Top 10 Telecom Stocks For 2014

On Wednesday, CenturyLink (NYSE: CTL  ) will release its latest quarterly results. The key to making smart investment decisions on stocks reporting earnings is to anticipate how they'll do before they announce results, leaving you fully prepared to respond quickly to whatever inevitable surprises arise.�

Along with many telecom companies, CenturyLink was a favorite among dividend investors because of its high payout yield. But in February, the company cut that dividend, sending the shares plunging. Let's take an early look at what's been happening with CenturyLink over the past quarter and what we're likely to see in its report.

Stats on CenturyLink

Analyst EPS Estimate

$0.69

Change From Year-Ago EPS

1.5%

Revenue Estimate

Top 5 Information Technology Companies To Watch In Right Now: Vivendi SA (VIVHY)

Vivendi SA (Vivendi), incorporated on December 18, 1987, is a communications and entertainment company. As of December 31, 2009, the Company had six business segments: Activision Blizzard, Universal Music Group, SFR, Maroc Telecom Group, GVT (Holding) S.A. (GVT) and Canal+ Group. Activision Blizzard develops, publishes and distributes interactive entertainment software, online or on other media (such as console and personal computer (PC)). Universal Music Group is engaged in the sale of recorded music (physical and digital media), exploitation of music publishing rights, as well as artist services and merchandising. SFR is engaged in the phone services (mobile, broadband Internet and fixed) in France. Maroc Telecom Group is a telecommunication operator (mobile, fixed and Internet) in Africa, principally in Morocco, as well as in Mauritania, Burkina Faso, Gabon and Mali. GVT is a Brazilian fixed and broadband operator. Canal+ Group is engaged in publishing and distribution of pay-television mainly in France, in both analog and digital (terrestrially, via satellite or ADSL), as well as film production in Europe. In July 2013, Vivendi SA and Universal Music Group announced the completion of the sale of Parlophone Label Group to Warner Music Group Corp.

On November 13, 2009, Vivendi acquired an aggregate of 29.9% of GVT�� outstanding voting shares from Swarth Investments LLC, Swarth Investments Holdings LLC and Global Village Telecom (Holland) BV. In addition, Vivendi acquired from third parties an additional 8% interest in GVT's outstanding shares. On December 28, 2009, Canal+ Group, Vivendi�� subsidiary, acquired TF1�� 9.9% interest in the capital of Canal+ France. On July 31, 2009, Maroc Telecom acquired 51% controlling interest in Sotelma. On August 27, 2009, CID, a company 40% owned by SFR and 60% by other financial investors, acquired the 62% interest in 5 sur 5.

Advisors' Opinion:

• [By Demitrios Kalogeropoulos]

  Activision Blizzard (NASDAQ: ATVI  ) is striking out on its own. The company reached a purchase agreement with Vivendi (NASDAQOTH: VIVHY  ) �to transfer enough shares so that it will become an independent company, one that's majority-owned by public investors rather than a single corporation.

Top 10 Telecom Stocks For 2014: Vivendi SA (VIVHY.PK)

Vivendi SA (Vivendi), incorporated on December 18, 1987, is a communications and entertainment company. As of December 31, 2009, the Company had six business segments: Activision Blizzard, Universal Music Group, SFR, Maroc Telecom Group, GVT (Holding) S.A. (GVT) and Canal+ Group. Activision Blizzard develops, publishes and distributes interactive entertainment software, online or on other media (such as console and personal computer (PC)). Universal Music Group is engaged in the sale of recorded music (physical and digital media), exploitation of music publishing rights, as well as artist services and merchandising. SFR is engaged in the phone services (mobile, broadband Internet and fixed) in France. Maroc Telecom Group is a telecommunication operator (mobile, fixed and Internet) in Africa, principally in Morocco, as well as in Mauritania, Burkina Faso, Gabon and Mali. GVT is a Brazilian fixed and broadband operator. Canal+ Group is engaged in publishing and distribution of pay-television mainly in France, in both analog and digital (terrestrially, via satellite or ADSL), as well as film production in Europe. In July 2013, Vivendi SA and Universal Music Group announced the completion of the sale of Parlophone Label Group to Warner Music Group Corp.

