Here is Tim Travis’ research report on Telefonica (ADR) on July 26th 2012.   http://seekingalpha.com/article/754421-update-on-telefonica-a-tale-of-two-worlds  Read More

Here is Tim Travis’ research report on Telefonica S.A. (ADR) on June 1st 2012.   http://seekingalpha.com/article/632291-telefonica-a-tale-of-two-worldsRead More

I believe that an AT&T (T) merger or investment in Telefonica (TEF) would be extremely intelligent at this stage in the game.  Right now the U.S. mobile market is performing wonderfully and Europe is incredibly depressed.  There is no reason to believe that conditions won’t improve in Europe and this would be an excellent opportunity...Read More

http://seekingalpha.com/article/754421-update-on-telefonica-a-tale-of-two-worlds INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

This article discusses the merits of both Verizon (VZ) and AT&T (T) in this current low interest rate environment.  While both stocks offer attractive dividend yields, the multiples are quite high on both securities.  If you look across the pond to Europe an investor can find much more attractive payouts and earnings yields.  Obviously there...Read More

Carlos Slim didn’t become the richest man in the world by being afraid to invest in a distressed market.  Typical of Slim’s history, he is stalking some European telecom companies which are trading at distressed levels.  Many of these companies are large constituents of their respective stock indexes so the stocks tend to sell off...Read More