Comcast Corp. (CMCSA)

Loading...
Symbols:
Authors:

All Comments on CMCSA

  • commenter
    jturano7423
    Jun 21 09:04 AM
    Jim Cramer's Mad Money Lightning Round Picks, 6/14/07 [view article]
    I'm curious if Jim Cramer reads Motely Fool and yesterdays article about NSTK.
    Last summer rodman&renshaw and Needham made astounding forecasts for NSTK and 10 months later the stock is down 40%.
    Motely points out how inaccurate they are. I guess no one is perfect including Cramer too.
    Next quarterly earnings report is a disaster but maybe Jim Cramer can make it look good.
    He should have been a Plastic Surgeon, he is quite good at it.
    And the rumor of a buyout is the laugh of the year. It's going to more like an auction because no one would want a company with a past performance or current performance like nstk.
    SEE WHERE THE PRICE WILL BE AT THE END OF DECEMBER 2007 BECAUSE ALL THE INVESTMENT PERIODICALS CAN'T BE WRONG ABOUT 'NSTK'.     Reply
  • commenter
    mbur18
    Jun 18 11:35 AM
    Riding the Bull by Writing Puts on Large-Caps - Barron's [view article]
    By selling a put instead of buying the share you do sacrifice the upside potential, but your risk is actually a bit less than buying the shares. Say KO is trading at 52: if you sell a 50 put for $1 and the stock falls to 45 at expiration, you're down $400 net. If you bought at 52, you'd be down $700. Reply
  • commenter
    jturano7423
    Jun 18 07:34 AM
    Jim Cramer's Mad Money Lightning Round Picks, 6/14/07 [view article]
    June 18th, 2007
    Mr.Cramer look at 'nstk' vs 'bmrn' statistics of each company
    sales,debt,return on equity,gross margins,money in the bank,QTLY GROWTH
    Now look at pipelines bmrn has quite a pipeline
    now look at price $11.95nstk vs $13.95bmrn
    look at 5 year -10 year chart, bmrn has always done better and is consistent
    Now if you touted 'BMRN' AS MUCH AS YOU TOUTED NSTK I COULD UNDERSTAND.
    SECONDLY, INVESTORS WOULD HAVE THE ODDS IN THEIR FAVOR AND WITH A PROBABILITY OF BMRN HITTING A TARGET PRICE OF $24 DOLLARS WOULD MAKE YOU A HERO AND PUT YOU BACK ON TRACK OF SELECTING A
    WINNING STOCK VS. AN INSANE STOCK LIKE 'NSTK' AND TOUTING IT 15X'S TO DATE!
    JIM CRAMER'WAKE UP!     Reply
  • commenter
    Josh Stern
    Jun 17 08:17 PM
    Riding the Bull by Writing Puts on Large-Caps - Barron's [view article]
    The writing puts strategy makes sense only in the following situation: 1) you want to own the stock anyway, 2) your are short term neutral on the outlook for the stock or the market, and 3) you think current implied volatility on the options is too high. If the amount of shares you are writing puts on is equal to the number you would otherwise buy, then the strategy isn't really any riskier than a long position - you can always buy the put back just as you could always sell the long and the maximum possible loss is the same.

    What I find embarrasing is the idea that a fund manager would mention this in Barron's as their strongest investment idea. In that case, they should really think about returning their cash to their shareholders.     Reply
  • commenter
    NO DooDahs
    Jun 17 07:20 PM
    My Website
    Riding the Bull by Writing Puts on Large-Caps - Barron's [view article]
    Let's just assume that someone bullish and 100% long takes this "advice" from the "gurus" at Barron's, and sells some $50 puts on KO. If things go really wrong, and KO falls to $45, then for every single put contract they sold, they'd have to buy 100 shares of KO for $5000 when those shares were trading for $4500. So either you're stuck with ponying up all the money and keeping the shares, which will be underwater, or you have to pony up $500 in cash for each contract's loss.

    And what's the upside? You get to keep the premium you sold the puts for.

    It's hard not to cuss at an idea that is this stupid. Limited upside, unlimited risk. Makes me glad I don't subscribe to Barron's.

    Here's an idea: if you're bullish, BUY. Buy shares or buy calls or buy futures. Limited downside and unlimited upside.     Reply
  • commenter
    k_denninger
    Jun 17 05:23 PM
    Riding the Bull by Writing Puts on Large-Caps - Barron's [view article]
    Quality stocks for which you overpaid, perhaps dramatically, if things don't go your way.

