WEEKLY ISSUE: Adding back a specialty contractor to Select List

WEEKLY ISSUE: Adding back a specialty contractor to Select List

As the market flip flops on trade negotiations with China and North Korea, we are adding back a specialty contractor that is poised to prosper from the pending 5G network buildout. We also share why we’re sticking with Applied Materials shares and dig through LendingClub shares as part of our Cash-strapped Consumer investing theme.

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WEEKLY ISSUE: The Shakeout from Market Volatility on the Select List

WEEKLY ISSUE: The Shakeout from Market Volatility on the Select List

The recent reset for domestic stocks following a rapid ascent over the last few month has removed some of the froth from the market. Of course, as valuations levels have drifted back to earth from the rare air they recently inhabited there are opportunities this new market dynamic bring, but there have also been several casualties.

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T-Mobile stokes the 5G race, targeting nationwide coverage by 2020 

T-Mobile stokes the 5G race, targeting nationwide coverage by 2020 

  Earlier today it was reported that at the Morgan Stanley European Technology, Media, and Telecoms Conference in Barcelona, T-Mobile USA’s (TMUS) Chief Technology Officer Neville Ray said T-Mobile would roll out its 5G network in the U.S. by 2020. This builds on the recent news that AT&T (T) would bring its 5G Evolution service […]

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Intel’s 5G showcase should have cable companies quaking in their boots

Intel’s 5G showcase should have cable companies quaking in their boots

On this week’s Cocktail Investing Podcast, Tematica’s Chris Versace and Lenore Hawkins do a deep dive on our Connected Society investing theme and discuss the coming creative destruction to be had with 5G wireless technology. Carriers like AT&T (T) and Verizon (VZ) are beta-ing 5G networks and commercial deployments are expected to begin in a […]

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Washington’s Attack on Online Advertising Revenues Disguised as Tax Reform

Washington’s Attack on Online Advertising Revenues Disguised as Tax Reform

Investors in some of the high-flying stocks like Facebook and Alphabet that have driven the Nasdaq Composite Index more than 17 percent higher year to date should ponder what an advertising tax could mean to revenues and EPS expectations

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Amazon Alexa’s New Calling and Messaging Skill a Nail in the Landline Coffin

Traditional landline telephone service has been going the way of the Dodo bird as chord cutters look to slash communication costs and rely increasingly on their smartphones. With the latest software update, one can call or message any contact that has Amazon’s free Alexa app on their phone, an Echo or Echo Dot provided they have […]

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Previewing AT&T (T) Earnings and Watching Capital Spending Levels for Dycom (DY)

Previewing AT&T (T) Earnings and Watching Capital Spending Levels for Dycom (DY)

A preview of what we’re looking for in AT&T’s upcoming earnings announcements at the cross-section of the Connected Society and Content is King, while also looking for confirming data points to support our Dycom (DY) position

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AT&T  to build Safety & Security centric US-wide public safety network 

AT&T  to build Safety & Security centric US-wide public safety network 

A very solid reminder that there are several aspects to our Safety & Security investing theme beyond cyber security that investors can capitalize on. Just saying… AT&T has won a lucrative contract to build and manage a nationwide public safety network for America’s police, firefighters, and emergency medical services. The First Responder Network Authority, or FirstNet, was […]

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