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

It has been a year since we started some of our model portfolios. Each model portfolio consists of the top 25 stocks top ranked with its criteria. How did the model portfolios do? What worked and what didn’t? What are we doing differently this year?

Performance Review

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).

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.

...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.