The next minute its good. Oils bad. Sell, sell, sell. Wait. Oils good. Buy, buy, buy. Housing is horrendous. The house of pain. Wait a second. Housing is fabulous. Transports are awful. Or maybe theyre terrific. Hallelujah perhaps we should dispense with these sectorbased labels and Start Talking about individual managements, individual companies, and execution. This earnings season weve seen a remarkable divergence in individual sectors, more than weve seen in 25 years. We believe stocks in the sectors should trade in unison, were missing important opportunities to earn the stocks of companies that are deliberate. Rather than etfs meant to capture broadbased moves. Those arent working. Weve become so conditioned to playing certain trends with certain stocks that we forget sometimes the facts about the actual companies can get in the way of the stories. You know why that is . Its because the performance of management varies tremendously from company to company. Some guys get it while o
Oils bad. Sell, sell, sell. Wait. Oils food. Buy, buy, buy. Housing is horrendous. The house of pain. Wait a second. Housing is fabulous. Transports are awful. Or theyre theyre terrific. Hallelujah perhaps we should dispense with the sector based labels and Start Talking about individual managements, individual companies, and execution. This earnings season weve seen remarkable d remarkable divergence in individual sectors in 25 years. We believe stocks in the sectors should trade in unison, were missing important opportunities to earn the stocks of companies that are deliberate. Rather than etfs meant to capture broadbased moves. Those arent working. Weve become candidate to playing certain trends with certain stocks we forget sometimes the facts about the actual companies can get in the way of the stories. You know why that is . Its because the performance of management varies tremendously from company to company. Some guys get it. Others guys dont. Take the most glaring example, cat
Company s investment-led approach and connectivity momentum fuels Mobility service and broadband revenue growth
DALLAS, April 24, 2024 /PRNewswire/ AT&T Inc. reported first-quarter results.
/CNW/ AT&T Inc. (NYSE: T) delivered strong fourth-quarter and full-year results highlighted by profitable 5G and AT&T Fiber subscriber gains. As a result,.