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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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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Putting Some Defensive Measures in Place Ahead of Tuesday’s Trump Speech

Putting Some Defensive Measures in Place Ahead of Tuesday’s Trump Speech

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.

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Time Warner Shareholders Say “Yes” to AT&T

Time Warner Shareholders Say “Yes” to AT&T

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.

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