Vivo Participacoes S.A. (ADR) (VIV)

I own VIV :-

http://finance.yahoo.com/q?s=viv&.yficrumb=yIQAwlz5SoW

Industry: communications services
EPS = 1.03
EPS EST 1yr = 0.950 2yr = 1.648
EPS EST Q1 = 0.241 Q2 = na
PE = 28.0 Industry 13.2
PB = 2.17 Industry 1.9
PS = 1.13 Industry 1.1
P/CF = 25.7 industry 5.2
P/FCF = 17.0 Industry 14.5
Yield 1.0 Industry 0.0
Gross profit margin = 46.3 Industry 48.8
Operating margin = 12.0 Industry -6.0
Net Profit Margin = 4.0 Industry -5.0
ROA = 2.9 Industry -6.7
ROE = 7.8 Industry 12.0
Insider ownership = 40.2
Greenblatt ROC = 24.22
Greenblatt Earnings Yield = 7.99
PosFCF generic % free cash flow yield 5.90%***
Passes 14 of 17 of Mike Klein's metrics
MaxPrice = 208.64 Discount 86%**
Metrics from qtr ending 06/30/2009
Caps rank 3
http://caps.fool.com/Ticker/VIV.aspx
MC score 253

All good enough for my money. I only suggest stocks that I own !

(See posts 388/584/665/760/1051/1807/2213/3546/3755/4046/4208/4225/4345/4573/4818/5241/5242/5310/5461/5579/
5169/7651 on 'Investment Analysis Clubs / Dynamic Value Investing ' board for extra due diligence applied ). **MaxPrice is a generic version of Mike Klein's Maxprice and ROC and Earnings yields are generic versions of Greenblatt's metrics. *** PosFCF generic % free cash flow yield taken from AAII and posts 5248 and 5253

See 'Investment Analysis Clubs / Dynamic Value Investing' board and my CAPS profile for further excellent companies selling at a discount to Maxprice with excellent current metrics. CAPS only shows my selections over 100Mill (unfortunately due to restricted lower market cap applied by MF CAPS).

As stated on the 'Investment Analysis Clubs /Dynamic Value Investing' board my aim is to obtain up to 50% returns p.a. as Buffett stated he could obtain (3 times) recently. A very difficult task but you can follow along with my buys and sells on my CAPS page, where I put my money where my mouth is . If I perform well I hope you can benefit. If not , feel free to ignore my comments. CAPS allows each and everyone of us to be clinically judged on our stock picking abilities over the LONG TERM.

Please always do your own due diligence before investing.

Manucastle :o)

improving market in Brazil

like the upward trend, price is near 52 week low.

adr's are the next sector to outperform stocks

Sometimes I wonder if I'm on crack, but with as much information as I can find financially, I do really like this stock. I bought in a little higher than I wanted, but this is a speculative stock for me.

The home market of Brazil is enticing as we all know, but Vivo has both a strong market position and strong backing from joint owners Spanish Telefonica and Portuguese Telecom. With 128 million subscribers, Brazil's mobile market is 66% penetrated. Of that, 34 million, or 26% of that goes to Vivo, the highest percentage. If penetration goes even to 80% (Below Russia, Turkey, South Africa), we have 194 million subscribers, 50 million go to Vivo and that's assuming the market shares stay the same.

According to their quarterly report, Vivo is actually increasing subscribers, is increasing cash flows and is starting to make more money, which is better than rival TIM is doing. Vivo has mid teen percent increases YOY in subscribers, operating revenue and is building the dominant share (80%+) in the GSM market.

I'd say Bom Dia Vivo! (Hello to Vivo)

Dominant market position, infrastructure is laid out and can now focus on improving margins

Ready to move again, buy back time.

This stock is on a up swing. I expect it to hit 8.50 by OCT

Brazil is can't miss right now and cell phones are a great way to play an emerging economy and VIV is the best of the bunch

I mean I just look to Brazil as the economic powerhouse of the Western Hemisphere over the next 5-10yrs. They seem to be doing it right.

This is the time to buy. Viv is down now but will shoot up to $8.00 by the end of the summer and it will keep on growing. Well positioned in a growing economy.

because marian uriescu presedinte!!!

This stock was picked by TMFRandy in the 2008 TMF Stockpicking Contest.

THIS IS A VERY POPULAR STOCK I'M EXPECTING THIS STOCK TO HIT 10

VIV will benefit greatly from the Petrobras oil explorations. PBR to hire 14,000 workers to work the rigs. Huge supporting cast will be required to build out infrastructure and support workers. Will attract workers from all over Brazil. Most will be seperated from families for long durations. VIV is the major wireless player in the oil development regions. VIV just added the new Blackberry to their line-up. Once debt gets reduced by 35-50% VIV will soar. 4.8% growth in Brazil doesn't hurt either. Viv will trade between $40-60 by mid 2010. Hold tight ,long on VIV.

I would like to say 5+yrs because as brazils population will grow more able have such items as cellphones today are very atractive multifuntional more affordabie broadening into these developing and high population markets. Who could live without one when you can have one? My concern is will vivo be here to see it. hope so. Made a little wager today to like to see them for another bite at the apple.

2

Brazil is surging

Consolidating at multi year highs. If it breaks the $6.50 It could take the next leg up.