Stock Picks – August 13, 2018

Stock pick

I believe one of the best deals currently is AT&T (NYSE:T 30.52 +0.03 +0.10%). When something thinks of AT&T they typically think of a telecommunication company, which sells cell phone service, telephone lines, fiber connections, perhaps satellite TV (DirecTV), cable TV, and over the top TV (DirecTV Now and Watch TV). In other words AT&T is a content connector. They connect you to content.

And this assessment of AT&;T would be right, if this was still May. In June, AT&T morphed from being a content connector into being a content connector AND a content provider with the purchase of Time Warner (known post merger as Warner Media). AT&T now owns power house brands such as HBO, Cinemax, Turner Broadcasting (TBS, TNT, CNN, Turner Classic Movies, Cartoon Network, Bloomberg, and TruTV) , Warner Brothers (one of the big 6 film studios), DC Entertainment/ DC Comics, and much more. They operate NBA.com and NBA TV, NCAA.com, PGATour.com, PGA.com, and much more.

Check out this list of assets now owned and controlled by AT&T.

This merger now makes AT&T the 5th largest company in the United States, and one of the largest in the world. However, Wall Street, while knowing about the merger doesn’t seem to understand what AT&T just did and the moat they just created. For a quick exercise look up T on the stock brokerage of your choice and read the company profile. There is basically no mention of the WarnerMedia subsidiary. Basically Wall Street is comparing them to Verizon (VZ 56.63 +0.58 +1.03%), Centurylink (CTL 20.97 +0.39 +1.90%), etc, when really they are a combination of Verizon and Disney (DIS 115.18 -0.92 -0.79%).

AT&T closed slightly down on Friday to $32.26 a share. They are down -15.6% over the last 52-weeks, and nearly at their 52-week low. They are slightly above their 90-day moving average ($31.87) and below their 200-day moving average ($34.11).

AT&T pays an amazing dividend of $2 per year (current yield 6.17%), which they have continuously paying (and increasing) for the past 34-years!
This is the second time I am choosing T as a MikesStockPick. I previously purchased shares for $31.07 in July and for $31.965 in August.

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Stock Picks – July 26, 2018

Stock Pick # 1

I recently purchased shares of MongoDB Inc ((MDB 79.69 -1.22 -1.51%). MongoDB Inc was originally founded in 2007 and is the developer of the MongoDB database. I use MongoDB in some of the technology that I sell and service and their popularity continues to grow. They are still a small company but growing fast, having basically doubled year to date in 2018 and I believe this growth is not slowing down, but will continue for many years. I paid $57.54 a share.

Stock Pick # 2

Yesterday I purchased shares of Beasley Broadcast Group Inc (BBGI 6.61 -0.26 -3.71%), a large radio station ownership group. They were originally founded in 1961 and have been publicly traded since 2000. Beasley owns and operates 65 stations in 13 radio markets, including Las Vegas (where they have 5 radio stations). Their stock has recently fallen on news that one of their major shareholders was selling a bunch of stock, below what the market price was at the time, to help fund the purchase of a new radio station. Investors seemed worried that the stock would get diluted with a new offering, but it was as not a new offering this seemed to be a case of market over reaction. I purchased it for $6.90 per share.

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Emergency Power for Amateur Radio

I published this article earlier today on the Southern Nevada MARA Website.  I am cross posting it here as well.

I recently added a battery backup for my ham radio station.  I am using a mobile rig as my base station.  On the right is a picture of my setup.  It features:

Any questions on my setup?
What kind of power backup do you have for your radio rig?

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Michael H. Cox, CCNA

CCNA

Its official! I passed 640-816 ICND2 exam today so I am now officially a Cisco Certified Network Associate, more commonly called CCNA.  This was a hard exam.  I started working on ICND1 back in April or May.  Before then, I had never really worked on a Cisco device.  As I mentioned on my July 5 blog post “Oh Cisco“, I have wanted to work with Cisco devices for years, but never had.  I have started installing some Cisco gear at work.  I think the key to passing was the Cisco Notes that I typed up and posted here.  A great way to study a topic.  I printed these up and studied them at the testing center why I was waiting to sign in.

I will not be posting Cisco Notes as often as I have over the last few days, but if I find something worth while, I will post it.  In a year or so, I will be working to get my CCNA Security and will definitely start posting again then.

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OSPF notes

This is part of the Cisco Notes series on Mike’s World News.

Open Shortest Path First (OSPF) is a Link State Routing protocol.

It is a Classless protocol, so it supports Variable Length Subnet Masks (VLSM) and CIDR.

OSPF does not use Split Horizon nor does it use Auto Summarization.

It uses Dijkstra SPF algorithm.

Uses Multicast address 224.0.0.5 for updates (as well as 224.0.0.6).

Continue reading

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RIP v1 and RIP v2 notes

This is part of the Cisco Notes series on Mike’s World News.

There are 2 versions of RIP that IPv4 networks can use as a Routing Protocol, namely RIP version 1 and RIP version 2.

Both RIP v1 and v2 are Distance Vector protocols.  This means that the way they advertise routes is based on how far away in the routers are from each other.  If, for example, to get from Router 1 to Router 4, there are are ways two get there, both RIP v1 and v2 will count how many routers are each way and go the way with the fewest routers. This is referred to as a Hop Count.

See image below:
In this example, Router 1 can communicate with Router 4 either by talking to the router directly (1 Hop), or by talking to Router 2. then 3, and then finally 4 (3 Hops).  RIP v1 and RIP v2, regardless of the speeds  of the connections will always go from Router 1 to Router 4.

Every 30-seconds, the full routing table is sent to all other routers.  RIP v1 does this as a broadcast (255.255.255.255) and RIP v2 does this as a multicast to 224.0.0.9.

The Administrative Distance of RIP is 120.

RIP will load balance equal cost links.  So, in the example above, traffic from Router 1 to Router 3 will be load balanced, with half going via Router 2 and half going via Router 4.  By default, it will load balance up to 4 paths.

RIP uses Split Horizon, which prevents a Router update across the same interface that received it.

By default, RIP wil use Auto Summerization.

RIP v1 is a Classful Routing Protocol.  It does not, therefore, support Variably Length Subnet Masks (VLSM) or CIDR.

RIP v2 does support both VLSM and CIDR.

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Frame-Relay Notes

This is part of the Cisco Notes series on Mike’s World News.

Frame Relay is a Common WAN protocol which exists at layer 2 only, therefore frames are transmitted. The frames are a variable sized.

can transmit upto 1.54 mb.

Your router is the DTE. They receive the clocking speed from the DCE, inside the frame-relay cloud.
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CIDR Notes

This is part of the Cisco Notes series on Mike’s World News.

This post refers to the Subnet Cheat Sheet published earlier today and is some notes about CIDR and subnetting.

CIDR stands for Classless Inter-Domain Routing and is what replaced the Old Class A, B, and C networks. It is an abbreviation of sorts for the subnet mask. Rather than writing something like:

IP Address of 192.168.2.5 with a subnet mask of 255.255.255.0
you can write:
192.168.2.5/24.
Continue reading

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