The INVRS software divides the sector into three industries: wireless, major and specialty. The sector has close to 500 securities.
When I create a portfolio for analysis, I use the "advanced search" feature on the research dashboard page which gives a list of every publicly company in North American in the particular industry and sector I'm looking at. I then weed out micro-cap companies and ones not trading on an American exchange (this is a US analysis). From this smaller list I read the profiles of each company and remove those who operate in a different jurisdiction.
Here are the peer groups:
Major Telecom Peer Group:
| Stock Name (Symbol) | Last Price | Market Cap |
| Verizon Communications Inc.(VZ:XNYS) | $52.47 | 216.8027B |
| AT&T Inc.(T:XNYS) | $32.26 | 234.1997B |
| Shenandoah Telecommunications Company(SHEN:XNAS) | $36.00 | 1.7841B |
| Consolidated Communications Holdings, Inc.(CNSL:XNAS) | $11.26 | 802.3040M |
| BCE Inc. (USA)(BCE:XNYS) | $40.51 | 36.3777B |
| Alaska Communications Systems Group, Inc.(ALSK:XNAS) | $1.75 | 93.0720M |
| ATN International, Inc.(ATNI:XNAS) | $69.98 | 1.1167B |
| Cincinnati Bell Inc.(CBB:XNYS) | $11.55 | 490.1838M |
Specialty Telecom Peer Group:
| Stock Name (Symbol) | Last Price | Market Cap |
| Windstream Holdings, Inc.(WIN:XNAS) | $4.92 | 210.0840M |
| West Corporation(WSTC:XNAS) | $23.50 | 1.9639B |
| Zayo Group Holdings, Inc.(ZAYO:XNYS) | $37.70 | 9.3746B |
| Vonage Holdings Corp.(VG:XNYS) | $13.66 | 3.2623B |
| RigNet, Inc.(RNET:XNAS) | $13.30 | 256.2908M |
| Pareteum Corp(TEUM:XASE) | $2.66 | 148.1620M |
| Straight Path Communications, Inc. Class B(STRP:XASE) | $183.37 | 2.3411B |
| ShoreTel, Inc.(SHOR:XNAS) | $7.50 | 514.9275M |
| SigmaBroadband Co.(SGRB:OOTC) | $0.35 | 1.7587B |
| New Ulm Telecom, Inc.(NULM:OOTC) | $19.99 | 103.2338M |
| Ooma Inc(OOMA:XNYS) | $16.20 | 315.9000M |
| LICT Corporation(LICT:OOTC) | $13900.00 | 282.2256M |
| Level 3 Communications, Inc.(LVLT:XNYS) | $53.63 | 19.3861B |
| Lumos Networks Corp.(LMOS:XNAS) | $17.98 | 430.3693M |
| Liberty Broadband Corp. Class A(LBRDA:XNAS) | $79.06 | 14.3374B |
| Inteliquent, Inc.(IQNT:XNAS) | $22.90 | 788.3096M |
| IDT Corporation Class B(IDT:XNYS) | $5.19 | 128.9923M |
| General Communication, Inc. Class A(GNCMA:XNAS) | $36.28 | 1.3043B |
| General Communication, Inc. Class B(GNCMB:OOTC) | $37.65 | 1.3535B |
| GTT Communications, Inc.(GTT:XNYS) | $32.80 | 1.4717B |
| FairPoint Communications, Inc.(FRP:XNAS) | $15.95 | 434.9053M |
| Fusion Telecommunications International, Inc.(FSNN:XNAS) | $4.29 | 102.3042M |
| Frontier Communications Corporation(FTR:XNAS) | $5.14 | 543.8634M |
| Hawaiian Telcom Holdco, Inc.(HCOM:XNAS) | $28.92 | 336.4876M |
| Global Eagle Entertainment, Inc.(ENT:XNAS) | $2.47 | 224.3826M |
| Elephant Talk Communications, Inc.(ETAK:XASE) | $2.66 | 148.1620M |
| CenturyLink, Inc.(CTL:XNYS) | $21.38 | 23.0612B |
| Cogent Communications Holdings Inc(CCOI:XNAS) | $50.65 | 2.3524B |
Wireless Peer Group:
| Stock Name (Symbol) | Last Price | Market Cap |
| United States Cellular Corporation(USM:XNYS) | $42.83 | 3.6834B |
| Telefonica Deutschland Holding AG(TELDF:OOTC) | $4.39 | 13.0583B |
| Telephone and Data Systems, Inc.(TDS:XNYS) | $30.00 | 3.3600B |
| T-Mobile US, Inc.(TMUS:XNAS) | $64.98 | 55.0527B |
| SBA Communications Corporation(SBAC:XNAS) | $156.10 | 17.9253B |
| SmarTone Telecommunications Holdings Limited Sponsored ADR(STTFY:OOTC) | $5.04 | 1.1302B |
| Sprint Corp.(S:XNYS) | $6.03 | 24.1924B |
| pdvWireless, Inc.(PDVW:XNAS) | $32.30 | 467.9511M |
| ORBCOMM Inc.(ORBC:XNAS) | $10.93 | 858.6937M |
| NII Holdings Inc(NIHD:XNAS) | $5.38 | 540.4533M |
| ICTC Group, Inc.(ICTG:OOTC) | $63.25 | 24.2332M |
| Inmarsat plc Unsponsored ADR(IMASY:OOTC) | $7.09 | 3.2443B |
| Intelsat S.A.(I:XNYS) | $24.21 | 3.3095B |
| Iridium Communications Inc.(IRDM:XNAS) | $19.85 | 2.1984B |
| Globalstar, Inc.(GSAT:XASE) | $0.52 | 661.8719M |
| Far Eastone Telecommunications Co., Ltd. Sponsored GDR RegS(FETLF:OOTC) | $39.01 | 8.4742B |
| Cellcom Israel Ltd.(CEL:XNYS) | $5.71 | 576.9240M |
| America Movil SAB de CV Sponsored ADR Class L(AMX:XNYS) | $16.55 | 37.1561B |
| Spok Holdings, Inc.(SPOK:XNAS) | $15.40 | 299.8726M |
| Gogo Inc.(GOGO:XNAS) | $4.26 | 372.1165M |
The next step is to analyze each industry to determine which one(s) I want to look at. That will be in Part 2 b) tomorrow.
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