On November 13, 2009, Vivendi acquired an aggregate of 29.9% of GVT�� outstanding voting shares from Swarth Investments LLC, Swarth Investments Holdings LLC and Global Village Telecom (Holland) BV. In addition, Vivendi acquired from third parties an additional 8% interest in GVT's outstanding shares. On December 28, 2009, Canal+ Group, Vivendi�� subsidiary, acquired TF1�� 9.9% interest in the capital of Canal+ France. On July 31, 2009, Maroc Telecom acquired 51% controlling interest in Sotelma. On August 27, 2009, CID, a company 40% owned by SFR and 60% by other financial investors, acquired the 62% interest in 5 sur 5.

Advisors' Opinion:

• [By Eric Rodawig]

  Activision Blizzard (ATVI) is the world's largest and most successful video game developer, and is majority owned (61%) by French telecom and media conglomerate Vivendi (VIVHY.PK). Vivendi has been undergoing a massive strategic review with the intent to reduce debt and unlock the value of its assets that has fueled speculation surrounding ATVI. In conjunction with this, ATVI CFO Dennis Durkin announced on the 4Q12 earnings call

Top 10 Telecom Stocks For 2014: Singapore Telecommunications Ltd (SGAPY.PK)

Singapore Telecommunications Limited (SingTel) is engaged in the operation and provision of telecommunication systems and services, and investment holding. SingTel operates in three segments: Singapore, which represent the services and products provided by SingTel and its subsidiaries (excluding SingTel Optus Pty Limited (Optus)); Australia, which represents the services and products provided by Optus, a subsidiary of SingTel domiciled in Australia, and Associates & Joint Ventures, which represents the Company�� investments in associated and joint venture companies, which mainly comprise Advanced Info Service Public Company Limited (AIS) in Thailand, Bharti in India, Globe Telecom, Inc. in the Philippines, and PT Telekomunikasi Selular (Telkomsel) in Indonesia. In December 2013, its subsidiary, Amobee Group Pte Ltd incorporated a subsidiary in Australia known as Amobee ANZ Pty Ltd. In December 2013, its subsidiary, SingTel Optus Pty Limited incorporated Optus Digital Life Pty Limited. Advisors' Opinion:

• [By David Hunkar]

  Investors looking to add international dividend stocks can consider some of the options listed below:

  Company: Singapore Telecommunications Ltd. (SGAPY.PK)

  Current Dividend Yield: 4.35%
  Sector: Telecom
  Country: Singapore

Top 10 Telecom Stocks For 2014: CalAmp Corp (CAMP)

CalAmp Corp. (CalAmp) develops and markets wireless technology solutions that deliver data, voice and video for critical networked communications and other applications. The Company has two business segments: Wireless DataCom, which serves commercial, industrial and government customers, and Satellite, which focuses on the North American Direct Broadcast Satellite (DBS) market. In May 2012, CalAmp Corp announced that it has entered into a five-year supply agreement to provide fleet tracking products to Navman Wireless. As part of the transaction, CalAmp has acquired certain products and technologies from Navman Wireless and established a research and development center in Auckland, New Zealand. The assets acquired by CalAmp include technology for Mobile Display Terminals (MDT) and an MDT product line marketed to telematics original equipment manufacturers (OEMs) globally. In March 2013, it completed the acquisition of the operations of Wireless Matrix Corporation.

Wireless DataCom

The Wireless DataCom segment provides wireless technology, products and services for industrial Machine-to-Machine (M2M) and Mobile Resource Management (MRM) market segments for a range of applications, including optimizing and automating electricity distribution and ancillary utility functions; facilitating communication and coordination among emergency first-responders; increasing productivity and optimizing activities of mobile workforces; improving management control over valuable remote and mobile assets, and enabling emerging applications in a wirelessly connected world.

