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  • Novavax up 3.2% in late trade after animal study on infant immunization [View news story]
    yeah i agree...what the heck is going on technical wise??
    Sep 17, 2015. 11:59 AM | Likes Like |Link to Comment
  • 35 Bonds That Are Better Investments Than The Best Apple Inc. Bond [View article]
    does apple even have material debt coming due in the next 5 years
    Sep 10, 2015. 02:03 PM | Likes Like |Link to Comment
  • Apple's Plan To Destroy The Large Cable Bundle [View article]
    thats today... cord cutting is not actually a major factor for comcast

    if cord cutting becomes more prevelant they will adjust..

    why does anyone think they wont? why do you think they will sit there and take it on the chin? same for programmers
    Aug 31, 2015. 01:48 PM | Likes Like |Link to Comment
  • Apple's Plan To Destroy The Large Cable Bundle [View article]
    ISP's will simply make it economically unviable to go broadband only..

    its all connected.. programmers get HUGE margins from cable companies..

    the bundle is not driven by cable, its driven by programmers..

    wireless data caps make using wireless devices on carrier networks as your only tv source non viable..

    Live television is still a huge driver for cable bundles...

    Comcast and ISP"s are creating "everywhere" packages where everything they package is available everywhere..

    nobody is going to pay apple $30 if cancelling cable means they pay $40 more for broadband... nobody wants to get less and pay more..

    Apple TV is going to be a good product, maybe great...but it won't change this model... and fwiw, Comcast is already packaging leaner bundles, it will be interesting if they every release data on how that's doing..
    Aug 31, 2015. 09:33 AM | Likes Like |Link to Comment
  • Now's The REIT Time To Go Shopping For SWANs [View article]
    isnt the point that if the overall capital structure is strong or "safe", clipping a 5% coupon every year as opposed to a 4% coupon put the REIT on sale...

    although there is always risk, O, Veritas and other well capitalized REITS are unlikely to lower their distributions
    Aug 26, 2015. 08:48 AM | 2 Likes Like |Link to Comment
  • Comcast +1.2% as it reveals streaming plan, 2-gigabit pricing [View news story]
    $80 by next year if overall market holds up. Very little foreign exposure. Downside is protected by massive cash flow.
    Jul 13, 2015. 02:13 PM | 1 Like Like |Link to Comment
  • Court sets quick timetable for net neutrality challenges [View news story]
    yep.. useless, costly and lets add scary..

    the net neutrality "argument" is empty blather. the internet is not closed, its wide open... just because person A finds a service "essential" doesn't immediately give an overreaching government the basis to regulate it..just because a business with market power uses it for profit does not create some kind of moral imperative ..

    my favorite joke argument is that the ISP's will stifle innovation...have any of these people been on the internet in the last 5? 10? 20? years.

    another joke favorite is comparing small countries with dense population centers to the gigantic and sprawling US..they are not comparable
    and frankly whatever comparisons are being made, if the gov't was involved the comps would be much worse.

    it cost the ISP's $100's of billions (literally) to build this out...the essential service people talk about is $5 a day, regardless of the whining, the service is generally excellent and gets better over time... Comcast recently announced by next year they are GB or more...

    any regulation that slows them down will only come back to us with less service and more fees... and that's what the government wants, they get their piece and they get to leverage their power over comcast has no real power to limit content, its NOT in their interest!!!! but the gov't has the opposite interest and like the IRS which now routinely audits political foes, the gov't will use its power to regulate speech and commerce it deems a threat to whomever is currently in power

    wake up...this is an awful thing happening...

    btw..follow the money... Comcast is at $61...higher than before the recent pronouncements.. the market knows that this cost will be passed on to the consumer , and like everything it will get marked up...
    Jul 1, 2015. 10:40 AM | 2 Likes Like |Link to Comment
  • Alibaba to launch video streaming service [View news story]
    overstated maybe but ultimately BABA will get licenses that netflix will never growth is always difficult
    Jun 15, 2015. 08:27 AM | 1 Like Like |Link to Comment
  • Comcast continues customer-service revamp with new forums [View news story]
    I just had a problem with my digital cable, box. They were great.

    I took the box into their service center, they handed me a new one in 5 minutes and a guy came out 2 days later and worked outside and replaced connections..

    i had direct tv for three years and it constantly went on and off for no reason i could think of and they had a guy out twice, they never fixed my problem and said since nothing was broken if i wanted to replace equipment i had to pay and the 2nd guy got dirt all over my carpet..
    to each their own
    Jun 10, 2015. 07:54 AM | Likes Like |Link to Comment
  • Comcast Tries, Tries Again To Buy The Internet [View article]
    They missed the boat frankly...they did a lot more than look at wireless.

    At the time they were capital constrained and had leverage way to high to borrow like they can today...they left the industry because they are about scale and control and they couldn't find a way to have scale and be the operator..the margins were actually fantastic in wireless, it was the capex and inability to scale.

    They did the same thing with programming as well with QVC which is hugely valuable but they sold that too.
    May 28, 2015. 05:14 PM | Likes Like |Link to Comment
  • Comcast Tries, Tries Again To Buy The Internet [View article]
    Comcast was a founding investor in both Nextel and Sprint PCS.

    they also owned metro phone in philly...

    they sold out a pretty huge profits at the time..

    this was all very early in wireless...
    May 28, 2015. 12:26 PM | 1 Like Like |Link to Comment
  • Comcast Tries, Tries Again To Buy The Internet [View article]
    I could care less about the politics...

    i beleive the gov't did what comcast wanted in blowing up the merger. The costs were going to be too high with regards to vertical integration. Short term the merger was a big money maker, long term it could have stymied their takeover of the world..
    May 27, 2015. 06:38 PM | Likes Like |Link to Comment
  • Comcast Tries, Tries Again To Buy The Internet [View article]
    As well they should!!!

    I hope they continue to move towards content.

    I bet in a couple of years they will have an over the top streaming internet service of their own ala netflix except with a tie in to local tv, sports etc in their markets...potentially a jv with the now gigantic charter..... they will drive up content costs for streaming companies, they will create their own content and will call it by some fancy name will be just like netflix except with sports and local affiliates...i wonder what they could get for that bundle in 2017.

    2GB speed, tons of movies and shows, sports, local, access to comcast's own massive on demand library..

    heck it could even have netflix built in...if they can sell verizon wireless in a bundle they can sell netflix..

    no reason for them to sit back now...the TWC deal got smacked down, so they don't have to be good boys anymore..
    May 27, 2015. 04:22 PM | Likes Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    thats an issue relating to the power of apartment building landlords, not the "internet system"

    they are the ones stopping you from getting dsl.
    May 20, 2015. 07:25 AM | Likes Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    Comcast pays programmers
    The programmers jack their rates up on Comcast..

    Comcast passes on that rate hike.

    Comcast cable gross margins have been flat for 20 years...they are just passing through the salaries of sports players and the massive rate increases from fox news, disney and all the popular cable channels...

    They don't unbundle because the programmers will not let them..

    the programmers have a sweet deal...they hide their massive rate increases in the cable bill, and cable gets blamed...i like investing in disney too for this reason..
    May 12, 2015. 09:35 AM | Likes Like |Link to Comment