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« on: December 02, 2013, 12:10:30 am »
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For example, Verizon and Sprint are both now selling the Apple iPhone following the expiration of AT exclusivity deal. The iPhone was a huge source of growth for AT over the last four years, and now that exclusivity advantage has ended. For example, AT believes the Telecommunications Act of 1996 (Telecom Act) is outdated and imposes unfair regulations on AT that newer competitors are not subject to (see page 41 of the 2012 Annual Report for additional details).
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Also up for consideration is petrochemical giant Valero Energy Corporation (VLO). Grisanti currently has a 343,855 share stake in Valero worth about $15.6 million at the time of the 13F filing. This is a significant rise from the prior quarter when only 116,875 Valero shares were held.
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