Good day, ladies and gentlemen. My name is Melissa, and I'll be your conference operator today. At this time, I would like to welcome everyone to DIRECTV's First Quarter 2014 Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, ...
A group of top managers continue to keep looking for good investment opportunities, while taking full advantage of a rising (and potentially overvalued) market to book some gains.
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.
AT&T may have a dividend yield of more than 5%, but Verizon's dividend-growth rate and smart capital-allocation decisions point to better total-return prospects, says Morningstar's Josh Peters.
Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.
Warren Buffett’s Berkshire Hathaway had a shift in strategy in the fourth quarter as it unloaded most of its energy holdings to buy more of Deere and IBM.
As enterprises allocate spending toward data analytics, we see increasing complexity leading to opportunities for legacy technology providers and services firms.
Second-quarter results sent Cablevision's share price down, but we're holding on to our fair value estimate and moat rating.
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.