SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (12004)6/29/2012 3:02:36 PM
From: Jacob Snyder  Respond to of 34328
 
<today is a day to think about selling, not buying>

Yes. As I said, I don't own it, and will probably wait till after a dividend cut is announced. Nobody can sustain a 16% dividend, but half that is still excellent. All telecoms, by the nature of the business, carry high debt loads. To compensate, they (usually) have a more secure income stream than other industries.

How much of TEF's revenue comes from emerging markets?



To: Spekulatius who wrote (12004)6/29/2012 4:23:00 PM
From: Spekulatius  Read Replies (2) | Respond to of 34328
 
re TEF
If it weren't for the huge debt load, it would be a clear buy. As it stands, I think it is more speculative, although the valuation looks quite compelling.