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  1. Tech and Telecom: M&A Heats Up, and the Cloud Changes the Landscape

    Mergers and acquisitions are ramping up (as are rumors), but with the sector slightly overvalued, we stick to fundamentals and seek firms with established economic moats.

  2. Tech and Telecom Sectors: Time to Be Selective

    Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.

  3. BSkyB's Narrow Moat Intact Despite BT's New Sports Channels

    We think the market is overly concerned about the competition.

  4. Our Outlook for Tech & Communication Services Stocks

    With the tech and telecom sectors becoming more fully valued, it's time for investors to be selective.

  5. The Year in Stocks: Equities Still Climbing

    M&A activity contributes to surge.

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