Topic Archives: Comcast (CMCSA)

Perhaps the most glaring reminder of the current investor mindset is that the new exchange approved by the SEC a couple years ago, the Long Term Stock Exchange (LTSE), designed to help build long-term relationships between companies and their investors, has just now formally gone live with its first two listed companies at launch, Twilio […]

This pitch from Keith Schaefer started running several months ago, but we’ve had questions pop up every now and then about it… and just recently, he has jumped on November 12 as the key date to urge investors to action (both buying the stock and, naturally, subscribing to his Oil & Gas Investments Bulletin). So […]

These are my notes and instant reactions from a presentation at the Value Investing Congress, the notes below might contain errors, paraphrases, incorrect quotes, or misinterpretations. Michael Kao’s presentation is titled “Multiple ZONES of Optionality” — which sounds conceptually a little bit similar to his “asymmetric investing” pitch from the Spring Congress in Las Vegas. […]

Comments

  • Covered that one here: https://www.stockgumshoe.com/reviews/george-gilder-report/checking-out-gilders-will-this-weird-de...

  • I have owned T since 2009 and I will definitely add more here on this latest pullback. They are positioning themselves t...

  • The notion that I've "panned" Fox or the Trump Organization is silly, did you actually read what I wrote? I'm not criti...

  • If you're referring to the article, I don't think any of that was gratuitous or snarky or anti-Trump -- it was an exampl...

  • $AMBA,$MZOR: Stocks to watch next week sa $CMCSA: Comcast Has What AT&$ T Wants tasc KASH keshi6 gib zkcub 72 von...

  • Heard they are Internet providers coming to the USA to beat out competition like Comcast, Verizon Etc I believe they’...

  • I have been watching and reading about you for the past two or three years when your were going to come out in June, the...

  • It's all in your perspective -- Cablevision and MSG/MSGN have risen quite dramatically in value over the long term, and ...

  • DreamWorks Animation jumps 18% on $3B Comcast M&A reports http://seekingalpha.com/news/3176308-dreamworks-animation-jum...

  • I'm a Schaefer subscriber. He reviewed the Crius qtr this morning. The solar installations are going to be the source ...

  • This connection system sounds a lot like AT&T U-Verse. My neighborhood [Dallas, TX] has U-Verse and Comcast. The f...

  • It looks like Comcast is partnering with NRG. http://www.energychoicematters.com/stories/20140122i.html...

  • Shush! I am having my quality time with Kelly Evans. Clad in red, I might add. (Long ComCast. Really.)...

  • Where is the value added? I pay 0.07240/Kwh for Generation and Transmission in Berks County PA. Met-Ed is the Transmis...

  • Here in TX we have about a million "mom and pop" energy servicers. Some have great deals for promotion, particularly in...

  • I wasn't going to get into this as sometimes these cable discussions can take a life of its own and get nasty. But I was...

  • There are a lot of invalid assumptions here. To deliver high quality video and audio to your TV does not take as much ba...

  • SOMETHING TO THINK ABOUT... COMCAST MAYBE LOOKED AS A MONOPOLY WITH ALL IT'S MERGING AND TAKING OVER THE CABLE COMPANY P...

  • I have been waiting for NuCable since I heard about it more than two years past. I go and look for what I can find. Wh...

  • I'd love to see Apple develop a system (and negotiate for space), relying on "broadcasting" from WiFi towers …. NO MOR...

  • with the advantage of hindsight, you can clearly see that all 3 of those companies have done well... doubled and more ov...

  • Net neutrality, opinions? I am for the FCC decision. I wrote my congressman, signed petitions, etc. I don't trust gove...

  • Alan: both NBC and CNBC are owned by Comcast (a large cable company). So there is an affiliation between CNBC and NBC....

  • Sure, buy Comcast if you have no problem aligning yourself with pure evil. I, myself, would never buy stock in companies...

  • good grief, this international investor owns both Verizon and Comcast but does not own Telefonica de Espana, TEF. I thi...

  • Forgive me if this is apparent it sounds as if a tune-up may be in order. Computer Tune up Windows 7 I’m usi...

  • Thanks Bob. It looks like the buy is for DISH Networks, since Artemis and Rearden are not public companies yet. I shall...

  • Attention all Gumshoe addicts…new column coming. Admit it….you can’t keep yourself away (neither can I). Myron tel...

  • Attention all Gumshoe addicts…new column coming. Admit it….you can’t keep yourself away (neither can I). Myron tel...

  • Attention all Gumshoe addicts...new column coming. Admit it....you can't keep yourself away (neither can I). Myron tells...

  • I cancelled out of Comcast cable also and opted for an antennae. Local channels plus a lot of older programming such as...

  • I live in the suburbs where FiOs and AT&T U-verse are blocked at the county line. I suspect that's the case in many...

  • Hi Vivian, Hold on to TW --or Comcast if it goes that way--as long as you can. We've had FiOS for 2.5 years now and se...

  • we are being barraged with offers here in Manhattan for Verizon, going head to head with the cable firms by offering som...

  • Aereo is uninvestible until the legal issues are sorted out. If the legal issues allow them to operate they will be mod...

  • This is as hilarious as it is uninformed. There is no doubt that cable companies benefit from rights of way and access ...

  • Not only are they "not" right...they are dead wrong... i am retired from the programming industry Its a fundamental...

  • I don't know if I would invest in these three content providers, or whether I would drop money on companies like Comcast...

  • who is hillary kramer refering to My #1 Smartphone Play This game-changer is underestimated, under the radar and wil...

  • A new technical innovation isn't really on the radar yet as far as competition for CDNs is concerned... and it would req...

  • Comcast and your other friendly infrastructure giants are throttling streams already, and they will probably start charg...

  • We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.

    More Info