DsNQs
Oct 2, 11:48 PM
$CMCSA The problem with the negative analysis on this stock is that satellite and FWA still require physical cables. Satellite often uses broadband cable providers like Comcast and Charter and FWA must lay expensive fiber. The CFO of Comcast stated the truth about FWA; they're burning cash and propping up FWA by out spending the competition for a low ROI. That's not sustainable. At some point FWA providers will have to hike rates ehich will alienate their customers causing churn. Also, this obsession of analysts with diminishing cable tv subscriptions or loss of some Internet subscribers is unfounded. This company still rakes in over 80 billion in revenue. It's not in bankruptcy or even close, yet it's trading at this cheap price with a PE of around 5 and a yield higher than the 20 year treasury bond. The earning estimates are going up since Q1 2026, yet it's trading a lower. Hard to take these low-ball analysts seriously because of their abnormal hatred of this company.
0 replies