Technology >> Analyst Interviews >> July 5, 2012

Cable Companies Display Attractive Valuations, ROIC & Growth Rates

Moffett, Craig E.
Craig E. Moffett has been voted the number one cable and satellite analyst in the U.S. in Institutional Investor magazine's All-America Research Team poll and in the Greenwich Associates research quality survey for the past five consecutive years. Mr. Moffett joined Sanford C. Bernstein & Co., LLC, as the Senior Analyst for U.S. cable and satellite broadcasting in 2002. He added coverage of the U.S. telecommunications sector in 2007, and he has been a member of the Institutional Investor All-America Research Team in each of his three years covering that sector. He was voted number one in the Greenwich quality poll in telecommunications in each of the past two years. Mr. Moffett spent 11 years at The Boston Consulting Group, where as a Partner and Vice President he led the firm's global practice in telecommunications. At Boston Consulting, he led client relationships spanning the local exchange, wireless, long distance and equipment sectors in the U.S., Latin America and Europe. Most recently, Mr. Moffett was the President of, the e-commerce venture of the auction house. As a member of the executive committee of Sotheby’s Holdings, Mr. Moffett was an instrumental member of the team that steered the company through the challenges arising from antitrust proceedings related to its pricing activity during the mid-1990s. Mr. Moffett earned a B.A. from Brown University, where he graduated Phi Beta Kappa and magna cum laude. He earned an MBA with honors from the Harvard Business School. Profile
TWST: What is your coverage in the wireless space?

Mr. Moffett: I cover Verizon (VZ), AT&T (T), Sprint (S), T-Mobile (DTE.DE), Leap (LEAP) and