AT&T

  • 11 Jan
    Investing In Telecoms – Sven Shows You What To Look For

    Investing In Telecoms – Sven Shows You What To Look For

    • Today, we’ll discuss whether or not the top 10 global telecoms are value traps or if they are value investments.
    • There’s a lot going on in the sector, from 5G to the internet of things.
    • The lowest risk higher reward investment strategy might not come from the biggest companies in the field.



    Introduction

    I’m constantly coming across stocks from the telecom sector that have a low valuation and a strong dividend. Today, we’ll discuss whether or not there is value or if the whole sector is a value trap. More →

  • 04 Aug
    Think The Biggest Companies Of The S&P 500 Will Outperform? History Says Otherwise

    Think The Biggest Companies Of The S&P 500 Will Outperform? History Says Otherwise

    • The strongest companies in the S&P 500 may look invincible now, but history shows us this won’t last forever.
    • None of the companies in the S&P 500’s 1980 top 10 are still there now.
    • Top 10 S&P 500 companies largely underperform the S&P 500 in the long term.

    Introduction

    Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), and Johnson & Johnson (NYSE: JNJ) are the 5 largest holdings of the S&P 500 accounting for 11.74% of the index. The other 495 companies account for 88.26% of the S&P 500 which is a pretty strong imbalance, but that’s how the S&P 500 is formed. Its weightings are based on market capitalization. The bigger the market capitalization, the bigger the weighting in the index. More →

  • 28 Oct
    Is Merger Arbitrage A Good Bet For The AT&T – Time Warner Deal?

    Is Merger Arbitrage A Good Bet For The AT&T – Time Warner Deal?

    • With merger arbitrage, the biggest risk is always that the deal may not go through.
    • The market is currently giving the AT&T – Time Warner deal a 40% chance of success.
    • We’ll share some merger arbitrage insights from Warren Buffett.

    Introduction

    The announcement of the AT&T (NYSE: T) acquisition of Time Warner (NYSE: TWX) in an $85 billion cash and stock deal, was the big topic on the market this week.

    This and other merger and acquisition deals offer the opportunity to make a buck on merger arbitrage. We’ll explain how merger arbitrage is done, what can be gained from it, and what the risks are. More →

  • 29 Jul
    Corporate Earnings of the S&P 500’s Top 10: Why It Is Important for You

    Corporate Earnings of the S&P 500’s Top 10: Why It Is Important for You

    • Corporate earnings and fundamentals are variable, pick the stocks that best suit you.
    • There are low PE ratio stocks, high growth stocks, and high dividend yielders – anything you might want.
    • But be aware: some companies engage in buybacks that are detrimental to shareholders’ value.

    Introduction

    When you add up the top ten companies by weight, they account for 17.7% of the total weight of the S&P 500. For investors who are heavily invested in the S&P 500, following the earnings of its top ten companies is essential in order to understand the risks and rewards of being invested in the index. In this article we are going to assess the current market situation by looking at what has been going on with the 10 biggest companies in the S&P 500 index. More →