    Any deal would still be a big undertaking. Verizon Wireless, the No. 1 U.S. carrier by subscribers, is valued at $248 billion, based on a multiple of 7.5 times 2013 estimated earnings before interest taxes, depreciation and amortization, according to UBS UBSN.VX +1.75%. That makes Vodafone's 45% stake valued at about $112 billion.

    As Mr. McAdam himself noted, there are "lots of different ways" Verizon could take control. One might be to increase its Verizon Wireless stake in stages until it owns the whole thing. That offers the advantage of not needing to finance the deal all at once. Of course, buying out Vodafone in one fell swoop would give Verizon quicker access to Verizon Wireless's cash and earnings growth, boosting 2013 earnings per share by about 16% and accelerating the five-year earnings growth rate by about half a percentage point to 6.3%, according to UBS.

    But both options run up against a major obstacle: taxes. Vodafone would have to pay capital gains taxes of about 31% of the deal size, according to New Street Research. There may be ways to offset this, including exchanging Verizon's stake in Vodafone Italia, valued at an estimated $5 billion. But those are unlikely to make much of a dent.

    .
    Verizon could avoid the tax issue by buying all of Vodafone. Vodafone's market capitalization of $132 billion is slightly smaller than Verizon's at $136 billion. New Street estimates Verizon could buy Vodafone for about 220 pence ($3.30) a share, or about $162 billion and a 23% premium to Thursday's closing price in London, with a combination of cash and stock, boosting earnings by 15% to 20% from the outset.

    Of course, Verizon may not want Vodafone's non-U.S. assets, particularly its businesses in struggling economies like Italy and Spain. But Vodafone's European exposure has diminished. About 70% of earnings come from Verizon Wireless, compared with less than 40% two years ago. Europe is only 23% of earnings, according to New Street, with Spain and Italy making up a subset of that. Verizon could always sell Vodafone's European assets.

    After years of speculation, it might finally be time for Verizon to make the call.
    Mar 8 12:08 PM | Likes Like |Link to Comment
  • Vodafone: Safe, Cheap High-Yielder With Possible Significant Catalyst Ahead [View article]
    Derek We will see $30-$35 soon or later....VOD was OVERSOLD....lol
    Mar 7 08:17 AM | 1 Like Like |Link to Comment
  • Vodafone: Safe, Cheap High-Yielder With Possible Significant Catalyst Ahead [View article]
    If a merger is done VOD will get the bigger piece like 55-45 for VZ
    or VZ pay $90-$100B for 45% VZ Wireless in share & cash....a $8B dividend and more can help VZ....to pay down the debt in 7-10 years...and VOD could continue to grow with target acquisition like Sprint....or other cable or wireless in Europe...Asia...India.... South America.....but when you see VZ at $47.50 & VOD at $27 I know wich one to buy with 400M clients...lol
    Mar 7 08:16 AM | Likes Like |Link to Comment
  • It's Tough To Buy Verizon When Vodafone Shares Are In The Bargain Bin [View article]
    Just add 5000 shares....also add Shell 4000 shares....I sleep very well at night....sold all my AAPL at $700 thanks mr market i like good quality on the cheap....like Buffet
    Feb 22 01:20 PM | 2 Likes Like |Link to Comment
  • Procter & Gamble: 22% Upside To Reach Fair Value [View article]
    Back to $62 like in July for entry point!!!
    Feb 11 06:02 AM | Likes Like |Link to Comment
  • BP Is Undervalued: Accumulate Shares [View article]
    Well to be honnest....Exxon Valdez.....Shell in Nigeria....Rosneft in Russia...Statoil.....C... in Brazil......all oïl companies taking risk and create mess once in a while....lol because most US citizens now need 2-3 cars in Washington.....lol
    Jan 14 04:09 AM | Likes Like |Link to Comment
  • Apple Likely To Crush Analyst Estimates With 53 Million Q1 iPhone Shipments [View article]
    Apple cuts LCD panel orders for iPhone 5 on weak demand: Nikkei

    (Reuters) - Apple Inc has almost halved its order with suppliers of LCD panels for the iPhone 5 in the current quarter due to weak demand, the Nikkei reported on Monday.

    Apple has asked suppliers Japan Display Inc, Sharp Corp and South Korean company LG Display Co Ltd, to cut supply, down from an initial plan to order about 65 million units in the quarter, the Japanese daily said.

    Japan Display's plant in Nomi, Ishikawa Prefecture, where the iPhone maker has invested heavily, is expected to temporarily reduce output by 70 percent to 80 percent compared to the October to December period, the financial daily reported.

    Sharp's dedicated facility for iPhone 5 LCD panels in Mie Prefecture will lower production in January and February by about 40 percent from the October to December quarter, when it was near full capacity, the daily said.

    An Apple spokesperson was not immediately available for comment outside regular business hours.
    Jan 14 04:00 AM | 3 Likes Like |Link to Comment
  • BP Is Undervalued: Accumulate Shares [View article]
    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours

    ya right???
    Jan 9 05:17 PM | 2 Likes Like |Link to Comment
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