Amazon shares some Prime Day results, Bullish 5G comments from Ericsson

Amazon shares some Prime Day results, Bullish 5G comments from Ericsson

As the dust settles on Prime Day 2018, Amazon (AMZN) shares some positive data points that bode well for our United Parcel Service (UPS) shares, while Ericsson offers reaffirming comments on 5G that solidify our view on Dycom (DY), AXT (AXTI) and Nokia (NOK) shares.

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AT&T and Time Warner launch WatchTV, with new unlimited data plans

AT&T and Time Warner launch WatchTV, with new unlimited data plans

The dust has barely settled on the legal ruling that is paving the way for AT&T (T) to combine with Time Warner (TWX), and we are alread hearing of new products and services to stem from this combination. No surprise as we are seeing a blurring between mobile networks and devices, social media and content […]

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Positioning for the post AT&T-Time Warner ruling

Positioning for the post AT&T-Time Warner ruling

A court ruling this week that paves the way for an AT&T-Time Warner combination will redraw the lines for how content and content delivery are paired together, redrawing the competitive landscape and more than likely setting off an M&A frenzy. We’re taking steps to prepare for just that.

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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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