SocialPicks Sentiment:
** v.s.
other stocks
|
This Quarter's Sentiment:
|
|
|
SocialPicks Community
Comcast Corp. Special
CMCSK
|
|
|
-24.32%
in
486 days
<> 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 Most Weighted Portfolio did best in 2006, gained more than 22% without including the dividends. This portfolio consists of the 25 stocks with the highest combined weightings. There is only 1 loser among the 25 stocks, which is Progressive Insurance (PGR). The top performers are Comcast ( CMCSK ) and Sear...
|
Bullish on CMCSK ...
CMCSK
|
|
|
-19.49%
in
668 days
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...
|
Comcast in Barron's (Again)
CMCSK
-40.03%
in
795 days
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...
|
Comcast
CMCSK
-46.04%
in
244 days
(closed on 09/24/07)
...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 -- ...
|
From the Blogosphere
Sprint (NYSE:S): Colour on recent chatter - Avian Securities
|
|
|
<>Avian Securites comments on recent Sprint (NYSE:S) chatter:
Sprint is up today on rumors that the company is close to selling its iDEN (Nextel push-to-talk) platform. This, coupled with the proposed WiMAX venture with Clearwire (CLWR), would leave Sprint with its core CDMA platform. Our checks suggest that there are several parties that would be interested in acquiring Sprint's core CDMA platform, including Deutsche Telekom/T-Mobile (DT), Comcast (CMCSK), and Carlos Slim (American Movil, AMX). We are hearing that Sprint may be close to a deal with the U.S. Government wherby the Government wo...
|
Comcast investors talking buybacks, dividends
<>I'd certainly like to see Comcast repurchase shares. (I own the Special Class A shares trading under the symbol CMCSK on NASDAQ.) Bloomberg is running a report that shareholders are talking about the company doing buybacks and paying dividends:
<><>In October, Comcastincreased a stock buyback program by $7 billion, bringing thetotal to as much as $8.2 billion. It set no time period forspending that sum. Comcast has repurchased $9.2 billion in stocksince 2003. Comcast should buy more, said Jordan Posner, seniorportfolio manager at New York-based Matrix Asset Advisors Inc.,which owns 2.2 million ...
|
Institutional shareholder unhappy with Comcast -- more yet to step forward?
Barron's Online runs this story about one of Comcast's institutional shareholders wanting change at the very top of the company: One of Comcast's largest institutional
shareholders, Chieftain Capital, is urging the company to get rid of
CEO Brian Roberts, return more cash to shareholders in buybacks or
dividends, and scrap the cable giant's dual-class voting structure,
which gives effective control to the Roberts family despite its
ownership of just 1% of Comcast stock. <><>In a Jan. 14 letter to the company, Chieftain calledthe Roberts' stewardship of Comcast a "Comcastrophe" over the pastdecade...
|
Eveillard Buys Comcast
Among the reasons my stock picks on the whole had a lousy year is that it was a tough year for media-related stocks. One of those includes Comcast (I own the Class A Special shares trading under symbol CMCSK on the NASDAQ). Bloomberg is running a story on Comcast going from a growth play to a value play. It discusses Jean-Marie Eveillard buying the stock: <><> Comcast "is not going to disappear,'' said Eveillard, whoseFirst Eagle has returned 15 percent annually in the past decade,third out of 620 global funds that invest in both stocks andbonds, according to Morningstar Inc. "There's a major c...
|
|
ROCK-STAR INVESTORS
|
|
POPULAR STOCKS
|
|
TODAY'S HEADLINES
|
|
TODAY'S TOP PICKS
|
|
|
| StreetInsider.com on CMCSK |
Visit streetinsider.com
Be the first to start a discussion and earn 2 points.
More Resources
|
About Comcast Corp. Special
- Answers.com