    Somehow that doesn't sound so great.     Reply
  • commenter
    jturano7423
    Jun 15 08:11 AM
    Jim Cramer's Mad Money Lightning Round Picks, 6/14/07 [view article]
    June 15th, 2007
    Miriam Metzinger or Jim Cramer
    IS THIS STOCK "NSTK" ALL THE PROMISE OF BEING A TRUE FUTURE SUCCESS STORY REALLY?
    I FIND IT HARD TO BELIEVE THAT SINCE THIS PARTICULAR COMPANY HASN'T ACCOMPLISHED MUCH THESE PAST 24 YEARS TO DATE, SPORTING DISMAL
    EARNINGS THE PAST 5 YEARS AND THE REST OF THIS YEAR, AND LAST BUT NOT LEAST A POOR-46% RETURN ON EQUITY, LOW SALES, POOR EARNINGS, A MINUS IN THEIR BANK ACCOUNT AND BEING OVER FINANCED, A COMPANY
    THAT WILL BE A STORY BOOK ENDING.
    FOCUSING AND TOUTING THIS COMPANY WITH CONSISTENCY FOR 10 WEEKS
    BY CRAMER IS RED FLAG TO ME, ESPECIALLY WHEN THERE ARE A HALF DOZEN STOCKS AT ALMOST ONE-THIRD THE PRICE OF NSTK THAT HAVE GREATER POTENTIAL OF APPRECIATION AND BETTER NUMBERS TO MATCH!
    CRAMER HAS DONE MORE FOR THIS COMPANY IN 10 WEEKS THAN 'NSTK'S'
    PUBLIC RELATIONS DEPARTMENT!
    I GUESS ALL THE INVESTMENT PERIODICALS THAT ARE WELL KNOWN IN THE INDUSTRY MUST BE ALL 100% WRONG ABOUT 'NSTK' AND JIM'S RIGHT!     Reply
  • commenter
    commchf
    May 29 09:20 PM
    Memo To Cablecos: Fixed Line Is Dead [view article]
    Sprint is deploying wimax, and wimax doesn't have bandwidth limitations that can't be easily fixed. If VZ gets a 4g strategy they can begin to compete....tick tock. Reply
  • commenter
    five whys
    May 01 04:51 PM
    My Website
    Comcast and Cable Stocks: Pressured By Apple? [view article]
    just heard a podcast on broadband trends..

    Industry analyst expect that FIOS TV + DSL together, telecom carriers are expected to take over cable cos. in terms of growth in 2008..

    telephonyonline.com/in.../     Reply
  • commenter
    five whys
    Apr 30 05:54 PM
    My Website
    Comcast and Cable Stocks: Pressured By Apple? [view article]
    just to follow up on my comment on Saturday - Verizon has been adding 2250 FIOS TV customer per business day in Q1 per NY Times / Reuters
    www.nytimes.com/reuter...;oref=slogin     Reply
  • commenter
    five whys
    Apr 28 07:28 PM
    My Website
    Comcast and Cable Stocks: Pressured By Apple? [view article]
    there is Apple TV.. and there is Verizon FIOS and there is YouTube.. the list goes on.

    Comcast had a pretty good growth in last two years thanks to its well foresighted investment in the infrastructure.. its infrastructure advantage is now being challenged - its just the begining of next war for telephony and entertainment pipe at home.. VZ has head start in FIOS and AT&T is coming up right after to get the phone & TV customers..     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 27 01:20 PM
    My Website
    Comcast Q1 2007 Earnings Call Transcript [view article]
    four12,
    Thanks for pointing out the typos. We've made your suggested changes.
    If you find anything else that needs correcting please let us know.
    SA Editors     Reply
  • commenter
    four12
    Apr 26 01:27 PM
    Comcast Q1 2007 Earnings Call Transcript [view article]
    a few typos in the transcript: "SIM" should be "CIM (Comcast Interactive Media)" and the site referred to is "Ziddio" not "Video" in Steve Burke's comments Reply
  • commenter
    rhodope
    Apr 25 10:33 PM
    AT&T Takes Lead Over Comcast In Broadband Battle [view article]
    Wow. that was informative. Reply
  • commenter
    billb
    Apr 25 11:02 AM
    My Website
    AT&T Takes Lead Over Comcast In Broadband Battle [view article]
    Is this really an apples to apples comparison? AT&T just acquired Bellsouth which is a giant chunk of DSL "subs". I think there are far more cable companies than phone companies. So is AT&T truly gaining market share, in other words, are more people signing up for DSL than cable? I doubt it, but would be very interested in hearing the numbers from that perspective and not so much from M&A. Reply

Trading Center