Tag Archives: telecom

Earnings surprises impotent; Earnings shocks potent!

Evidence supports the notion that strategies targeting ‘earnings surprises’ are relatively impotent these days. I remember twenty years ago (long before these stats were tracked with near precision using quantitative techniques) it became abundantly clear to me that accurately predicting … Continue reading

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Scorecard for Stock Markets, Economy & Financial Press

This quote is from my new book (available in bookstores but might have to order it, or you can get it online at Amazon): “The stock market will begin rising even before the economy has reached the bottom. I’ve mentioned … Continue reading

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Telecom YES, Resources NO! Maverick investors take note!

This announcement caught many by surprise: LONDON/FRANKFURT, March 21 (Reuters) – Deutsche Telekom <DTEGn.DE> said it would focus on organic growth and return cash to shareholders after agreeing the sale of T-Mobile USA to AT&T <T.N> for $39 billion, lifting … Continue reading

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