Vivendi SA

The tech sector looks modestly undervalued overall, but we'd be selective across investment ideas.

The weak European economy is allowing firms to unlock extra value via restructurings and spin-offs, but it's better to invest while firms are still cheap conglomerates, says Evermore's David Marcus.

After the upstart firm's grand entrance, the French wireless market is returning to normal, leaving incumbent players France Telecom, Vivendi, and Bouygues with the lion's share of upside.

Analysis of fourth entrants in other markets demonstrates existing operators' ability to adapt.

High-quality large caps offer the most compelling valuations.

A look at some high-quality names in advance of our Paris investor gathering.