September 10, 20150Comments

Survive the Market Storm With This Telecom Stock

Telecom and wireless operators are often cited as following the same path as traditional television providers, e.g. Comcast (CMCSA) and Time Warner Cable (TWC), which many believe are being replaced by newer, streaming providers like Netflix (NFLX), Amazon (AMZN), or Google’s (GOOGL) YouTube. This negative view has created an investing opportunity in one of the best companies the telecom industry has to offer.

by Kyle Guske II, Senior Investment Analyst, MBA

May 29, 20151Comments

David Trainer Explains the Right Way to Analyze an Acquisition

In this extended podcast, CEO David Trainer will discuss the right way to analyze the Time Warner Cable and Charter Communications deal and determine whether or not an acquisition creates value.

by Kyle Guske II, Senior Investment Analyst, MBA

May 28, 20151Comments

Weekly Webinar 5/27: A Forensic Analysis of Acquisitions

CEO David Trainer will show the right way to analyze the Time Warner Cable and Charter Communications deal and determine whether or not an acquisition creates value.

by Kyle Guske II, Senior Investment Analyst, MBA

May 20, 20140Comments

Winners and Losers In AT&T’s Acquisition of DirecTV

After a few weeks of rumors, on Sunday AT&T (T) confirmed its $95/share offer for DirecTV (DTV). The deal will be part stock and part cash, and is expected to close within 12 months if the deal meets regulatory approval.

by David Trainer, Founder & CEO

February 27, 20140Comments

Danger Zone: Comcast (CMCSA)

The Time Warner deal is a smokescreen for the fact that Comcast faces many problems to which it does not have an answer. The market already understands that CMCSA has overpaid, which is why the stock is down 5% since the acquisition was announced. And the price will drop further as the market catches on to the larger competitive issues that Comcast faces.

by David Trainer, Founder & CEO