Portugal Telecom, SGPS (ADR) (PT)
The Company provides telecommunications and multimedia services in Portugal and Brazil.
Recs
Staka
(98.57)
Submitted: 11/1/2009 2:50:56 AM :
Start Price:
$11.32
PT Score:
+1.14
Yield driven buy.
Positive: market share in Brasilia, defensive sector, strong long term trend to increased mobile communication.
Negative: no longer fundamentally cheap, debt.
Category: IYBP
Recs
spundun
(86.57)
Submitted: 10/9/2009 11:59:32 AM :
Start Price:
$11.31
PT Score:
+3.85
other fools, following the heard.
Recs
imathebron
(49.10)
Submitted: 8/1/2009 10:14:25 AM :
Start Price:
$10.22
PT Score:
+7.58
We all have cell phones implanted in our ears, and other countries are even more dependent on the cell phone because it is an easy, cheap infrastructure compared to land lines.
Recs
nonzerosum
(98.09)
Submitted: 2/20/2009 1:29:04 AM :
Start Price:
$7.23
PT Score:
+21.23
In a recession people are not throwing away their mobile phones (landlines are a different story) and PT is growing customers. Nice yield and nice valuation.
Recs
srk85
(88.86)
Submitted: 12/7/2008 4:09:17 PM :
Start Price:
$7.21
PT Score:
-42.60
With negative expected long-term earnings growth, this company appears to be in secular decline.
Recs
JMJeffrey
(71.48)
Submitted: 8/25/2008 10:03:37 PM :
Start Price:
$9.31
PT Score:
+40.25
Ring!...Ring! Portugal Telecom calling...Your basic European quasi-monopoly telecommunication provider selling at a 52 week low with a large growth upside. Hmmm...what do they speak in Basil? Yep, 50% stake in the leading telecom provider Vivo. They also have stakes in other growing countries. The margins on this business is good and the International investments in Vivo and others are making significant contributions to the bottom line. The yield is great (presently over 9%) and there is a 3 billion dollar share buy back to happen this year (I hope they are buying at these prices too!). So why is the share price so depressed for a large, solid, European telecom with unusually large growth staring it in the face? Not sure, but I believe that this is a long-term winner so I am in. Join me, pick up the phone and call your broker. PT-outperform!
Recs
ChrstphrRCA
(69.36)
Submitted: 7/21/2008 3:01:09 AM :
Start Price:
$10.32
PT Score:
+27.26
Telecom stock - high dividend, and relatively down in price. That says "buy" to me.
Recs
PrincetonAl
(80.05)
Submitted: 6/25/2008 10:36:55 PM :
Start Price:
$10.45
PT Score:
+28.64
I think these high-yield, solid telcos are safe and relatively counter-cyclical as the younger set is more online and connected than ever ...
Recs
Wazzdown
(95.16)
Submitted: 6/4/2008 1:53:09 PM :
Start Price:
$11.04
PT Score:
+27.25
I like Fado...but more than that I like foreign mobile providers. The dividend isn't bad either.
Recs
freefall51
(52.70)
Submitted: 5/27/2008 10:20:50 PM :
Start Price:
$11.38
PT Score:
+24.06
Dumb follower of Global Gains. I dont know anything about PT but I think when gas goes up, people travel less to meet each other. So they will take the phone to talk. Particularly in Portugal. Portugese like to talk a lot and fast.
Recs
JosephStalin
(43.70)
Submitted: 4/19/2008 11:29:10 AM :
Start Price:
$11.29
PT Score:
+24.51
I am bullish on PT because of its operations in Brazil and Morocco, two countries which are currently booming.
Recs
stash2man
(24.42)
Submitted: 3/24/2008 1:08:38 PM :
Start Price:
$9.50
PT Score:
+42.86
Significant market share with expanding global reach
Recs
JCSmiley
(< 20)
Submitted: 3/11/2008 12:41:03 PM :
Start Price:
$11.15
PT Score:
+18.16
PT is trading at a 43% discount to its intrinsic value with lots of growth potential in a wide-open market.
Recs
Recs
mingvest64
(< 20)
Submitted: 3/6/2008 6:56:47 PM :
Start Price:
$10.85
PT Score:
+24.02
Sum is more valuable than the parts kind of play. With a 50% stake in Brazil's Vivo driving growth and the predominant position in it's native Portugal i see some value in the shares here.
Recs
JRHaley1980
(86.97)
Submitted: 2/18/2008 6:07:30 PM :
Start Price:
$10.83
PT Score:
+27.63
Phone Co in Portugal/Bazil (yes, they spk Portugueze not Span there). A "recovering utility" that just reduced its div. Still a lot of cash flowing in (but like all utils a lot of debt). like Nam Tai, considerable risk but a lot more upside room than downside room.
Recs
Digamambo
(< 20)
Submitted: 2/18/2008 12:11:05 PM :
Start Price:
$10.83
PT Score:
+27.63
Say hi to the high returns!
Recs
nunopereira76
(98.67)
Submitted: 1/8/2008 9:56:36 AM :
Start Price:
$11.67
PT Score:
+22.97
6% dividend yeld
Buy back program
As a very solid CFO, considered one of the best in the european telecom companies
Recs
Littlengine
(< 20)
Submitted: 12/29/2007 7:37:32 PM :
Start Price:
$11.22
PT Score:
+29.71
I made money on Turkcell and believe the rationale that this is a similar story.
Recs
MJKpayday
(97.84)
Submitted: 12/29/2007 1:41:02 PM :
Start Price:
$11.22
PT Score:
+29.71
A fairly valued telecommunications (cell phone) company operating mainly in the not yet saturated Portugal and Brazil markets. A few notes:
- Portugal, Brazil, and smaller investments in Asia, Africa, and Latin America
- Planned 10% buy back
- 6% dividend yield
- Portugal and Brazil economies expected to grow at 2% and 4.5% respectively
- Fair values: P/B of 4 and P/E of 10.
- A "safer" way to invest in African cell phone carriers
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