Vodafone vs BT

Hi this week I’ll be investing in Vodafone or BT as I would one of these on my portfolio, which would you guys pick? I have been researching for a month, I’m leaning towards Vodafone.

I’ve got both although I think Vodafone might see an increase in share price with some sell off they have planned. But BT has a bigger position in my portfolio as it’s is a fairly bigger dividend payer.

This is only because the share price has dropped from £5 to £1.70 and the dividend hasn’t changed much from 14p~ even though it probably should.

I’m unsure on Vodafone over the next few years but BT is looking to potentially have a bunch of investment in 5g and fibre, this would mean less profit, and potentially a cut or cease of the dividend to fund that development.

Completely agree with both statements. I think for me, BT is for the long run. it’s currently down for me about 8p per share.

Both have some hefty debts and require quite a bit of capital just to keep the lights on.

Some thoughts on telecoms from earlier in the year here:

https://sleepyinvestor.blogspot.com/2019/02/stock-analysis-telecoms.html

:thinking:

https://www.ii.co.uk/analysis-commentary/stockwatch-how-safe-bts-tempting-dividend-ii510987