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It's clear that mission aircraft are becoming more and more a part of our daily lives; from our daily weather forecast to our morning traffic update, mission aircraft shape our daily routine. Mission aircraft provide the basic and obvious information we need to 'jump-start' our day and help us make…
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In a world full of mergers, acquisitions and industry changes, one of the next natural waves of M&A, or at least partnerships, would seem to be older cable television companies and the wireless industry. The only question is: Which TV providers, and which wireless carriers? There are many players, large…
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The recent acquisition of DirecTV (DTV) by AT&T (T) may be a game changer. It has the potential to completely redefine the entire Pay TV space. It turns the pressure up on every competitor including Comcast (CMCSA) , Time Warner Cable (TWC) , Charter (CHTR) , Cox, Verizon FiOS (VZ)…
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This week I would like to tackle an issue that has long been overdue and is close to my heart. With the recent killing of Cecil the iconic lion in Africa, I would like to address the issue of global poaching. For those of you who might have missed out…
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Few investors know the small cap companies that operate behind the scenes when they make a call with their cell phone providers. Inteliquent is one of those companies, and at a $750m valuation, it’s clearly headed to a $1B valuation, as the stock rallied 25% today on the deal. The…
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Larry and Sergey put Sundar Pichai in the CEO role as they roll up all Google related product lines into a parent company called Alphabet. Those of you who have followed the story over the last few years know that Pichai was in the running with Satya Nadella for the…
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The Sprint Corp ($S) turnaround looks like it has begun. Sprint surprised the marketplace last week and exceeded expectations with their quarterly report. So what does the future look like for Sprint and the larger wireless industry? Customers, workers, partners and investors look at companies to see whether they are…
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NTG Clarity Networks Inc. ($TSXV:NCI) is a global provider of telecom and IT infrastructure. The company is based in Canada and has operations in the United States, the Middle East and North Africa. NTG Clarity has seen explosive growth in recent years, tripling its top-line since 2012. The solid top…
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Walt Disney Co (DIS) has had an incredible year. Disney’s film division is more robust than ever and its parks are boasting record attendance, both of which contributed to a 5.1% increase in third quarter revenue year-over-year, to $13.1 billion. Best of all, Disney still has their wildly anticipated Star…
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There are three kinds of companies: transformative, innovative and stuck in the mud...and the differences between each are astounding. Innovative companies improve every year, but transformative companies create and expand new business segments. AT&T Inc. (T) and Google, Inc. (GOOG) are two transformative companies, and they are becoming competitors, which…
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Netflix, Inc. ($NFLX) revenue and stock price are driven by subscriptions The key is to conquer the biggest markets: China and India The option of advertisements could add a new revenue stream Netflix recently announced its second quarter results. Though the company missed revenue estimates, better than expected earnings per…
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Ooma had its IPO last week and as we all know, things didn’t go so well. Ooma ($OOMA) is a leader in the IP or VoIP space, so let’s discuss the space in general, the problem, and Ooma in particular to see what went wrong and what the future may…
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