- Communications can't be viewed as a single unified sector. In reality, it's a case of two sub-categories, with two very different stories.
- There are a few categories underneath this sector, and investors that are looking for a high-stable income, combined with low volatility, would find this sector to be attractive.
- For other investors, this sector would seem quite neutral, even when the relative valuation isn't too bad. The reasons are relatively low growth, and mostly limited upside potential.
- Nevertheless, even within all this 'neutrality', we believe that one stock stands out above all others, and we strongly suggest investors to take charge of it.
For further details see:
Looking For Improved Communication Connections