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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (30751)4/23/2008 10:53:24 AM
From: Jurgis Bekepuris  Read Replies (1) of 78702
 
I am looking to move my investing style more towards "stories with positive macro outlook". So far, it worked fine for me in energy, so I would like to see if I can find other stories there.

In telecom business, the story has been developing countries. As in Dale's MICC and MTNOY. Unfortunately, I missed it as it was unfolding right under my nose and now it may be getting late in that story. I would not buy a developed country telecoms since they face a lot of competitive issues and market saturation going forward. Just my opinion though. Some of them still may be good investments, due to potentially huge cash flows.
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