Seeking Alpha: America Movil Still A Buy After Painful Margin Squeeze

For short-term investors, America Movil's (AMX) fourth quarter report was a wreck. For long-term investors, though, I don't think it changes much of anything. Weaker margins are never a good thing, but America Movil is following a long-term gameplan for wireless voice and data growth, and its rivals are going to hard-pressed to compete so fiercely on price indefinitely. America Movil is by no means the growth stock it once was, but today's steep earnings-induced decline and long-term plan make it a more interesting name for GARP investors.

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America Movil Still A Buy After Painful Margin Squeeze

Seeking Alpha: Is America Movil Still A LatAm Growth Story?

Like people, companies change as they grow older. America Movil (AMX) was once a premier Latin American growth stock at a time when retail investors had few good options for investing in that region. Since then, both the company and its markets have matured, and investors now have numerous other options for investing in emerging markets. Given the company's maturing model and its ventures into Europe, is America Movil still a growth stock and is it still worth owning?

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Is America Movil Still A LatAm Growth Story?

Seeking Alpha: America Movil - "Mature" Doesn't Mean Dead

Although the suppliers of consumer essentials like wireless phone service are supposed to be the safer, less-volatile way to play emerging markets, that wasn't the case in 2011. To name just one example, Latin American giant America Movil (NYSE: AMX) basically fared just as bad as the broader Mexican and LatAm stock markets. While the America Movil story is no longer about pioneering the expansion of wireless service south of the U.S. border, the fact remains that value remains in one of the best-run emerging market corporations.

Trying To Surf Changing Tides In Mexico
America Movil started off as a spin-off of Mexico's fixed-line operator Telmex and Mexico is still a crucial market for the company. More than one-third of the company's revenue comes from here and more than half of corporate EBITDA, due in large part to its approximately 70% share of the wireless market.

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America Movil - 'Mature' Doesn't Mean Dead