|Day Low/High||53.78 / 54.74|
|52 Wk Low/High||40.97 / 61.80|
Comcast has announced the introduction of a XClassTV -- a smart television offering. If it wasn't such a small investment for the company, I would probably dump the shares, which I only recently purchased. To me, this project is doomed at birth.
NFLX reports its third quarter financial performance after the close of business tomorrow (Tuesday) afternoon.
Netflix's surprise hit is attracting the eyes of viewers and investors alike.
I covered my short for a push. And I just added to my Nov $434 call short at $13.14. I also added small to my long.
I have returned to Comcast - buying a small amount at $52.32. The shares are back into my buy zone after weakness following the latest EPS report.
This portfolio has returned 305.6% since its inception in 2007.
* VIAC trades at only $40/share compared to a 'sum of the parts' value of $75/share * Viacom's operating results in 2022-23 will likely exceed consensus expectations * With a 12-month downside of only about -$3/share and upside of at least +$25/shar...
My largest position is Viacom . Despite my analysis that a deal with Comcast is increasingly likely (albeit in late 2022/early 2023), my Gnome, high above the Alps, has been hearing that a large technology company (I'm guessing Apple , Google or A...
As recently discussed, my expectation is that ultimately Comcast is the groom to bride ViacomCBS But, also as forecast, this would likely a late 2022/early 2023 event. VIAC is quite a valuable media franchise, but given these expectations - combi...
* I continue to be of the view that in a setting of accelerating industry consolidation, Viacom/CBS is an extraordinarily valuable media franchise * This week's announcement of a European streaming deal between Comcast and Viacom may very well incre...
I just sold my short dated ViacomCBS calls into the ramp today. I am not a fan of directional call buying and felt uncomfortable paying the relatively large premium. It is my continued view that a technology company will ultimately buy ViacomCBS and...
Comcast is expected to provide double-digit returns.
Are traders and investors confused? Possibly. Was that the intent? No, but I think Jerome Powell is fine with that.
Circling back to my comment on earnings expectations for the second half of 2021, next week we will see a more than 250% jump week over week for the number of earnings reports coming at us. That's right, just under 1,000 of companies are slated to r...
Here's how I would play NFLX -- without too much drama -- as it's set to report next week.
Let's look at DIS and how it fits into the 'Content Is King' investing theme.
There's one name I would consider adding back to full on any coming weakness.
The worst example? Netflix. Competition has ended the Golden Years for this streamer.
Because unlike almost any other companies in the world, they get the benefit of the doubt, and they deserve it.
This trade is essentially a stock replacement strategy.
CMCSA has a pretty good look on the daily and weekly chart.
Everyone gets frightened. Everyone fears the water moccasin when hip deep in the swamp. Everyone fears what they cannot see, and what they do not understand.
As promised, here's my short list of corporate earnings reports to watch next week: Monday, January 25: Xilinx . Tuesday, January 26: American Express ; Raytheon Technologies ; Verizon ; F5 Networks ; Microsoft ; Starbucks . Wednesday, January 27: ...
Top investment ideas from seven of CFRA Research's equity analysts.
We ceded control of our lives to the tech giants long ago. But I won't let it happen in my portfolio in 2021.