| Prev Close | 42.84 |
| Open | 42.71 |
| Day Low/High | 41.93 / 42.95 |
| 52 Wk Low/High | 39.47 / 61.80 |
| Volume | 22.92M |
Comcast Corporation Class A (CMCSA)
42.15
0.69
1.60
NASDAQ
| Exchange | NASDAQ |
| Shares Outstanding | 4480.02B |
| Market Cap | 187.58B |
| P/E Ratio | 21.83 |
| Div & Yield | N.A. (N.A) |
The Good, the Bad and the Ugly, Trading Meta Platforms, What's Down Teladoc?
Wednesday's session was dominated by traders, algorithmic traders for sure, but traders nonetheless. The PMs mostly sat on their hands.
Say No to ROKU
Yesterday I highlighted the "profitless prosperity" I see in the streaming video business - and why I would avoid being long the space. I am, however, short . The shares are materially below my cost basis, so I would wait for a rally before you co...
Fed Thoughts, The Statement, The Presser, Trading ServiceNow and Lam Research
The market is done handing out participation trophies, at least for now. You likely won't do well just showing up and playing the game.
The Spotlight Flickers for Netflix
NFLX may be able to maintain its prime position, but its crown appears not as safe as it once was.
Here's Why Netflix Is a Trader Now, Not an Investment
NFLX is growing, but it's not a 'growth' stock and had been priced like one. That's over.
The Most (Mr.) Wonderful Time of the Year for Dividend Income
The top-10 holdings of Kevin O'Leary's O'Shares FTSE U.S. Quality Dividend ETF are an interesting source of quality dividend growth stocks.
DNA, VZ and CMCSA
I have covered my DNA short under $12 for a small profit. And I'm no longer holding Verizon or Comcast as the correction is creating more attractive longs.
In the Space Race Between UFO and ARKX, One ETF Flies Closer to the Stars
For a fund that purports to provide exposure to the space economy much of the ETF's return profile points to names a lot closer to earth.
The Probability of a ViacomCBS Sale Likely Has Risen
* In my view, the rising expenses associated with VIAC's streaming initiatives move the company one step closer to being acquired ViacomCBS achieved in-line to stronger results relative to expectations across all its business lines in the third qua...
The Worms Turns, O Bank of Canada, Flattening Curve, Ford on Fire, Apple, Amazon
We had almost forgotten that sometimes Mr. Market can still land a ham-sized fist squarely upon that beaming smile of yours.
Comcast Beats
Comcast , a new purchase, comfortably beat on top and bottom line. More later.
Goldman on Wireless and Cable
Interesting comments from Goldman Sachs on teleco/cable: "....for a space where positioning and valuations are near/at local lows, Wireless stocks couldn't hold their gains last week (T & VZ) as the sector continues to trade with a 'glass half empt...
Should It Be Called Ex-ClassTV?
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.
Here's the Safest Way to Get Long Netflix Ahead of Earnings
NFLX reports its third quarter financial performance after the close of business tomorrow (Tuesday) afternoon.
Is Squid Game Success a Buy Signal for Netflix?
Netflix's surprise hit is attracting the eyes of viewers and investors alike.
BAC, SPY, CMCSA
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.
Back to CMCSA
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.
Dow Theory's Top 15 Utilities Portfolio
This portfolio has returned 305.6% since its inception in 2007.
My Stock of the Year for 2022 (By Far!) Is ViacomCBS
* 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...
The Reward vs. Risk In Viacom Is Very Attractive
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...
Reducing ViacomCBS
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...
A Viacom Acquisition May Be Delayed Until Late 2022
* 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...
Discretion Is the Better Part of Valor
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...
This Media Giant Should Keep the Dividends 'Streaming' In
Comcast is expected to provide double-digit returns.
What the Fed Said and Did, Robinhood IPO, Trading Ford, Facebook and ServiceNow
Are traders and investors confused? Possibly. Was that the intent? No, but I think Jerome Powell is fine with that.
Next Week's Earnings and Expectations for the Second Half of 2021
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...
Netflix's Story Is Unfolding With Many Twists and Turns
Here's how I would play NFLX -- without too much drama -- as it's set to report next week.
Keep Income 'Streaming' in With Disney, Other Entertainment Names
Let's look at DIS and how it fits into the 'Content Is King' investing theme.
Palo Alto Networks Kickstarts a Fresh Uptrend
PANW is back. Here are the levels to watch.
