Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

AT&T (NYSE: T)

Market Insanity

AT&T makes money and Loses Customers

AT&T lost 34,000 broadband subscribers in 2nd Quarter 2019. AT&T’s business is shrinking before our eyes even though it bought Time Warner in 2018.

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The Death Spiral

Yes, Television is Dead, and Is DISH Network making Money?

Ergen wants out of subscription television, because he understands TV is dead. I think Charlie believes traditional television will soon no longer attract enough subscribers to be a profitable business.

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Market Insanity

Cord Cutting is not Hurting Cable & Satellite Providers

It looks as if pay TV’s customer base is slowly disappearing but the strange thing is the industry seems to be making more money than ever. Financial data provided by ycharts indicates that cord cutting is not hurting revenues, cash flow and income at Pay TV providers.

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Long IdeasStocks

AT&T High Speed Internet Is good for Business

Fiber would be serious competition for AT&T if it ever rolls out because Alphabet (NASDAQ: GOOG) wants to bring the service to some of the cities where AT&T offers U-verse. A list of cities for possible Fiber rollout includes Raleigh, Charlotte, Chicago and Los Angeles, all areas were U-verse is available. Fiber already competes directly against U-verse in Austin and Kansas City, and it will be rolled out in San Francisco and San Antonio, where AT&T operates.

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Crazy StocksLong IdeasStocks

Is this the End of the Line for Cablevision?

Therefore, cable companies will continue to generate float and remain a decent value investment for some time to come. If you are looking for a fairly safe and cheap way to cash in on the digital entertainment revolution, cable could be it. Cablevision and Comcast, in particular, look undervalued.

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