The Company's Wireless DataCom segment is comprised of a Wireless Networks business and an MRM business. CalAmp's Wireless Networks business provides products, systems and services to industrial, utility, energy and transportation enterprises and state and local governmental entities for deployment where the ability to communicate with mobile personnel or to command and control remote assets is crucial. Utilities! , oil and gas, mining, railroad and security companies rely on CalAmp products for wireless data communications to and from outlying locations, permitting real-time monitoring, activation and control of remote equipment. Applications include remotely measuring freshwater and wastewater flows, pipeline flow monitoring for oil and gas transport, automated utility meter reading, remote Internet access and perimeter monitoring. CalAmp is among the leaders in the application of wireless communications technology to Smart Grid power distribution automation for electric utilities.

MRM wireless solutions include global positioning system (GPS) location, cellular data modems and programmable events-based notification firmware as key components, allowing customers to know where and how their assets are performing, no matter where those mobile assets are located. Commercial organizations, vehicle finance providers, city and county governments, and a range of other enterprises rely on CalAmp products and systems to optimize delivery of services and protect valuable assets. Applications include fleet management, asset tracking, student and school bus tracking and route optimization, stolen vehicle recovery, remote asset security, remote vehicle start, and machine-to-machine communications. In addition to functioning as an OEM supplier of location and communications hardware for MRM applications, CalAmp is a total solutions provider of turn-key systems incorporating location and communications hardware, cellular airtime and Web-based remote asset management tools and interfaces.

The Company competes with Motorola Solutions, GE-MDS, Freewave, Sierra Wireless, GenX, Spireon, Novatel Wireless-Enfora and Xirgo.

Satellite

The Satellite segment develops, manufactures and sells DBS outdoor customer premise equipment and whole home video networking devices for digital and high definition satellite television (TV) reception. CalAmp's satellite products are sold primarily to ! EchoStar,! an affiliate of Dish Network.

The Company's DBS reception products are installed at subscriber premises to receive television programming signals transmitted from orbiting satellites. These DBS reception products consist principally of outdoor electronics that receive, process, amplify and switch satellite television signals for distribution over coaxial cable to multiple set-top boxes inside the home that can acquire, recognize and process the signal to create a picture.

The Company competes with Sharp, Wistron NeWeb Corporation, Microelectronics Technology, Pro Brand and Global Invacom.

Advisors' Opinion:

• [By Paul Ausick]

  Canaccord Genuity also raised its price target on CalAmp Corp. (NASDAQ: CAMP) Tuesday, boosting it from $30.00 a share to $33.00. CalAmp makes wireless equipment and has a market cap of around $960 million. The company posted strong third-quarter results after markets closed Monday, and Canaccord expects strong growth in both the 2015 and 2016 fiscal years, based on the company’s expected fourth-quarter showing. Interestingly enough, CalAmp’s fourth-quarter estimates were slightly below consensus estimates.

• [By Jake L'Ecuyer]

  Equities Trading UP
  CalAmp (NASDAQ: CAMP) shot up 14.13 percent to $21.33 after the company reported upbeat fiscal second-quarter results.

  Shares of HomeAway (NASDAQ: AWAY) was up as well, gaining 8.69 percent to $29.88 on speculation of takeover talks with Priceline.com (NASDAQ: PCLN).

• [By Ben Levisohn]

  My guess is that few traders are at their desks this morning–there’s almost no one at Barron’s office either–and stocks reflect that. Some, like Tesla�(TSLA) and CalAmp (CAMP), are seeing sizable� news-related moves.

Top 10 Telecom Stocks For 2014: Partner Communications Company Ltd.(PTNR)

Partner Communications Company Ltd. provides various telecommunications services in Israel. It offers cellular telephony services on GSM/GPRS and UMTS/HSDPA networks. The company also provides basic services, including domestic mobile calls, international dialing, roaming, voice mail, short message services, intelligent network services, content based on its cellular portal, data and fax transmission, and other services. In addition, it offers Internet services provider services that provides access to the Internet, as well as home WiFi networks; value added services, such as anti-virus and anti-spam filtering; and transmission services; and Web video on demand services, music tracks, and games. Further, the company provides voice over broadband and primary rate interface fixed-line telephone services; and data capacity services. Additionally, it offers content services comprising voice mail, text, and multimedia messaging, as well as downloadable wireless data application s, including ring tones, music, games, and other informational content; and sells handsets, phones, routers, and related equipment. The company markets its products through its sales centers, business sales representatives, traditional networks of specialized dealers, and non-traditional networks of retail chains and stores under the Orange brand name. Partner Communications Company Ltd. was founded in 1997 and is headquartered in Rosh Ha-ayin, Israel.

