Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

America Movil Still A Buy After Painful Margin Squeeze

For short-term investors, America Movil's (NYSE:AMX) fourth quarter report was a wreck. For long-term investors, though, I don't think it changes much of anything. Weaker margins are never a good thing, but America Movil is following a long-term gameplan for wireless voice and data growth, and its rivals are going to hard-pressed to compete so fiercely on price indefinitely. America Movil is by no means the growth stock it once was, but today's steep earnings-induced decline and long-term plan make it a more interesting name for GARP investors.

Some Good News In Q4, But Weak EBITDA Margins Dominate

America Movil's fourth quarter wasn't the disaster that the stock's reaction would suggest, but it certainly wasn't the strongest quarter...

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