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Telefonica S.A. (ADR)

  • Could This Giant Be An M&A Target?

    By Federico Zaldua - June 18, 2013 | Tickers: T, TI, TEF

    Madrid based Telefonica (NYSE: TEF), one of the world's largest telecom companies, has been facing some heavy head-winds. The company's debt (at almost $70 billion) stands at around 2.7x Telefonica's EBITDA and competitive pressures in its home market (Spain) have been putting pressure on margins and sales. As a matter of fact, for the first quarter this year, revenues fell 9% year-over-year (yoy) and the group more »

  • High-Speed Network Development in Europe Is Slow, But Steady

    By Nick Chiu - June 9, 2013 | Tickers: DTEGY.PK, TEF, VOD

    Europe needs to boost its mobile network. According to a report by the GSMA industry group, Europe is behind the U.S. in its efforts to boost phone bills and upgrade networks. Wireless phone bills in Europe have continued to decline since 2000, while U.S. carriers have reversed the falling trend since 2010.

    Vodafone boosts its investment

    Due to the weak economic outlook, European carriers are less willing to more »

  • Results Recap: European Telecom Companies

    By Federico Zaldua - May 15, 2013 | Tickers: FTE, TI, TEF

    The European telecom sector has been under pressure for a long time. High capex needs combined with the long European recession (which produced price wars across the region) have made margins tumble. That said, most European telecom companies have profitable investments made in high growth Emerging Markets (EM), above all in Latin America. Let's take a look at the first quarter results of two of the main European telecom more »

  • Earnings Season Review and Outlook 2013

    By Jay Ralez - May 9, 2013 | Tickers: CZZ, EA, FNMA, LNVGY.PK, MONI, NQ, NOK, TEF, VELT, WMMVY.PK

    I am reading my stocks earnings releases now since its earnings season and I havent reviewed anything in months.
     
    Cosan  http://cosan.com.br/Cosan  is doing great all around and has just finished integrating Brazils largest natural gas pipeline into its portfolio.  I like the pipeline business.  The sugar business is also expanding and Cosan's partnership with Amyris for the development of sugar based hydrocarbons to replace petroleum more »

  • Cutting Debt the Right Way

    By Federico Zaldua - April 11, 2013 | Tickers: CHU, TI, TEF

    Telefónica (NYSE: TEF), a telecom operator based in Spain with most of its operations based in Latin America (LatAm), might list part of its Colombian arm. As a long term shareholder I think its a good idea.

    Cutting Debt a Priority

    Telefonica needs to cut debt, and the Colombian unit could be sold at very high multiples. Colombia is a hot spot for international investors, and a listing of its more »

  • It's Time to Follow Carlos Slim into his Company

    By Anh HOANG - March 21, 2013 | Tickers: AMX, TEF, VZ

    Carlos Slim, the world’s richest billionaire, has lost around $5.8 billion off his net worth since the middle of February, due to a significant drop in the market price of his company, America Movil (NYSE: AMX). Since Feb. 1, America Movil has decreased by nearly 34.5%, from $25.55 per share to only $19 per share. The significant decline in America Movil’s shares is due to more »

  • A Contrarian View of América Móvil

    By Leo Sun - March 20, 2013 | Tickers: AMX, TV, TEF

    América Móvil (NYSE: AMX), the fourth largest telecom provider in the world, has been a popular target for bears lately, and for good reason. The Pan-American communications giant, founded by Mexican tycoon Carlos Slim, is facing an antitrust decision in Mexico that could break apart its vast empire, which has 261.6 million subscribers across 18 countries.

    As a result, sellers have driven the stock down nearly 20% over the more »

  • Where is the Rest of my Dividend? Investing in International Dividend Payers

    By Wes Patoka - March 15, 2013 | Tickers: BP, TEF

    When screening for stocks most of us have probably come ADR’s (American Depository Receipts) before. For those fools without a lot of International investing experience, ADRs are stocks that an international bank purchased on a foreign exchange and re-listed it in America. This re-listing allows US investors to purchase international stocks like Telefonica (NYSE: TEF) or BP (NYSE: BP) through their broker in the US, as opposed to opening more »

  • How the European Telecoms Rank

    By Damon Churchwell - March 7, 2013 | Tickers: BT, FTE, TEF, VOD

    These have not been good times for the telecom service providers residing in the European Union of late. The ADRs of those firms, some behemoth-sized, have largely sold off. Fourth quarter gross domestic product in Europe fell slightly, indicating that the struggles may well persist. Still, there are likely some diamonds in the rough. European ADRs are usually good investments for their generous dividend yields, nevertheless. And they currently could more »

  • 3 Great Calls and 1 Recommendation

    By Ryan Peckyno - February 22, 2013 | Tickers: HPQ, SWY, TEO, TEF

    On occasion, I find it worthwhile to do what a lot of us don’t do enough of and reflect.  After all, reflection is how you uncover flaws in your thinking and improve your analytical skills. 