Advisors' Opinion:

• [By Roberto Pedone]

  Another under-$10 wireless telecom player that's starting to move within range of triggering a major breakout trade is Partner Communications (PTNR), a telecommunications company, provides cellular and fixed-line telecommunication services in Israel. This stock is off to a strong start in 2013, with shares up sharply by 29%.

  If you take a look at the chart for Partner Communications, you'll notice that this stock has been trending sideways for the last month, with shares moving between $7.28 on the downside and $7.96 on the upside. Shares of PTRN are bucking the overall market weakness today as the stock starts to move within range of triggering a breakout trade above the upper-end of its sideways trading chart pattern.

  Market players should now look for long-biased trades in PTNR if it manages to break out above some near-term overhead resistance levels at $7.80 to $7.85 a share and then once it clears its 52-week high at $7.96 a share with high volume. Look for a sustained move or close above those levels with volume that registers near or above its three-month average volume of 107,303 shares. If that breakout triggers soon, then PTNR will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that move are $10 to $12.20 a share.

  Traders can look to buy PTNR off any weakness to anticipate that breakout and simply use a stop that sits right below some key near-term support levels at $7.38 to $7.28, or below its 50-day at $6.97 a share. One can also buy PTNR off strength once it clears those breakout levels with volume and then simply use a stop that sits a comfortable percentage from your entry point.

• [By Garrett Cook]

  Telecommunications services shares jumped around 1.19 percent in today’s trading. Top gainers in the sector included NQ Mobile (NYSE: NQ), China Unicom (Hong Kong) (NYSE: CHU), and Partner Communications Company (NASDAQ: PTNR).

• [By Eddie Staley]

  Telecommunications services shares jumped around 1.19 percent in today’s trading. Top gainers in the sector included NQ Mobile (NYSE: NQ), China Unicom (Hong Kong) (NYSE: CHU), and Partner Communications Company (NASDAQ: PTNR).

Top 10 Telecom Stocks For 2014: Koninklijke KPN NV (KPN)

Koninklijke KPN NV (KPN) is a Netherlands-based telecommunications and information and communication technology (ICT) service provider. It is divided in two business areas: the Netherlands and Mobile International. The Netherlands includes segments: Mobile Consumer, which offers voice, text and data services, and mobile wholesale; Consumer Residential, providing fixed line services; Business, responsible for wireline and wireless voice and Internet, Cloud and integrated packages for corporate clients; NETCO, which offers wireless, copper and fiber network infrastructure and services for retail and wholesale customers; and Corporate Network, which provides solutions for workspace management, connectivity, information security and data centers, cloud-based and traditional software services and consulting. Mobile International consists of segments such as Germany, Belgium, Rest of the world; and iBasis, providing wholesale voice services and terminating of international calls worldwide. Advisors' Opinion:

• [By Corinne Gretler]

  KPN (KPN) surged 16 percent to 2.32 euros as America Movil offered 2.40 euros a share for the company. The price -- a 20 percent premium to KPN�� close yesterday -- would value the stake that America Movil doesn�� already own at 7.2 billion euros ($9.6 billion). The Mexican mobile-phone operator has a 29.8 percent holding in KPN. An agreement between the two companies to limit America Movil�� stake to 30 percent expired after KPN agreed last month to sell its German business E-Plus to Telefonica SA.

