Nov. 20 at 10:50 PM
$CMCSA Hang in there retail team. Getting close imo.
Even
$CHTR found its way to a green close today.
$CHTR hammering in a bottom all week, take notice. We've traded as close to them than about anyone else. Treating us as pure play broadband without consideration to the MOAT we have here? Fwiw, we still have QoQ and YoY growth so should get valued as such...10-15x earnings at the very least imo.
Sub 10 p/e telecomms trading relatively flat today in spite of market meltdown.
$T $VZ
Market remains bullish but should see these 30+ p/e names close the gap with these sub 10 p/e names. Meeting in the middle around 20x seems fair keeping S&P at historical 25x earnings.
No matter where I look, no greater value, no lesser risk, no stronger balance sheet with speculative potential needing baked in than
$CMCSA
