About 10 days ago I called AT&T wireless to ask why my family plan was about $100 more a month than current offerings from Sprint (S) and T-Mobile (TMUS). This was after I saw my data usage …
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U.S. Telecom Service providers are deemed defensive from an investment standpoint due to their utility/consumer staple status, their lack of exposure to currency swings given their reliance on U.S. consumers, and lastly their commitment to …
Continue readingEvent: T-Mobile (TMUS) will report Q4 results tomorrow before the open. The options market is implying about a 5.5% one day move, which is rich to the 4 qtr average one day move of about …
Continue readingWarren Buffett’s Berkshire Hathaway (BRK/B) is in the news this morning, as he is “Buying American” (as he likes to say) with his $37 billion acquisition of industrial nuts and bolts maker Precision Castparts (PCP), …
Continue readingBack in early August (original post below), I initiated a long position in AT&T with the thought that their generally poor Q2 results were reflective of an increasingly competitive mobile landscape, and that the iPhone …
Continue readingZillow is a stock that we have not understood for most of its 500% gains from its December 2012 lows. We surely understand momentum, and this stock has had that. We definitely understand why valuation does …
Continue readingFor a sleepy stock, AT&T (T) has had an active past few weeks, trading in a nearly 10% range: The stock broke out to new 52 week highs late last month when Winstream (telco provider) …
Continue readingLightest options volume of the year, with even SPY options trading only about 60% of average volumes. The single stock options market was dominated by names involved in M&A activity. 1. T – Stock has stalled …
Continue readingYesterday AT&T (T) confirmed their rumored mega-deal to buy DirecTV (DTV), from Bloomberg: AT&T will pay $95 for each share of DirecTV, split between $28.50 in cash and the equivalent of $66.50 in stock, the …
Continue readingComcast’s bid for Time Warner Cable has led to a war of words in the TV industry. The tie up of two of the largest U.S. cable providers has led to antitrust concerns. It has …
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