Top 10 Telecom Stocks For 2014: Orange SA (ORAN)

Orange SA, formerly France Telecom S.A., incorporated on December 31, 1996, is an European mobile operator, an asymmetric digital subscriber line (ADSL) Internet access provider in Europe, and telecommunications services provider for multinational businesses under the Orange Business Services brand. As of December 31, 2010, France Telecom provided services to 209 million customers, of which 150 million were mobile phone customers and 13.7 million were broadband Internet customers, and as of June 30, 2011, provided services to 217.3 million customers. It offers its individual customers, businesses and other telecommunications operators a line of services covering fixed and mobile communications, data transmission, the Internet and multimedia, and other services. The Company�� segments include France, Poland, Spain, Rest of the World, Business Communication Services, International Carriers and Shared Services.

France

The range of services in the Home segment in France is made up of fixed-line telephony services; other consumer services; online, Internet access, and multimedia services; advertising-management and Internet portal business; content-related business, and carrier services. France Telecom�� traditional fixed-line telephony services provide access to the network, local and long-distance telephone communication services throughout France, and international calls. In addition, France Telecom offers its fixed-line telephony subscribers a broad range of value-added services. The France Telecom Group has a number of portals, including Orange.fr, which is either Web- or mobile-accessible. In December 2010, its audience reached 22.5 million, and Voila.fr and Cityvox (entertainment and leisure listing site in France) in its different formats, such as Cityvox.fr, Cinefil.com, Spectacles.fr, Concert.fr and WebCity.fr. The primary revenue source is online advertising sold by the Orange Advertising Network. This advertising management department sells advertising space for ab! out 20 third-party sites, both Web and mobile.

Orange�� offers are built around three product lines: postpaid, prepaid and convergent offers. Orange offers two categories of prepaid offer, to which calls are charged by the second from the first second: The Mobicarte, includes a range of recharges from 5 to 100 euros and Orange Initial, which enables the customer to be billed monthly depending on his or her actual consumption. Orange also has a number of offers that pair mobile use and mobile Internet access with all-in-one offers, including both the hardware and an Internet access plan. The USB 3G+ plans enable connection to the Internet via the mobile broadband network or the Orange public wireless fidelity (WiFi) network from a laptop computer, multimedia mobile phone or a tablet personal computer.

The Company competes with SFR-Neuf Cegetel, Free, Bouygues Telecom, Numericable, Google and Voila.

Poland

Orange (the brand under which the TP Group subsidiary, PTK Centertel trades) had a total of 14.3 million during the year ended December 31, 2010. In April 2010, PTK Centertel introduced segmented postpaid offers for residential customers. Depending on the usage profile, customers can choose from three types of tariff plans: Dolphin tariffs for frequent users of voice services, Pelican for customers focused on text and community Web-services, and Panther for users of mobile data services (Internet, email). The mobile broadband Internet customer base (Edge and 3G data services) reached 547,000 customers during 2010. In 2010, Orange introduced a SIM-only mobile Internet offer and a portfolio of terminals dedicated to the Orange Free offer.

The Company competes with Netia, Multimedia Polska, Aster and Hyperion.

Spain

Orange Espana, operating under Orange, Ya.com and OBS (Enterprise) brands offers fixed and mobile telecommunication services to more than 13 million customers in the residential, professional, business and who! lesale se! gments. Orange Espana�� physical distribution network consists in 2,922 points of presence, including Orange own shops, franchises, specialized shops under the Orange brand, non exclusive specialized shops, and a network of retailers. Orange Espana also distributes its services through distance selling channels, and its own online portal. Orange Espana fixed access infrastructure, based on its own optic fiber network and ADSL roll-out, enables delivery of advanced telecommunication services, including broadband Internet access, voice over Internet protocol (VoIP), internet protocol television (IPTV), television (TV) streaming, video on demand (VOD) and advanced business services.

The Company competes with Telefonica, ONO, Vodafone and Jazztel.

Rest of the world

The France Telecom Group is present in Luxembourg via Orange S.A. (formerly VOXmobile), a wholly owned subsidiary of Mobistar. The Luxembourg subsidiary, VOXmobile, was renamed Orange S.A. in October 2009. During the year ended December 31, 2010, Orange S.A. had 88,900 active mobile telephony customers.

