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In a year in which all risk assets seem to move in lockstep, Canadian telecoms are finding their...

In a year in which all risk assets seem to move in lockstep, Canadian telecoms are finding their own way, up 14% vs. a 9% decline in the TSX - their best relative performance in a decade. "Not knowing what's going to happen in Europe ... you can own a business where you know you're going to get paid something every month," says a fund manager. BCE, Telus (TU) and Rogers (RCI) are among the players in this category.
Comments (1)
  • mogando
    , contributor
    Comments (313) | Send Message
     
    because mobile carriers is now an utility, not a luxury

     

    and it's also non-cyclical or seasonal : one needs to call and text regardless
    1 Dec 2011, 10:53 AM Reply Like
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