Monday, October 19, 2026

🇨🇳 4:00 a.m. | GDP (Q3), Industrial Production & Retail Sales

🇺🇸 4:00 p.m. | NAHB Housing Market Index

Tuesday, October 20, 2026

🇨🇳 3:00 a.m. | Central Bank Interest Rate Decision (LPR)

🇪🇺 11:00 a.m. | ZEW Economic Sentiment Index

🇺🇸 2:30 p.m. | Building Permits & Housing Starts

🍿 10:00 p.m. | Netflix & SpaceX (Q3 Earnings)

Wednesday, October 21, 2026

🇬🇧 8:00 a.m. | Consumer Prices / Inflation Rate (Sep)

🇺🇸 4:30 p.m. | EIA Crude Oil Inventory Report

🚘 10:00 p.m. | Tesla & IBM (Q3 Earnings)

Thursday, October 22, 2026

✈️ 2:30 p.m. | American Airlines (Q3 earnings)

🇺🇸 2:30 p.m. | Initial Jobless Claims

🇪🇺 4:00 p.m. | Eurozone Consumer Confidence (preliminary)

Friday, October 23, 2026

🇯🇵 1:30 a.m. | Core inflation / Consumer prices (Sep)

🇩🇪 9:30 a.m. | S&P Global Purchasing Managers’ Index (PMI) for Manufacturing & Services (Preliminary)

🇪🇺 10:00 a.m. | S&P Global Purchasing Managers’ Index (PMI) for the Eurozone (preliminary)

🇺🇸 3:45 p.m. | S&P Global Purchasing Managers’ Index (PMI) U.S. (Preliminary)

🇫🇷 After market close | Moody’s rating review for France

$NFLX (+1,64%)
$AAL (-0,67%)
$IBM (+0,44%)
$TSLA (-1,99%)
$AXP (+1,67%)
$RTX (+0,81%)
$BE (-6,36%)
$LMT (-0,45%)
$NOKIA (-3,19%)
$ABT (+0,97%)
$NEE (+1,34%)
$CME (+1,72%)
$T (+1,44%)
$GM (+1,06%)
$MSCI (+2,59%)
$TMO (+0,72%)$CMCSA (+1,6%)

In the case of $CMCSA (+1,6%) I felt lost my
lost. 🥀

I’ve held the stock for over two years in my portfolio, hoping that they would rebound. But the weak/stagnant business outweighs the business that’s doing well.⚖️

My problem with Comcast is the massive loss of customers and also that it’s too much in one ... TV, internet, cable, broadband, streaming, media, theme parks, etc…

It’s hard to determine what Comcast actually is. That led ultimately to yet another spin-off in the near future. But I’m out.

As a telecommunications investor , I think you’re $DTE (-1,63%) . While Comcast’s numbers are flattening out, Deutsche Telekom’s numbers seem to be growing… 📶

Deutsche Telekom is also much more focused on expansion, whereas Comcast is strugglesto water . 🌊

That’s why I sold Comcast sold, the tax refund , and used the proceeds $DTE (-1,63%) and diversify the tax refund into the portfolio.📈

What do you think of Comcast or Deutsche Telekom?📱

Not investment advice!

Image created with AI :)

Comcast is on a
mission..

Meanwhile, I’m watching from the sidelines and paying my $CMCSA (+1,6%)
dividends for Netflix subscriptions 🤪

No, no—the reality is, I accumulate the dividends and reinvest them quarterly in larger amounts into specific stocks.

With Comcast , there was recently a spin-off. I sold all of the spin-off shares as soon as they hit my portfolio. TV isn’t my thing.

Comcast plans to split into a total of 3 companies ...:

Comcast: Internet, mobile communications, and everything related

NBCUniversal: Movies, streaming, theme parks, and everything related

Versant: TV networks and other challenges that come with them.

The spin-offs are happening for one reason: The market values the individual business units more highly than the group as a whole. Comcast wants to eliminate the so-called conglomerate discount and enable each company to focus entirely on its core business.

$CMCSA (+1,6%)

Hi, everyone

I'm thinking about $CMCSA (+1,6%) to my portfolio.

Not a lot, but around $1,250...

What do you think about buying it?

The numbers actually don’t look too bad, and as one of the really big players in the U.S., I also think it will weather any “difficulties” just fine.

Financially, they also have plenty of cash on hand to weather any rough patches.

Best regards, Stefan

P.S.: I’m not interested in the dividend, but rather in the stock market gains that will likely come soon.

$CMCSA (+1,6%)
jumps over +7% after earnings. Brief overview:

• Sales: approx. USD 30.1 billion (above expectations) 🟢
• Earnings per share: approx. USD 1.16 (above expectations) 🟢
• Broadband more stable than feared
• Cash flow remains strong
• Media business solid, Theme Parks strong

Positive: 📈

• Fewer customer losses in the internet business
• Strong free cash flows
• Stable operating development
• Peacock (streaming) continues to grow with around 2 million new subscribers in the quarter (approx. +6-7% growth), shows operational progress, but remains loss-making (Q2 2026 Peacock should become profitable for the first time)
• Better than expected overall performance

Negative: 📉

• Growth in broadband remains weak
• Structural pressure from competition (5G, fiber)
• TV business continues to decline
• Streaming remains cost-intensive

Outlook:

• moderate growth
• Stable cash flow
• Structural risks remain, but currently under control

Currently my position is negative... should the business + share price continue to stabilize, I will continue to invest in the future. Dividends >4% p.a. are solid and with strong growth. A very interesting stock for dividend investors.

Are you invested in Comcast?

A nice day with a nice dividend.

Do you receive dividends from $CMCSA? (+1,6%)

$DGE (+2,83%) ... the title "aristocrat" doesn't protect anyone. Had to reduce the consumer sector anyway. Instead $GPC (+0,84%)
$MDLZ (+1,14%) and $CMCSA (+1,6%)