The Company competes with Proximus, Mobistar, Base, ex-Mobifon, Telefonica O2, Deutsche Telekom, Swisscom, Sunrise, Moldtelecom, Starnet, ECMS, Vodafone Egypt and Etisalat U.A.E.

Enterprise Communications Services

The Orange Business Services brand covers both the Enterprise Communication Services (ECS) unit, which supplies communications services to multinational companies and corporate accounts and small and medium enterprises (SMEs) in France and Orange subsidiaries Business-to-Business (B2B) activities.

Orange Business Services covers the Company�� business customers in more than 160 countries and regions where it provides local technical and commercial assistance. This business segment includes a number of subsidiaries, including Etrali (trading solutions), Almerys (health), Orange Consulting (project management, telecom consulting), Multimedia Business Se! rvices (m! ultimedia contact centers), Neocles (virtualization solutions), IT&Labs (design and development of embedded Machine-to-Machine applications, vehicle fleet management), Obiane and Telecom System (secure network integration), Alsy (integration services), EGT (equipment and services for video conferences), and GlobeCast (multimedia broadcast systems).

The Company competes with IBM, HP, Microsoft and Cisco.

The Company competes with COLT Telecom, Numericable-Completel, BT Global Services, AT&T Business Services, Verizon Business, T-Systems, Reliance Globalcom, Tata Communications, Belgacom Group, NextiraOne, Spie Communication, NTT Group, IBM Global Services, HP Enterprise Services, Atos Origin, Salesforce and Amazon.

International Carriers and Shared Services

Orange�� International Carriers activity is based on long-distance network infrastructure and offers a range of solutions on the international market. The Company is involved in the design, construction and operation of submarine cables. The Company�� wholesale activity includes a worldwide network with over 120 presence points and 130,000 kilometers of fiber optic cable; a worldwide network of Internet protocol (IP) routes with end users in over 220 countries and connections to over 250 Internet service providers and a hit rate of over 85% for all European net surfers. France Telecom�� network has over 330 direct routes and interconnections with over 359 operators, and coverage in over 900 destinations with around-the-clock technical support. Its range of solutions includes interconnection, interoperability and signaling solutions for messaging, voice and video telephony services and the Orange Roaming Hub (Global eXchange) solution for moving from a bilateral model to a multilateral roaming system.

France Telecom has developed activities related to its core business line, such as content broadcasting, audience and advertising, and also healthcare activities. Orange offers free a! nd paying! content on its own channels, paid program packages, Video On Demand, music and game offers. Orange distributes content provided by third parties (television, games, music) on fixed-line and mobile networks both inside and outside France. Orange also produces its own channels: Orange Sport and Orange Cinema�� five different channels. Studio 37, is a subsidiary for investing in cinematographic rights, through both co-production and the acquisition of catalogue rights. During the year ended December 32, 2010, Studio 37 supported the launch of 15 films, including the Gainsbourg and Fatal. The Viaccess group, a France Telecom subsidiary, offers access solutions to television content. Orange is present in the games market through the games it sells on the orange.fr portal (Casual Games dedicated to family type games, such as breakout clones or riddles). Orange Healthcare, is the Company�� healthcare division, focused on developing service packages for the whole sector within a partnership approach.

The Company competes with Telefonica, Deutsche Telekom, Telia Sonera and AT&T.

Advisors' Opinion:

• [By Chandan Dubey]

  I have been holding shares of Orange (ORAN)(XPAR:ORA), previously known as France Telecom, since December 2011. In this article, I want to discuss some of the things that worry me about the company.

• [By LarryZ6]

  With the recent acquisition, financed by the $ 130 billion sale of Verizon Wireless (VZ) in the US, Vodafone adds 1.9 million clients to its customer base in Spain totaling 17.2 million, second to Tel茅fonica (TEF), which counts 24.9 million, and ahead of ORANGE (ORAN), that has 14.4 million customers. According to Antonio Coimbra, Vodafone麓s CEO in Spain, there are strong indicators that favor the acquisition: