Verizon's wireless buyout could shake up things for Vodafone shareholders, but the telecom industry is positioned to remain profitable and have good dividend yields, says DividendInvestor editor Josh Peters.
With lower user time spent on its platform and user data collected, Twitter's ad revenue has constraints versus Facebook, and investors should moderate their expectations.
This week we raised our fair value for Twitter, maintained our fair value for Yum Brands in the wake of bad news, and sized up T-Mobile's newest suitor.
Facebook makes the most of mobile, focus pivots to Apple's pipeline, Chipotle may be moat-worthy, and more.
Our top managers continue to put money into wide-moat firms.
Investors could still benefit by taking a closer look at some firms with strong positions in mobile computing.
With the tech and telecom sectors becoming more fully valued, it's time for investors to be selective.
Second-quarter results sent Cablevision's share price down, but we're holding on to our fair value estimate and moat rating.
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