$VZ · Value Investing with Sven Carlin, Ph.D. · 2026-11-07
Verizon 6% 的股息率和良好的自由现金流使其数据尽管债务高企仍可接受；随着衰退概率下降，情况略有改善，但利率上升和需求走弱是重大风险。前景不可预测，因此说话者将 VZ 移出他的类别。
逐段跳播
Verizon，股息率高达 6%，债务比大多数国家都多。数据可以接受，自由现金流不错，一切看起来都可以接受。现在我们已经在这里讨论过它，我正在框里看着它，我觉得我没什么可说的。
所以我会把它从框里删掉。Verizon 就是 Verizon，股息率就在那里。现在情况略有改善。经济衰退的可能性会略微降低。风险总是存在的，利率上升带来的重大风险，Verizon 面临需求方面的经济问题，诸如此类。
现在情况看起来不错。就这些。会发生什么？无法预测，所以我干脆把它删掉。每隔几个月就为它闲扯两分钟没有意义。
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.
这个频道对 $VZ 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上共 3 条判断，这里只列相邻的几条。