Todd Campbell
Long/short equity, growth, medium-term horizon, registered investment advisor

CSG Systems: Content Creation And Delivery Disruption Offers Opportunity

One of the most exciting trends in communications is the development of content-everywhere. The concept is simple. Break down barriers for content creators and allow people to source content how and when they want. The change is disruptive and communications providers are innovating to make sure customers stay happy and keep paying.

Investors interested in companies selling business solutions to communications providers may want to consider CSG Systems (NASDAQ:CSGS), a solutions company tasked with improving operational processes and practices at cable, satellite and telecom providers.

The company has recently been improving in the scoring system used by my firm E.B. Capital Markets, LLC, suggesting it's a good time for a closer look at its business and the catalysts...

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