Comcast (CMCSA) is making a significant push to target Spanish-speaking viewers by rolling out a website with Spanish language content. Comcast competes with satellite pay-TV providers like DirecTV (DTV) and Dish Network (DISH), cable companies like Time Warner Cable (TWX), and telecom operators like AT&T (T) and Verizon (VZ).

Our price estimate for Comcast stands at $29.57, implying a roughly 23% premium to market price. Below we present our quick take on this.

Continue reading Comcast Says Vamos! to Spanish Website

Comcast Says Vamos! to Spanish Website originally appeared on BloggingStocks on Mon, 28 Mar 2011 14:00:00 EST. Please see our terms for use of feeds.

Comcast (CMCSA) is the biggest U.S. cable provider with a nearly 21% market share of the U.S. pay-TV market. Comcast competes with satellite pay-TV providers like Dish Network (DISH) and DirecTV (DTV), cable companies like Time Warner Cable (TWC), and telecom operators like AT&T (T) and Verizon (VZ) in the pay-TV and broadband businesses.

Our price estimate for Comcast stands at $29.57, implying a roughly 20% premium to market share.

Continue reading New Support Service from Comcast Could Bolster Market Share

New Support Service from Comcast Could Bolster Market Share originally appeared on BloggingStocks on Thu, 17 Mar 2011 14:00:00 EST. Please see our terms for use of feeds.

Comcast (CMCSA) is the biggest U.S. cable provider with nearly 21% of the U.S. pay-TV market share. Comcast competes with satellite pay-TV providers like Dish Network (DISH) and DirecTV (DTV), cable companies like Time Warner Cable (TWX), and telecom operators like AT&T (T) and Verizon (VZ) in the pay-TV and broadband businesses.

Continue reading Comcast Could Benefit from Reduced Capital Intensity

Comcast Could Benefit from Reduced Capital Intensity originally appeared on BloggingStocks on Mon, 28 Feb 2011 15:20:00 EST. Please see our terms for use of feeds.

Analyst Upgrades

• Medicis (MRX) to overweight from neutral at Piper Jaffray, to outperform from market perform at Bernstein, to outperform from sector perform at RBC Capital and to overweight from neutral at JPMorgan.
• Wellpoint (WLP) to buy from neutral at Davenport.
• Humana (HUM) to buy from hold at Jefferies.
• Frontier Oil (FTO) to equal weight from underweight and Resources Connection (RECN) to overweight from equal weight at Barclays.

Continue reading Analyst Calls: AMZN, CMCSA, FTO, HUM, MRX, PG, STX, WLP, WWW ...

Analyst Calls: AMZN, CMCSA, FTO, HUM, MRX, PG, STX, WLP, WWW ... originally appeared on BloggingStocks on Mon, 28 Feb 2011 11:30:00 EST. Please see our terms for use of feeds.

The past week's data-point-of-consequence for investors had to be investment decisions by Warren Buffett's Berkshire Hathaway (BRK.A).

Buffett ended positions in several stocks in the fourth quarter, including the Bank of America (BAC), Nike (NKE), Fiserv (FISV), Becton Dickinson (BDX), Comcast Corp. (CMCSA), Lowe's Co.s (LOW), Nalco (NLC) and Nestle (NSRGY), according to a filing, The Wall Street Journal reported.

Berkshire added to a holding of only one stock in the fourth quarter: Wells Fargo (WFC).

Continue reading Tell-Tale Stat: Buffett's Berkshire Divests Bank of America, Nike Stakes

Tell-Tale Stat: Buffett's Berkshire Divests Bank of America, Nike Stakes originally appeared on BloggingStocks on Sat, 19 Feb 2011 14:00:00 EST. Please see our terms for use of feeds.

Comcast Corporation (CMCSA) reported earnings for the fourth quarter on Wednesday. Today, the company's shares hit a new 52-week high of $25.39 during the intraday session (there's still more than two hours left until the closing bell rings, so that high point could eventually change).

The 52-week low for the cable business is $15.55. The one-year chart tracks the positive momentum of the equity. Will the stock break out to new heights from this juncture?

Continue reading Comcast Attracts Bullish Sentiment Following Latest Report

Comcast Attracts Bullish Sentiment Following Latest Report originally appeared on BloggingStocks on Thu, 17 Feb 2011 18:00:00 EST. Please see our terms for use of feeds.

