Iliad Set to Become Fourth Mobile-Network Operator in Italy
For investors with a strong conviction about the fortunes of telecom firms, this ETF's low fees make it an appealing option.
Narrow-moat Millicom's dominant position in Latin America yielded impressive 2014 results despite currency headwinds.
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.
With these sectors trading above our fair value estimate, investors should seek firms with established economic moats to help them withstand near-term revenue and operating margin volatility. Plus, get our take on Apple Pay's impact and the ongoing wireless spectrum auction.
As enterprises allocate spending toward data analytics, we see increasing complexity leading to opportunities for legacy technology providers and services firms.
This low-cost telecom fund offers exposure to the titans and the small fries and provides a healthy payout to boot.
Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.
On Friday, the Portuguese government certified Sonaecom's 9.50-euro ($12.29) per share bid for Portugal Telecom PT, allowing PT shareholders to tender their shares through March 9. Now, Sonaecom needs to call a shareholders' meeting and receive approval to own more than 10% of PT's shares. We think ...
If Mexico has maxed, could Brazil be beckoning?