https://www.youtube.com/watch?v=NwkqsLrl0Lg
In the telecom and media business, publically-traded companies and politicians largely side with one another along sector and party lines, says Senior Policy Telecom analyst Paul Glenchur.
- Republicans favor network providers like Comcast (CMSA), Charter (CHTR), AT&T (T) and Verizon (V)
- Democrats favor Silicon Valley types like Google (GOOG), Facebook (FB) and Netflix (NFLX).
Glenchur covers a number of issues underappreciated by investors including:
- Will the Supreme Court hear an appeal on net neutrality rules which will affect companies like Comcast, Charter, AT&T, Verizon
- Considerations for wireless network providers and their 5G Network build-out
- Whether the Obama administration’s toughness on approving mergers & acquisitions will continue into the next administration
Glenchur also weighs in on why he thinks, under a Clinton administration, Congress would move to appoint Merrick Garland to the Supreme Court.
Click here to watch the full video “Clinton vs. Trump: How Election 2016 Will Impact Financial Markets.”