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Strategies & Market Trends : Value Investing

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To: Sergio H who wrote (49375)	9/13/2012 1:30:38 AM
From: Spekulatius	2 Recommendations Read Replies (6) of 78476

I am not sure why you consider VZ at 16x forward earnings a value play, especially considering the debt load and the pension liabilities. VZ has been well known to have the best netowrk for quite some time, so I am not aure, if having an iphone on 4g makes all tht much ofna difference. I think for carriers, it is actually better to have Android phones, because they are cheaper than iphones and cost them less subsidies. My believe is that VOD is the better way to play VZW, I'd rather have some steuggling European wireless business to deal with, than the dying fixed line business from VZ.

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