tag:blogger.com,1999:blog-7294165939647321702.post344754367085883350..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Telefonica A Long-Term BuySaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-7294165939647321702.post-38389959329353680822012-05-14T20:45:56.747-04:002012-05-14T20:45:56.747-04:00Hi Anon2,
Though FTE does also look undervalued, ...Hi Anon2,<br /><br />Though FTE does also look undervalued, I worry a bit more about its risk exposure to its largest market. As discussed in the article, I believe regulatory impacts can be large in this industry, and therefore I prefer a company that is well-diversified by geographySaj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-8462540306315105302012-05-07T14:15:27.890-04:002012-05-07T14:15:27.890-04:00Hi Anon2, I'll post my thoughts on FTE soon.Hi Anon2, I'll post my thoughts on FTE soon.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-11640322525805602002012-05-01T17:17:11.171-04:002012-05-01T17:17:11.171-04:00Buy in your RRSP to avoid US witholdings.Buy in your RRSP to avoid US witholdings.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-41784378421801465102012-05-01T15:28:33.321-04:002012-05-01T15:28:33.321-04:00Buy in your RRSP, not your TSFA. That is the way ...Buy in your RRSP, not your TSFA. That is the way you can avoid the ding on your yield.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-56547696209547152082012-05-01T00:12:16.839-04:002012-05-01T00:12:16.839-04:00Great article. Have you looked at France Telecom ...Great article. Have you looked at France Telecom (FTE)? Very similar chart & dividend, largest telecom player in the neighboring country...<br /><br />If so, why do you prefer TEF to FTE? Just curious...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-11474093417772690862012-04-29T20:23:03.173-04:002012-04-29T20:23:03.173-04:00Read your article at SA too.
But what are tax is...Read your article at SA too. <br /><br />But what are tax issue with TEF for Cdn investors in their TISA accounts.<br /><br />Since TEF is an adr, currency fluction is one, another is tax witholding in the U.S. etc.<br /><br />Please highlight all the issues for Cdns. Thanks<br /><br />I also own NLY in my TIFSA and haven't done anything with U.S. tax witholdingAnonymousnoreply@blogger.com