Comments for CMCSA - Stockpickr! Your Source for Stock Ideas

Comments for CMCSA

Added By	Comments	Type	Date Added
barrons3	Is it too late to buy Comcast (CMCSA), 50% lower than it was two years ago, even as it is allowed to buy other cable companies and is generating more cash flow than ever?	Love	October 15, 2009
RhinoStocks	Comcast has been entering new territory in the last few years, and with newfound FCC scrutiny in the industry, investors should be taking notice as well.	Love	August 31, 2009
barrons3	"Next year, it looks like Cablevision will have $2.50 to $3 in free cash at the cable business," says Mark Boyar of Mark Boyar & Co., a New York investment manager. "I think Charles Dolan is setting himself up to sell the business when financing is available." The 82-year-old Dolan is the powerful founder and chairman of Cablevision. The Dolan family tried to take Cablevision private in 2007 at $36 a share, but shareholder opposition killed that plan. Boyar says Cablevision shareholders ultimately should get $36 or more for the entire company.	Love	August 02, 2009
barrons3	It's no wonder, given the prevailing sentiment, that media stocks collectively trade for less than half their 2007 peak, and that best-in-class outfits, such as Omnicom (OMC), Walt Disney (DIS), News Corp. (NWSA), the parent of Barron's publisher Dow Jones, and Comcast (CMCSA) are as cheap, based on earnings and cash flow, as they have been in two decades. Still, it is courageous to argue that traditional media largely control their destiny, that consumer eyeballs still have value and that businesses will continue spending money to reach those eyeballs, even if they spend in different, more targeted ways in the digital era.	Love	July 18, 2009
High Dividends	Distributed by MGM: How to Lose Friends & Alienate People	Love	February 08, 2009
sarah z	From a recent Mad Money show:"I think they're doing a good job, but I don't think the market will get on board. There is no great reason to own Comcast."	Love	January 28, 2009
barrons3	Pete Najarian is seeing unusual options action in Comcast (CMCSA). The volume in the Comcast Feb. $17.50 calls suggests to Najarian that this stock could soon go higher.	Love	January 14, 2009
sarah z	From a recent Mad Money show: "I think Comcast has bottomed and cable is starting to come back up. I think under $20 this one is a buy!"	Love	October 02, 2008
stockerblog	Jolie	Love	August 18, 2008
WSparks87	America loves TV. Welcome to the Digital Age	Love	July 07, 2008
barrons2	Finerman picked cable companies like Comcast (CMSCA) and Time Warner (TWX) as consumers watch more TV instead of going out	Love	May 29, 2008
dnhoudy	My biggest Loser	Hate	April 14, 2008
stockerblog	Superhero Movie	Love	March 31, 2008
plowboy28	dad also owns it	Love	March 20, 2008
sarah z	When a company announces plans to buy back its shares, it is important to check out the company's fundamentals and prospects. Comcast recently announced a just such a buyback, saying that said it would accelerate its current share buybacks and spend the $6.9 billion remaining in its current authorization by the end of 2009. A 54% jump in its net profit in the fourth quarter to $602 million, or 20 cents a share, recently beat Wall Street expectations. Sales climbed 14% to $8.01 billion. The company benefited from increased spending by customers on cable TV, as well as from acquisitions. The nation's largest cable operator has been facing pressure from shareholders demanding some return of cash. While the shares have tumbled about 35% in the past year, the company has been busy spending on acquisitions. Essentially succumbing to shareholder pressure, Comcast announced an annual dividend of 25 cents a share, beginning this spring. The dividend is the first in almost 10 years, but 1.4% dividend yield is still disappointing to some investors. CEO Brian Roberts allayed concerns over Comcast getting involved in another expensive acquisition and said the company was not looking at bidding for either Yahoo! or Sprint. While the economic slowdown would exert pressure on consumer spending, Comcast is protected to some extent. In several regions, it is the only cable TV provider. The company has been generating cash, and its free cash flow is projected to rise at least 20% from $2.3 billion last year. Comcast is also projecting 8%-10% growth in overall revenue. While this may seem good against the current economic environment, it is a slowdown compared to the company's previously achieved growth. Addressing the slowdown in consumer spending, Comcast plans to introduce a new lower speed, lower cost "economy broadband" package. Also, the company has announced that it will cut back on its capital expenses as a percent of total revenue. It is clear that it is now channeling some of its free cash flows to ensure investor returns. Comcast is a diversified company, which is a good thing, particularly in a recessionary economy, as it faces intensifying competition from phone and satellite TV companies and rising programming costs. However, I think the company will better take advantage of its wide distribution and introduce more content offerings that will help increase its revenue. With Comcast, we have an accelerated buyback, a dividend and a large jump in profits. Comcast is now appeasing some investors by returning some cash to shareholders. I think the company will better use the power of its distribution to introduce new revenue generating products.	Love	February 27, 2008
mmichali315	comcast is the devil	Hate	February 23, 2008
barrons2	Q: How about cable? A: Comcast [CMCSA] is another attractive stock. At the end of the road, you want to see how much free cash flow a company will generate. Now Comcast is perpetually talking about generating more free cash flow in the future than it is currently producing. I don't like that Comcast has two classes of stock. I admire that Loews has only has a single class of stock. There is a certain amount of abuse that can come into a company when there are two classes of stock. But Comcast is still attractive.	Love	February 16, 2008
Kurt Anders	Look for additional subscribers to get hooked on the new HD capable sets. This market is still extremely under-penetrated. I know they recently acquired insight communications in the midwest. This should be a catalyst.	Love	February 03, 2008
J Dahl	I hate paying for cable TV	Hate	January 18, 2008
wallsr2	Over priced	Hate	January 17, 2008
wwerob811	needs revision	Hate	January 08, 2008
stockerblog	The Great Debaters	Love	January 05, 2008
barrons2	Comcast, which now pays no dividend, could become a high-profile target for activist investors if the stock continues to languish.	Love	January 05, 2008
barrons2	down 36%	Love	December 22, 2007
bryanmartz	Over priced under delever	Hate	December 15, 2007
fiddlah	rip-off too much competition and their price recently reflects all of that	Hate	December 13, 2007
valuemac	cable has gotta come back sometime plus warren buffet owns it	Love	December 02, 2007
valuemac	cable has gotta come back sometime plus warren buffet owns it	Love	December 02, 2007
Travellingal	Warren Buffet purchased	Love	November 24, 2007
Kubera	Poor customer support and lots a of people hate them	Hate	November 20, 2007