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 […]read more »
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) positionread more »
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 […]read more »
Ahead of President Trump’s speech to a joint session of Congress tomorrow night, we are putting some defensive measures into play for the Tematica Select List, which should preserve some of our year-to-date gains should the market get a case of indigestion.read more »
As we noted yesterday, Time Warner (TWX) shareholders met yesterday to decide on the $86 billion merger with AT&T (T). As expected Time Warner shareholder approved the proposed merger and coming out of that meeting, Time Warner anticipates the transaction closing before the end of 2017.read more »
The race to replace broadcast TV with streaming services has become even more competitive with Hulu tossing it’s hat in the ring alongside the soon to be launched DirecTV Now from AT&T that is likely to benefit from the announced Time Warner acquisition. To drive viewers, it’s all about the content and increasingly proprietary content […]read more »
AT&T has been all over the news the last several days, and the news flow continues today when fresh from yesterday’s conference call to discuss the merger with Time Warner, CEO Randall Stephenson shared its soon to launch DirecTV Now video streaming service will cost $35 per month. Details were rather sparse and we expect […]read more »
If you’re like us here at Tematica then you’ve been enjoying the Olympic coverage and yes, we too don’t understand the green water in the diving well. Better not to ask!
While we’ve enjoyed the games, we’ve also seen a signifiant move in the Under Armour calls as well.
Yesterday, we added calls to the Tematica Pro Select List soon after the market open on a Back to School angle. Just an hour after the market opened, the calls started to climb higher and at the close of trading yesterday, the calls reached 1.00, up more than 65 percent.read more »
In last week’s Tematica Pro we added two call option plays for the Back to School shopping season, both of which closed last night essentially unchanged from where we added them last week. As you may recall, clothing and accessories, as well as footwear are expected to be in high demand this Back to School season, and those positions offer us ample exposure.read more »