CBS Corporation (CBS) issued its fourth-quarter report after the bell today. The results should make shareholders happy. Adjusted net income rose an incredible 77% to 46 cents per share, according to the press release. That number went beyond the estimate by two pennies as indicated by TheFly.

Considering how the stock has fared over the past twelve months, one would have expected a good earnings report. The 52-week low for the shares is $12.26 while the 52-week high is $22.25. The chart communicates a company backed by some solid momentum.

Continue reading CBS Tops Estimate in Q4: Buy the Stock?

CBS Tops Estimate in Q4: Buy the Stock? originally appeared on BloggingStocks on Wed, 16 Feb 2011 18:00:00 EST. Please see our terms for use of feeds.

The shares of cable and communications giant Comcast Corp. (CMCSA), which I first wrote about on April 22, 2009, at a price of $14.05, have put in a decent rally this winter, rising to about $24. Now may be a good time to consider taking some profits if you're in near $14.

However, those investors who can tolerate the risk can maintain their full position with CMCSA and go for an even bigger gain, but keep in mind the journey to $30 probably will not be completed in 2011.

Continue reading Comcast Continues to Rise

Comcast Continues to Rise originally appeared on BloggingStocks on Tue, 15 Feb 2011 12:30:00 EST. Please see our terms for use of feeds.

Based on what I was reading going into the weekend, I thought the multiplex was going to be an unexciting place. I was therefore rather surprised to see what I thought were relatively impressive numbers attached to the top films.

According to early estimates for domestic grosses at Box Office Mojo, Sony's (SNE) Just Go With It, starring Adam Sandler, is so far credited with a first-place showing; the movie is believed to have made about $31 million for the Friday-through-Sunday period. But Viacom's (VIA.B) Justin Bieber: Never Say Never product isn't giving up without a fight. At the time of writing, it was in second place with $30.3 million. Essentially, it's a tie.

Continue reading Viacom's Bieber Film Gives Sony's Sandler Project a Fight

Viacom's Bieber Film Gives Sony's Sandler Project a Fight originally appeared on BloggingStocks on Mon, 14 Feb 2011 09:00:00 EST. Please see our terms for use of feeds.

Continue reading Comcast's Slow Climb Continues

Comcast's Slow Climb Continues originally appeared on BloggingStocks on Tue, 23 Nov 2010 15:30:00 EST. Please see our terms for use of feeds.

Peter Lynch always said you should be able to explain your reasons for investing in a company to a 5th grader. With that in mind, here's why you should buy Comcast Corporation (CMCSA): people love to watch TV.

Comcast seems to be making all of the right moves to get as much content as possible in front of as many eyes as possible. Recognizing that more and more people are consuming media on devices other than their televisions, Comcast has ramped up its efforts to distribute its content online -- through its new Xfinity platform -- and on mobile devices, like the iPad.

Continue reading Comcast Could Rise to Xfinity

Comcast Could Rise to Xfinity originally appeared on BloggingStocks on Mon, 15 Nov 2010 18:30:00 EST. Please see our terms for use of feeds.

Continue reading Comcast Near 52-Week High After Q3 Release

Comcast Near 52-Week High After Q3 Release originally appeared on BloggingStocks on Wed, 27 Oct 2010 15:00:00 EST. Please see our terms for use of feeds.

NBC Universal has been a disappointment for General Electric (GE). Will the company, after the transaction involving it, GE and Comcast (CMCSA) goes through (assuming it does), see an improvement in its future prospects? I sure hope so, but I have to say, if the new leaders simply engage the same old strategies as before, then I don't have a lot of confidence.

It's been reported that Jeff Zucker will be leaving. On the surface, one might, on an instinctual level, feel positive about the exit of the studio's CEO. As we all know, change can be good; reboots can oftentimes act as catalysts that transform an operation into a stronger entity.

Continue reading Comcast Needs to Make NBC Universal Work

Comcast Needs to Make NBC Universal Work originally appeared on BloggingStocks on Sat, 25 Sep 2010 09:40:00 EST. Please see our terms for use of feeds.

Comcast (CMCSA) and Visa (V) reported earnings on Wednesday. Following is my brief take on each of them.

Comcast is a big name in cable, and it's waiting to close on a deal with General Electric (GE) involving the latter company's NBC Universal. It will be interesting to see if Comcast's management team can properly synergize with the studio.

