DEADLINE TODAY: Lundin Law PC Announces Securities Class Action Lawsuit against BT Group plc and Reminds Investors with Losses to Contact the Firm
LONDON MARKETS: FTSE 100 Slides, But Logs 4th-straight Quarterly Gain
BT Fined GBP42 Million Over Openreach Failings
LONDON MARKETS: FTSE 100 Falls To Near 1-month Low As Fading 'Trump Trade' Hits Banks
UPDATE: FTSE 100 falls to near 1-month low as fading 'Trump trade' hits banks
Telecoms Decline -- Telecoms Roundup
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.
Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.
We think the market is overly concerned about the competition.
With the tech and telecom sectors becoming more fully valued, it's time for investors to be selective.