Yes, the US market now is overvaluated, and the rest of the stocks looks too risky.
Not true...
Their telcos are pretty cheap but its its cheap for a reason.
wahkao Wrote:why cheap????
Price war between US telcos and ISPs
And everyone hates VZ but no choice, have to use them.
My term cheap is relative to DJIA, not in terms of deep value investing.
I would want to wait a while to have a margin of safety in dividends in case i am forced to hold.
For the Telco and ISP in US, whoever has a deeper pocket will prevail. Much like the oil situation. Kill the smaller players and consolidate.
At $46.78 the dividend on yahoo finance shows 4.7%
i am looking at least 5% and above
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