Seeking Alpha
  • James Sands
    $CMCSA shifting further to content ownership.
    2/12/13
    Reply (10)
    • Philip Saglimbeni: what are your thoughts on the company James?
      2/12/13
    • James Sands: I have not had the chance to do a thorough review. I knew this was coming. I want to understand the distribution infrastructure better.
      2/12/13
    • James Sands: Also, it is a little out of my focus from a market cap perspective. Ideally I get into companies under $10 billion, with some exceptions..
      2/12/13
    • James Sands: $DISCA and $SAP
      2/12/13
    • Philip Saglimbeni: Yea I'm not too familiar with it either but it got a nice pop and when you said 'content ownership' that interested me
      2/12/13
    • Philip Saglimbeni: Be nice to hear your thoughts on it if/when you research it fully
      2/12/13
    • James Sands: Well, they just acquired the remaining 49% minority interest from GE for NBC Universal so that's what I was referring to...
      2/12/13
    • James Sands: So they now have 100% of NBCU's Cable, Broadcast TV, etc. http://1.usa.gov/XHUhvY A quick look 10-K has the content breakdown
      2/12/13
    • Philip Saglimbeni: interesting, company has some nice sales growth, EPS is a little hit or miss but as a content play it just got a little better
      2/12/13
    • Philip Saglimbeni: correction, looks like sales are slowing not EPS
      2/12/13