Monthly Archives: October 2016

A Case for Time Warner and AT&T

Posted on October 31, 2016 by flpbaruchnewsletter

When it comes to these large deals, beyond the excitement of the original deal planning and execution, the drama is not over even after the price has been agreed on.When it comes to mega-mergers like AT&T purchasing Time Warner, there … Continue reading →

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China Indicates Worrying Pivot

Posted on October 31, 2016 by flpbaruchnewsletter

Last year, many investors saw a large slowdown occur within many emerging markets focusing on commodity exports. As China’s economy grew at a lesser clip, obviously their demand for foreign materials and basic goods did too. The worry was originally … Continue reading →

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Qualcomm to Acquire NXP Semiconductors for $39 Billion

Posted on October 31, 2016 by flpbaruchnewsletter

Topping last year’s $37 billion Broadcom and Aviago deal, the Qualcomm and NXP Semiconductors deal will be the largest merger in the semiconductor industry at $39 billion; Qualcomm and NXP officially announced this agreement on Thursday, October 27th. This tender … Continue reading →

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U.S. Durable Goods Orders Fall in September

Posted on October 31, 2016 by flpbaruchnewsletter

In September, orders for core capital goods—hard goods such as appliances or sporting goods that last at least 3 years—faced an unexpected decline of 0.1% to $227.3 billion. Data read slightly below a consensus forecast of a 0.1% increase, with … Continue reading →

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Inflation Fuels Bond Selloff

Posted on October 31, 2016 by flpbaruchnewsletter

Developed country bond prices tumbled this past Thursday amid newfound worries over inflation rattling global markets. Yields skyrocketed across the globe to levels not seen since the Brexit vote. U.S 10 year treasuries surged to 1.843% Thursday, the highest the … Continue reading →

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GDP Growth Accelerated to 2.9%

Posted on October 31, 2016 by flpbaruchnewsletter

Gross domestic product increased at a 2.9% inflation-adjusted annual rate in the third quarter of 2016. The better than forecast numbers have eased investor fears of dwindling economic expansion. It was the strongest reading in two years, and followed three … Continue reading →

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Amazon Profits Takes Hit as Costs Surge

Posted on October 30, 2016 by flpbaruchnewsletter

Although Amazon’s Q3 net income and revenue numbers have increased significantly year over year, their profit figure came in far below analyst expectations of 79 cents a share as their retail operating expenses swallowed almost the entirety of its income. … Continue reading →

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Twitter Cuts Workforce and Discontinues Vine

Posted on October 30, 2016 by flpbaruchnewsletter

Although Twitter managed to beat analysts’ expectations, their revenues have continued to experience slow growth, causing the company to redirect their focus for 2017 in an effort to regain traction in the fast moving world of social media and deliver … Continue reading →

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AT&T to Buy Time Warner for $85.4bn

Posted on October 23, 2016 by flpbaruchnewsletter

On Saturday, October 22nd, AT&T Inc. agreed to buy Time Warner Inc. for $107.50 a share in a half-cash, half-stock deal. AT&T is paying a ~20% premium over Time Warner’s closing price of $89.48 on Friday, which already surged from … Continue reading →

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U.S. Existing-Home Sales Rebound

Posted on October 23, 2016 by flpbaruchnewsletter

Last month’s home sales data signalized stabilization in the U.S. housing sector; sales of previously owned homes rose 3.2% from August to a seasonally adjusted annual rate of 5.47 million in September, according to the National Association of Realtors. This … Continue reading →

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