In the emerging space I’m excited about wireless, adds Tim Seymour. Look at Turkcell [TKC], Vimpelcom [VIP], MBT [MBT] and Vodafone (VOD).

From a recent Mad Money show:"No, no, this one is too complicated. This is the year of Verizon (VZ) and I say buy, buy, buy to that one instead."

From a recent Mad Money show:"No, no, this one is too complicated. This is the year of Verizon (VZ) and I say buy, buy, buy to that one instead."

From a recent Mad Money show:"That yield of 11% is a reg flag for me. I'd go with their partner Verizon (VZ), which pays less of a dividend but is a lot safer."

Stubbs likes telecom, pharmaceutical and insurance sectors in general. For those who haven't completely soured on equity, the strategist has screened for stocks that offer a dividend yield above 4%; strong cash flow; decent dividend cover; a good balance sheet and a positive earnings picture. Among the names on this list: ENI (ticker: E); Vodafone Group (VOD), France Telecom (FTE); GlaxoSmithKline (GSK) and AstraZeneca (AZN).

own 20 shares

The European telecom giant said its board approved the repurchase of up too $2 billion in common stock. The move comes a day after the company's stock sunk 14% on lower expectations for full-year sales. Vodafone said this sharp decline was unwarranted and made VOD shares significantly undervalued.

Vodafone added that the maximum share price it will repurchase the shares will be no more than 105% of the average closing price in the five business days before the buyback.

On Tuesday, July 22nd, the world's largest mobile operator by sales, reported first-quarter earnings with sales increasing 19% to $19.6 billion. However, most of this growth came from favorable exchange rates and acquisitions. Organic revenue increased just 1.7%.

In its strongest markets, revenue dripped 0.2%, mostly due to soft sales in Spain, which has experience a huge drop in consumer spending. Sales in the U.K. were also weak for Vodafone as competition remains tough.

Arun Sarin, Vodafonoe’s CEO commented, “Whilst we expect revenue around the bottom of the outlook range, our continued focus on cost reduction enables us to reiterate our operating profit and cash flow guidance for the year.”

Shares of Vodafone sunk 14% when the company warned about full year results, hinting at a slowdown in the telecom sector. They expect revenue to be at the bottom end of its range between $79.8 billion to $81.6 billion.

Standard & Poor's analyst Cristina Perea said, “Vodafone's comments today highlight the fact that mobile and telecommunications services are not immune to the overall consumption patterns."

Deutsche Bank has a buy rating on the stock and a $200 price target. They just issued a report saying that VOD's peers saw much lower gains in Spain. This is good news for VOD because that means the Spanish market isn't as weak as they previously thought.

The European telecom giant said its board approved the repurchase of up too $2 billion in common stock. The move comes a day after the company's stock sunk 14% on lower expectations for full-year sales. Vodafone said this sharp decline was unwarranted and made VOD shares significantly undervalued.

Vodafone added that the maximum share price it will repurchase the shares will be no more than 105% of the average closing price in the five business days before the buyback.

On Tuesday, July 22nd, the world's largest mobile operator by sales, reported first-quarter earnings with sales increasing 19% to $19.6 billion. However, most of this growth came from favorable exchange rates and acquisitions. Organic revenue increased just 1.7%.

In its strongest markets, revenue dripped 0.2%, mostly due to soft sales in Spain, which has experience a huge drop in consumer spending. Sales in the U.K. were also weak for Vodafone as competition remains tough.

Arun Sarin, Vodafonoe’s CEO commented, “Whilst we expect revenue around the bottom of the outlook range, our continued focus on cost reduction enables us to reiterate our operating profit and cash flow guidance for the year.”

Shares of Vodafone sunk 14% when the company warned about full year results, hinting at a slowdown in the telecom sector. They expect revenue to be at the bottom end of its range between $79.8 billion to $81.6 billion.

Standard & Poor's analyst Cristina Perea said, “Vodafone's comments today highlight the fact that mobile and telecommunications services are not immune to the overall consumption patterns."

Deutsche Bank has a buy rating on the stock and a $200 price target. They just issued a report saying that VOD's peers saw much lower gains in Spain. This is good news for VOD because that means the Spanish market isn't as weak as they previously thought.

They Just Don't Get Verizon!: Marek Fuchs makes the case for hedging in headlines when companies report mixed earnings.

Click here to watch the video.

lots of cash

to much competion