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Quarter-End Insights

Our Outlook for the Telecom Sector

A pullback provides opportunities in the defensive telecom sector.

Allan C. Nichols, CFA

Mar 26, 2008

Mentioned: BT Group PLC (BT.A) , NII Holdings Inc (NIHDQ) , Sprint Corp (S) , Time Warner Inc (TWX) , Telecom Italia SpA (TIIAY) , BT Group PLC (BTTGY) , TIM SA (TIMB) , PT Telkom Indonesia (Persero) Tbk (TLK) , KT Corp (KT) , SK Telecom Co Ltd (SKM)

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In previous quarterly updates, we've talked a lot about the virtues of international telephone companies. As we discussed, one of the nice features of telecom firms is the significant cash flows they generate.

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Allan C. Nichols does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.

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