Second-quarter results sent Cablevision's share price down, but we're holding on to our fair value estimate and moat rating.
Some investors are concerned about the firm's expanding footprint, but emerging-market assets are driving ROIC outperformance.
This Best Idea firm has solid domestic and emerging-markets exposure to mobile-traffic trends and plans to increase its payout by 20% per annum for at least five years.
Despite economic headwinds, MTS' narrow moat and network/distribution advantages give it a clear edge over VimpelCom.
Key operational trends suggest the Big Three incumbents' economic moats are intact.
The investment prospects of American Tower, Crown Castle, and SBA Communications tower above those of telecom peers.
American Tower's Leah Stearns speaks to Morningstar's Imari Love.
Our trip around the world signals which wireless carriers could make good investments.
Both Mobile TeleSystems and VimpelCom offer investors 2012 upside.
This carrier is the best positioned to outperform its peers against a difficult backdrop.
Its structure is changing, but its asset base, debt load, and operational execution keep it tops.
Brazil's telecom sector stock call has paid off--now it's time to take profits.
If Mexico has maxed, could Brazil be beckoning?
We assess the Brazilian wireless sector's quarterly performance so far.
AMPU allows us to gain a tighter grasp on the economic reality of the industry.
Why these countries are uniquely positioned to ride out the economic downturn.
Investments in telecom stocks are more defensive than most might think.
Looking into foreign-based companies has the potential to pay off.