Cuban Telecommunications
Source: http://feedproxy.google.com/~r/ElectionStocks/~3/orr0T6xeR7c/Posted on Friday, April 17th, 2009 | In Market Commentary, Politics & Your Money
American telecommunication companies have big opportunities to make some cash thanks to Obama’s eased stance on Cuba. Most importantly for our purposes, we can easily link specific stocks that would do very, very well with some Cuban business.
Persons under U.S. jurisdiction will be allowed to activate and pay U.S. or third-country service providers for telecommunications, satellite radio, or satellite TV services provided to individuals in Cuba, save for certain senior Communist Party and Cuban government officials. People will also, under a license exception, be able to export to Cuba communications devices such as mobile phone systems, computers, software, and satellite receivers.
Satellite radio is easy because we only have one significant company in that sector: Sirius XM Radio Inc. (SIRI). Our major satellite TV providers are Direct TV (DTV) and Dish Network (DISH). These are clear winners in this situation.
People have already been able to send cell phones and like technologies since the Bush administration legalized it in response to Raul Castro’s own eased restrictions. Because of this, it is unlikely to see a pop due to Obama’s new moves in that sector.
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 About Jeffrey Miller (http://www.oldprof.typepad.com)
Jeffrey A. Miller, Ph.D. is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. In 1987 Jeff began work for market makers at the Chicago Board Options Exchange. His approach included finding anomalies in the standard option pricing models and developing new forecasting techniques. Merging these quantitative techniques with specific company analysis, Jeff also generated trading ideas from sell-side analyst reports. Through his years of experience in trading options, futures and equities, Jeff has come to be regarded as an expert in interpreting the effect of news on the markets and individual stocks. Jeff has served as a forensic expert in several cases involving such issues. He has also written a series of papers on investment management, describing both quantitative methods and those related to behavioral economics. |
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