Comcast Corp. Special  (CMCSK) Trade Now »     Rate CMCSK  -  Discuss CMCSK  -  Add to Watch List        

The stock looks depressed now but has the ability to get back on track depending on several factors - customer service, bundled services, competing services. HD will be the one feature that separates cable from telcos . AT&T & Verizon can't pull off the trifecta if they lack in superior HD output on ALL TV SETS in the house - not one. And VOD will still be increasing (I'm biased on this since I'm involved in the programming of one of the channels).

Regarding Internet services - the much talked about wideband will blow away current speeds of broadband use. This will make video s

Eric Savitz writes a bullish piece on Comcast in this week's Barron's -- a month after the publication ran another positive piece by Jay Palmer. If you're not a Barron's subscriber, you can read a short Reuters report on the article for free .

Savitz quotes Craig Moffett, cable analyst at Bernstein Research, on how hard it is to recommend Comcast. The stock is down 16% this quarter, significantly underperforming both the broad market and industry sector. Moffett rates the company a buy. And I would buy it myself if I didn't already own it.

Comcast is actually one stock I b

...Of course, what I like most of all is that the stock has been a winner since being recommended here in November 2005 at $26.73 per share. The Class A Special stock I own closed Friday at $43.88.

All that said, as much as I like the company and its stock, I wouldn't buy it here. (In fact, regular readers know I sold 25% of my Comcast stake at $36.42 in September 2006.) That may be bad advice, but all I can do on this blog is tell you what I'm doing. The time to have bought Comcast was in 2005 when most passed on it because it was a mature cable operator. We could still see more upside --