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Independent Research
Our Industry Focus is centered on Companies that
manufacture and offer services for the emerging
markets in wireless telecommunications. Our Macro
approach starts off with a quantitative approach to a
universe of over 400 stocks. These companies
manufacture components, and hardware, as well as
develop software and provide services in the
wireless communications industry. We first start our
universe by tracking several metrics for companies
by industry subset. We develop a comparative
analysis model, which leads us to our valuation and
rating.
Our fundamental research approach is Graham and
Dodd meets Peter Lynch. We look at technology from
our own perspective and how they improve our
lives. When we get personally excited about a
technology we watch trends to see if consumers are
adopting. We pay special attention to the
fundamentals of the companies bringing the
products. We also like to see good sound business
models backing the technology. We like to see
technologies pursuing standardization and business
alliances that share strong distribution.
We then couple our quantitative approach with
fundamental analysis. We look at capital structures,
cash flows, and the ability for a company to sustain
their business model. We only publish on companies
that pass our quantitative and fundamental tests.
WE DO NOT OFFER OUR QUANTITATIVE RATING
WITHOUT A REQUEST FOR FUNDAMENTAL RESEARCH.
© 2003-2006 WIDAT Group, L.L.C. – All Rights Reserved
Exploring Emerging Markets in Wireless Communications