Comcast

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ISIN: US20030N1019

Ticker: CMCSA

US20030N1019

CMCSA

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Discussão sobre CMCSA

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Carles

@Carles

2Semana·

Porfolio changes

Exiting $LEN (+0,12%)

Despite its strong performance in recent years and attractive valuation, I've decided to exit $LEN (+0,12%) due to disappointing guidance and backlog figures. Additionally, I've grown less confident in the US residential sector as a whole. While its dividend remains appealing, I no longer see this sector aligning with my investment strategy.

Exiting $IFX (-0,99%)

$IFX (-0,99%) is heavily tied to the automotive industry, which I believe has uncertain prospects at the moment. While its valuation and dividend are still solid, I feel the industry's current challenges could weigh on $IFX’s performance. Given the lack of expected growth in the near term, I'm stepping out for now.

Exiting $CMCSA (-0,52%)

I'm not particularly confident in the deals$CMCSA (-0,52%) is making or the overall growth trajectory of its business. While theme parks may perform well, the company’s broader operations seem to be growing too slowly for the goals I have for my portfolio. As a result, I've decided to move on.

Buying $POWL (-0,18%)

I'm adding $POWL (-0,18%) to my portfolio due to its excellent momentum. This industrial company has strong growth in recent years and promising prospects, especially with its links to AI. I believe it still has significant room to grow in the short, medium, and long term. I felt like I had a "buy the dip" oportunity and I took it.

Buying $CCL (+0,27%)

$CCL (+0,27%) is another momentum play, and I’m focusing on companies that were heavily impacted by Covid but have yet to fully recover. Despite higher debt levels compared to pre-Covid years, $CCL is showing strong revenue and EPS growth, even surpassing pre-pandemic levels. I see considerable upside potential here.

Buying $MFC (+0,44%)

To diversify my portfolio, I'm investing in $MFC (+0,44%) , a growing insurance company with solid prospects in Asia. It boasts a strong balance sheet, an attractive dividend, and a fair valuation, making it a well-rounded addition to my portfolio.

~ Michael 💎 🏅

@Michael-official

2Mês·

Netflix
$NFLX (-0,22%) and Comcast
$CMCSA (-0,52%) have extended their existing license agreement.

As part of the new agreement, Netflix will also receive the exclusive US rights to live-action films from Universal Pictures and Focus Features - "no later than eight months" after their theatrical release, according to Variety.

iPierpa

@iPierpa

4Mês·

$CMCSA (-0,52%) Sottovalutata del 35% - Fair value 54$ 🟢 DivYield 3,11% - Payout Ratio 31,79%

Hennington Research

@HennRes

5Mês·

What we can expect from tomorrow:

Monday:

SAP ($SAP (-0,33%)) Verizon, Communications ($VZ (+0,49%)) Ryanair Holdings ($RYAAY),
Truist Financial ($TFC (+0,28%)) report figures

Tuesday:

Existing property sales (June)
Alphabet ($GOOGL (+0,46%)), Tesla ($TSLA (+0,15%)), Visa ($V (+0,39%)), Coca-Cola ($KO (+0,23%)), GE Aerospace ($GE (-0,15%)), Comcast ($CMCSA (-0,52%)), United Parcel Service ($UPS (+0,7%)) report figures

Wednesday:

S&P Global Flash Composite U.S. PMI (July)
New real estate sales (June)
Advance International Trade (June)
Advance retail inventories (June)
Advance wholesale stocks (June)
Thermo Fisher Scientific ($TMO), IBM ($IBM (+0,05%)), ServiceNow ($NOW (-0,16%)), AT&T ($T (+1,04%)) report figures

Thursday:

Gross Domestic Product (GDP) (Q2)
Durable goods orders (June)
FigVie ($ABBV (+0,15%)), AstraZeneca ($AZN (+1,4%)), Union Pacific Corp ($UNP (+0,01%)), Unilever ($UL (+0,46%)), Honeywell International ($HON (+0,89%)) - report figures

Friday:

Personal Consumption Expenditure (PCE) Index (June)
Consumer Sentiment (July)
Bristol Myers Squibb ($BMY (+0,26%)), Colgate-Palmolive ($CL (+0,53%)), 3M ($MMM (-0,84%)) report figures

3 Comentários

Hennington Research@HennRes

5Mês

In the picture: The Burgtheater in Vienna, founded in 1776, is one of the most renowned theaters in the German-speaking world. It is located on the Ringstrasse. The building, designed by Karl Friedrich Schinkel, was opened in 1888 and is an important architectural landmark. The Burgtheater has a long tradition and is one of the most important cultural institutions in Austria.

•

Memo0606

@Memo0606

6Mês·

hey guys if you would make a ranking how would it turn out top 3

16 Comentários

6Mês

Normal potatoes on the 1 🥔

•

Ver todas as 3 restantes respostas

~ Michael 💎 🏅

@Michael-official

6Mês·

$CMCSA (-0,52%) The US telecommunications group Comcast has announced that it has signed an agreement with Starlink from SpaceX has signed an agreement.

This is intended to provide satellite-based connectivity to business customers in regions with limited network access.

Comcast provides broadband to 2.5 million business customers in the USA.

1 Comentar

Gerit@Gerit

6Mês

Perhaps we will soon have reasonable network access in Germany 🫢

••

Hennington Research

@HennRes

7Mês·

Disney ($DIS (-0,85%) ) and Comcast ($CMCSA (-0,52%) ) are in final negotiations on the valuation of Hulualthough the two companies have very different estimates. Disney values Hulu at 27.5 billion US dollarswhile Comcast increased the value to over 40 billion US dollars estimates.

Both companies have their valuations RBC Capital ($RY (-0,01%) ). However, differences in the valuation process have caused the talks to stall, raising the possibility of a legal proceedings increased.

Hulu has 50 million subscribers and is central to Disney's direct-to-consumer strategy and was recently integrated into the Disney+ app. Disney aims to achieve profitability in the streaming segment by the end of the streaming segment while Comcast its focus on its own streaming service Peacock service.

Negotiations continue as both sides await RBC Capital's independent valuation to resolve the ownership dispute to settle the ownership dispute.

Hennington Research

@HennRes

11Mês·

The most important results for the coming week:

Monday

Brown & Brown ($BRO (+0,37%) ) and Logitech International SA ($LOGN (-0,18%) ) publish their quarterly results.

Tuesday

Johnson & Johnson ($JNJ (+0,29%) ), Procter & Gamble ($PG (+0,14%) ), Netflix ($NFLX (-0,22%) ), Verizon Communications ($VZ (+0,49%) ), United Airlines ($UAL (-0,4%) ), General Electric ($GE (-0,15%) ) and 3M ($MMM (-0,84%) ) announce their quarterly results will be announced.

Wednesday

Tesla ($TSLA (+0,15%) ), IBM ($IBM (+0,05%) ), AT&T ($T (+1,04%) ) and Progressive ($PGR (-1,86%) ) report their quarterly results. S&P publishes the preliminary U.S. Services PMI (January). S&P publishes the preliminary U.S. Manufacturing PMI (January).

Thursday

Visa ($V (+0,39%) ), Intel ($INTC (+0,06%) ), T-Mobile ($TMUS (+1,01%) ) and Comcast Corp ($CMCSA (-0,52%) ) present their quarterly results results. Initial jobless claims (week ending January 20). US GDP. New home sales (December).

Friday

American Express ($AXP (+0,62%) ), Colgate-Palmolive ($CL (+0,53%) ) and Norfolk Southern Corp ($NSC (+0%) ) publish their quarterly results. Sale of "floating homes" (December). Price index for personal consumption expenditures (PCE).