Value Investing with Sven Carlin, Ph.D. on $VZ (Nov 7, 2026)
Verizon's 6% dividend yield and good free cash flow make its numbers acceptable despite high debt; things are improving slightly as recession odds decline, but rising rates and weaker demand are significant risks. The outlook is unpredictable, so the speaker removes VZ from his box.
Jump to any passage
Verizon, a huge dividend yield of 6 %, and more debt than most countries. The numbers are acceptable, the free cash flow is good, and everything seems acceptable. Now we've discussed it here and I'm looking at it in the box, and I think I don't have much to say about it.
So I will delete it from the box. Verizon is Verizon, and the dividend yield is there. Things are improving a little now. The likelihood of a recession will decrease slightly. There are always risks, significant risks from rising interest rates, Verizon facing economic problems in demand, and things like that .
Things look good now. That's all. What will happen? It's impossible to predict, so I'll just remove it. There is no point in just rambling about it for two minutes every few months.
What this channel has said about $VZ
Value Investing with Sven Carlin, Ph.D. has 3 calls on this stock; only the adjacent ones are shown.