I wouldn't touch VOD with all the issues Europe is facing now & going forward. I'd stick with the much safer T & VZ who own the Americas.
Too much competition & its resulting in a race to the bottom. T, VZ will have to match price/feature and it becomes a death spiral for margins. Dividend could be in jeopardy going forward.
Margins will just get lower & lower with price wars. Sprint today hinting at more price cuts. No growth, huge capital investments means lower cash flow.
Poised for a breakout & then he pulls his nervous nellie act. Time for him to be ousted.
The big worry is that with the failed Sprint/T-mobile merger, that will lead to a protracted price war, lower margins for all the industry players. T may have to cut the dividend in this new environment. Not good for the share price. Too much risk for a 5% dividend.
New CEO appears to be as bad as Ballmer. All he talks about is 1 OS integration for all devices, but no one likes their phone, tablets, W8. He doesn't know when to stop a losing strategy. INTC would be at $50 today if Microsft had not wasted 5 years and counting trying to force a garbage OS to its user base.
Tomorrow's job number is key. A poor number could drop us 500 points at the open. Market wants any excuse to correct quickly.