Q1-2009 Small Cap Industry Outlook - Telecom
Though not quote as exciting as our chemical stock picks, the telecom stocks from the small cap segment also look interesting right now. (Read below for access to the other three, plus our thoughts on some small cap groups to avoid). As for small cap telecom…
The large cap brethren in this group have actually led the way over the last month, though the smaller names have perked up more recently. The companies in the ’small cap’ slice of this sector are primary the local carriers, such as Shenandoah (SHEN), Iowa Telecommunications (IWA), Cincinnati Bell (CBB), and Alaska Communications Systems (ALSK). We’re also throwing TW Telecom (TWTC) into the group. The average P/E for the four local carriers is 14.2. Margins are ok, but dividends are huge in some cases.
If you’d like to know more about the methodology behind our quarterly sector outlook, or if you’d just like to see our entire small cap sector report, there are two ways to do so. You can visit the web page here…
http://bluegrassportfolio.com/q1-2009-small-cap-sector-and-industry-outlook/
Or you can download the printable PDF version here….
http://bluegrassportfolio.com/Q12009BPMSmallCapreport.pdf
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