France Telecom (ADR) (NYSE:FTE)

Giant telecom beaten down but good cash flow, dividend and very good exposure to ME and Parts of Africa

The threat of free phone calls from competitor Iliad are overblown. Giving away products for free has never been a successful long term strategy. Even though Iliad is making money and causing havok in FTE's share price. FTE has a nice dividend. As we get closer to the payout dates the stock price will rise.

http://www.fool.com/investing/general/2013/02/28/analysts-debate-france-telecom.aspx

Good company... Good management... Good dividend.. Expanding in Africa.

Deep into value territory now, working on reducing their debt load, and good exposure to emerging markets. This is one that's being held back by Euro-zone malaise. Stock up now and reap the profit in a few years.

African mobile + undervalued

Africa and Middle East expansion. Presence in Saudi Arabia 50 + years. Europe doesn't faze me in the slightest.

I got this at n average price of ~11.60, and also collected the last dividend, so I'm already up on the deal. Its got a great dividend, low P/E (~8), a price below its book value, and is internationally diversified. Stock is beaten down-the EU crisis is a likely contributor. However the time to buy is when its low. Mobile phones are not going away soon...

Strong Dividend and Valuation metrics. Price/Book < 1.0 on a high dividend paying stock that nearly has a monopoly in France. Plus the company is looking to expand, and it has stated that the dividend will be guarenteed for two years.

Very strong company at present. Great Dividend and it looks like great future growth.

babo pick

competition and fears of significant dividend cuts loom over this equity.

beaten down it is French, but the business in Africa is robust, as is Polish business. The threat from the low-cost paradigm in France is hedged because guess who leases the network to Free!

Low valuation, good dividends. The crisis won't last forever and these European companies will see valuations rise back up.

I keep pouring over the fundamentals, and they still look solid. Big efforts to lower internal expenses are compensating nicely for increased competition and some erosion of margins. The dividend looks sustainable for at least the next two years, and probably beyond.

European Union funds designed to boost cross-border economic links could be diverted away from telecoms projects, in particular the building of fiber networks, as negotiations for the 2014-20 budget continue, the Cypriot presidency of the EU has concluded.

One of the best values anywhere.

Basically a monopoly and a handsome dividend. Not a major growth stock but undervalued because of Euro-zone label. I don't see France as a major risk so eventually stock will reflect a lower dividend. That's when I'm selling.

With European stocks beaten down this dividend stock is beaten down below book value. Long-term it has room for growth as the European debt-crisis is resolved. It is in a stable/growing industry that will be necessary for the foreseeable future.
Short-term negatives are that its dividend will likely be decreased since in consumes 86% of cash, possible credit crunches in Europe and general ascertainment of anything European at the moment