Fitch Affirms Colombia Telecomunicaciones' IDRs at 'BB'; Outlook Stable
Alcatel-Lucent transforms Telefonica's IP network as demand grows for highest network performance to deliver data and video
Research and Markets: Carrier Quarterly Update Q1 2015 - BT Seals Acquisition of EE
GSMA Launches Low Power Wide Area Network Initiative to Accelerate Growth of the Internet of Things
Guillaume Herbette Named CEO Of MSLGROUP
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.
Research and Markets: Machine-to-Machine (M2M) Connections Market To 2020 - The Market Size of Global M2M Connections is Expected to Reach $35.16 Billion by 2020
Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.
Narrow-moat Millicom's dominant position in Latin America yielded impressive 2014 results despite currency headwinds.
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.