The telecom is well positioned and has room to expand its margins.
We see potential for higher revenue growth as operations stabilize.
We believe Comcast will struggle to generate a decent return on its investment.
The merger creates the largest wireless operator in India and should yield cost savings.
Wireless results improved, but AT&T's entertainment struggles continued.
We've upgraded the narrow-moat firm's moat trend to stable from negative.
Regulatory and pension concerns are unfairly punishing the stock.
While we weren't surprised by the ruling against the government, we were surprised there were no conditions attached.