I agree a massive opportunity in the telco sector...I have...

I agree a massive opportunity in the telco sector...I have holding in TLS and VOC but Vocusis my biggest position as I think I can double my money with limited downside

global money is rotating now from growth to value which will help push things higher

the wave of demand for data and accessibility is growing faster and faster

I disagree a beat is in the price. You have alot of quant money which will come in if they beat. Same occurs on a miss. You think a price is pricing in a miss and then it is announced and stock falls further. Why it is quant money. There is a huge amount iof money in quant these days so ever underestimate.