What significant improvements do you see in VZ that justifies a higher price over the course of the past year? FiOS migrations are on track this year to meet (if not significantly exceed) targets, and there is future labor cost savings, but the expenses associated with the iPhone 5 and Hurricane Sandy don't really suggest a significantly higher price on this stock. What am I missing or over/undervaluing?
guess you didnt read last qtr's report where-in for starters subs exceeded T by nearly 10 to 1. VZ div yeild is nearly = to T and yet vz P/E is lower. We are going into the holiday season where device sales and subs will INCEASE, not to mention the sunami of data consuming devices coming in the next qtrs via the mobile boom. VZ has concentrated efforts in cloud,b2b data where growth will be in the double digits.. T has announced major spending on its network expansion which will reduce growth to 3-5% whereas VZ already has a larger network and growth rate exceeds T going fwd.etc etc etc