Continue reading Earnings Releases from Comcast and Visa

Earnings Releases from Comcast and Visa originally appeared on BloggingStocks on Thu, 29 Jul 2010 10:30:00 EST. Please see our terms for use of feeds.

Here's a very interesting item from Theflyonthewall concerning DreamWorks Animation (DWA). It appears that the cartoon concern possibly isn't so fond of being a standalone entity any longer. Instead, it might want to be purchased by another media player. Comcast (CMCSA) was mentioned as a potential suitor.

There's some confusion, however, over this topic; it's not clear whether Jeffrey Katzenberg, the CEO of DreamWorks Animation, approached Comcast or Comcast approached Katzenberg.

Continue reading DreamWorks Animation: Time for a Buy Out?

DreamWorks Animation: Time for a Buy Out? originally appeared on BloggingStocks on Sun, 18 Jul 2010 13:40:00 EST. Please see our terms for use of feeds.

TiVo (TIVO), an expert in digital-video recording, closed Tuesday's regular session at $9.15. It was up over 1%. Sure, that sounds swell when juxtaposed with Tuesday's market action. It does nothing, however, to make me like the stock.

The 52-week low for the shares is $6.41. The 52-week high is $18.93. The one-year chart is ... not appealing. You've got a big spike in buying interest near the right side, preceded by sideways action. Then, a nasty plunge. How can you possibly comprehend this technical situation? It's difficult at best, and I'm not going to pretend I know where the stock is heading.

Continue reading TiVo Records Another Loss in Q1

TiVo Records Another Loss in Q1 originally appeared on BloggingStocks on Wed, 26 May 2010 09:30:00 EST. Please see our terms for use of feeds.

Blockbuster (BBI) is not a stock any sane investor should buy. First, it's under a buck. Second, it is currently down over 20% in afternoon trading, backed by significant volume. I'm seeing a price of just under 40 cents as I write this. Not a good situation.

Yet, I'm sure there are a fair amount of professional speculators out there making bets on the business. Hey, I can't predict the future, but I just don't see how anyone can take a chance on the shares. The one-year chart is terrible. And the most recent earnings report, released yesterday after the bell, is likewise a horrible sight to behold.

Continue reading Blockbuster's Terrible Q1

Blockbuster's Terrible Q1 originally appeared on BloggingStocks on Fri, 14 May 2010 14:30:00 EST. Please see our terms for use of feeds.

DISH Network Corp. (DISH), a provider of television entertainment channels whose competitors include Comcast Corporation (CMCSA) and DIRECTV (DTV), is trading higher about an hour before the closing bell. It's up 50 cents, or over 2%, to $21.80. Volume isn't that great, though. And I have to say, I'm not sure I'd want to join in with the buyers.

Over the last twelve months, the stock has seen a nice rise. Before you become too impressed, keep in mind that the 52-week range is a relatively narrow one. The low is $14.17, while the high is $23.06.

Continue reading DISH Network: Buy or Sell?

DISH Network: Buy or Sell? originally appeared on BloggingStocks on Mon, 10 May 2010 17:00:00 EST. Please see our terms for use of feeds.

Here are some highlights from this past week's earnings coverage on BloggingStocks:

• Aflac Inc. (AFL) higher Q1 earnings were better than analysts expected, due in part to a stronger yen.
• Automatic Data Processing Inc. (ADP) Q3 EPS were the same as a year ago and revenue inched higher.
• BlackRock Inc. (BLK) higher Q1 earnings fell short of analysts' expectations due to acquisition-related charges.
• Broadcom Corp. (BRCM) posted record revenue in Q1 and swung to a profit from a year-ago loss.
• Burger King Holdings Inc. (BKC) topped Wall Street's Q3 earnings estimate, but same-store sales fell.

Continue reading Earnings Highlights: Caterpillar, Comcast, DreamWorks, Ford, Kodak, P&G and More

Earnings Highlights: Caterpillar, Comcast, DreamWorks, Ford, Kodak, P&G and More originally appeared on BloggingStocks on Sat, 01 May 2010 12:40:00 EST. Please see our terms for use of feeds.

Continue reading Comcast's Q1 Earnings Beat Street, Shares Rise

Comcast's Q1 Earnings Beat Street, Shares Rise originally appeared on BloggingStocks on Wed, 28 Apr 2010 17:00:00 EST. Please see our terms for use of feeds.