Disney’s ESPN Streaming Service Surpasses One Million Subscribers

Disney’s ESPN Streaming Service Surpasses One Million Subscribers

Over the last several quarters, one of the few blemishes to be had with Disney has been ESPN as chord cutters moved away from the sports programming behemoth. While it took some time for Disney to get its digital offering together, which included some headcount pruning and other cost-saving measures, this past April it launched […]

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Facebook’s Watch get the international treatment and amps the content arms race

Facebook’s Watch get the international treatment and amps the content arms race

Over the last few quarters, we’ve seen a growing number of streaming content services come to market to challenge the success had by Netflix and to a lesser extent Amazon’s Prime Video. And the new entrants are from over given the pending launch of Disney’s Disney Play, AT&T/Time Warner’s DC Universe, Walmart’s Vudu and of […]

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Nokia win with T-Mobile solidifies 5G infrastructure spending outlook

Nokia win with T-Mobile solidifies 5G infrastructure spending outlook

So far this earnings season we’ve heard positive comments for the outlook for 5G network spending, particularly in the US. That’s the forward view, but the for actual spending in 2Q 2018 was a little different as Digital Infrastructure companies that sell 5G components to mobile carriers didn’t deliver robust growth. As we’ve seen before, network […]

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AT&T explains our Digital Lifestyle investing theme

AT&T explains our Digital Lifestyle investing theme

Straight from the horse’s mouth, AT&T CEO Randall Stephenson explains the value of the AT&T-Time Warner marriage echoing the reasons why we recently combined our Connected Society, Content is King and Cashless Consumption investing themes to form the Digital Lifestyle one. All we can say is great job Randall, you’re going somewhere kid!   We’ve […]

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Weekly Issue: Trade Meetings and Earnings Reshape Market Outlook

Weekly Issue: Trade Meetings and Earnings Reshape Market Outlook

This week we are in the throes of an earnings season and trade meetings that could shape the market outlook for stocks in the back half of 2018. Those same drivers will have the market trade day-to-day in the very near-term. We discuss that as well as share updates on Dycom (DY), Nokia (NOK), AXT Inc. (AXTI), Farmland Partners (FPI), Paccar (PCAR) and United Parcel Service (UPS).

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With new antennas, Qualcomm signals 5G smartphones are coming “soon”

With new antennas, Qualcomm signals 5G smartphones are coming “soon”

We’re also looking for confirming data points for our investment themes, especially those that are poised to disrupt existing business models. In the case of 5G mobile technology, one of the meaningful questions is when we will see commercial deployments of both 5G networks and 5G devices. After all, a 5G network is pretty hard […]

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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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