    For less than two months now, I have written a few posts here and there for the Motley Fool.  So let’s look at a few of the calls that I have made thus more »

  • This Telecom Provides Good News

    By Federico Zaldua - February 21, 2013 | Tickers: CHU, TI, TEF

    If you follow my blog, you may already know Telefonica (NYSE: TEF) is part of the small equity portfolio I assembled a few weeks ago. This time, I am writing about this company because there was one highly significant event which -according to me- was not fully taken into account by the market. The event was that TEF decided to put on hold a plan to spin off 10% to more »

  • 3 Stocks to Buy

    By Federico Zaldua - February 1, 2013 | Tickers: AKS, BP, TEF

    The year started wonderfully well for the average investor in the US equity markets. The S&P 500 is up by over 5% since the start of 2013 and now it stands at around the 1,500 level. Lately, I have been talking with many money managers and a number of them are afraid the market may suffer a strong correction at some point in between the first and the more »

  • There´s More to Being King of Payment Methods than Getting Your Way all the Time

    By Cristina Tanase - January 21, 2013 | Tickers: AXP, AAPL, MA, TEF

    With Santa Clause on his way, December was a good month to talk about how social and audacious the new actors in the payments processing sector have become. However, neither Square, nor iZettle nor Flint Mobile can rest on these laurels. With the New Year already in, the challenges they face are far from being a silent night´s story.

    Despite the envisaged decline of the use of bank cards more »

  • America Movil Puts European Carriers to Shame

    By Nick Slepko - January 2, 2013 | Tickers: AMX, TV, NIHD, TEF, VZ

    Popular economist Tyler Cowen points out that Mexico is neither undercapitalized nor as developing as most other Latin countries.  Nor is it so lacking in infrastructure that is goes directly and totally for mobile.  Although, unlike its fellow North Americans, Mexico cannot afford to be lazy and rest on its fixed lines longer than is reasonable.

    America Movil (Claro) (NYSE: AMX) has achieved 70% of the Mexican market because it more »

  • Telecom Argentina: A Value Investor’s Dream

    By Ryan Peckyno - January 2, 2013 | Tickers: FTE, TEO, TEF

    There are few stocks that offer investors what Telecom Argentina (NYSE: TEO) does: (1) revenue and earnings growth of more than 25%; (2) a dividend of over 8%; and (3) a solid balance sheet.  After all, that growth rate rivals many of the dot com darlings, the dividend yield is higher than most utilities, and the fact that the company has a solid balance sheet is surprising because Telecom Argentina more »

  • America Movil: The Future King of the Telecommunications Hill

    By Nick Slepko - December 31, 2012 | Tickers: AMX, CWC, CMGE, MIICF, TEF

    Advances in telecommunications delivered by America Movil (NYSE: AMX) have been a major factor in dragging Peru into the ranks of one of the hottest emerging economies this decade.  Colombians and Puerto Ricans can tell similar stories, and successes in troubled areas like Argentina and Ecuador paint a dynamic picture – especially when set against alternatives in Central America or the parts of the Caribbean still lacking an America Movil subsidiary more »

  • Carlos Slim Better Than Buffett: Global Entrepreneur Yes, Local Monopolist Hardly

    By Nick Slepko - December 31, 2012 | Tickers: AMX, BRK-B, GPOVY, TEF

    Wrongly accused of being anti-competitive, the only monopoly the world’s richest man Carlos Slim has engineered is one on talent in Latin America – and while consumers are flocking to his enterprises for the savings, investors are reaping the rewards.  Meanwhile, his political detractors use spurious calculations, opaque review processes, and unique definitions in the same way that new media companies and Chinese reverse mergers abuse accounting and other standards more »

  • Should You Add These Four Stocks to Your Watchlist?

    By Chad Henage - December 19, 2012 | Tickers: FTE, DCM, VIV, TEF

    Just the mention of anything international in today's market tends to make investors nervous. Companies that operate overseas, and particularly in Europe, seem to be fraught with turmoil. When you mention international telecommunications providers, many investors immediately think of Telefonica (NYSE: TEF) and how their huge dividend was recently turned to dust. However, not all international companies are created equal, and sometimes investors sell in fear, which can create more »

  • Sareb: A Well-Kept Spanish Secret

    By Jorge Aura - December 12, 2012 | Tickers: BBVA, SAN, BAC, ING, TEF

    In accordance with the Spanish government, Sareb, or the so-called "Banco Malo," is a banking entity that will manage the toxic credits of Spanish banks in the future. It is envisaged that the Sareb comes into operation before the end of the year with 60,000 million Euros in real estate assets. Currently, this future entity has 2,000 million Euros from private capital. This is a requirement that it more »

  • Two Italian Opportunities

    By Federico Zaldua - November 14, 2012 | Tickers: E, TI, TEF

    Italy has been going through a tough recession (or should I say crisis?) caused by an overvalued currency and inner competitive problems related to its own rigid labor laws. Right now, a 10.6% unemployment rate and stagnant GDP growth, which is expected to close at -2.3% in 2012, has crippled the country and the valuations of Italian enterprises.

    Betting on the Eurozone's ability to find its course more »

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