Comcast Corp (NASDAQ:CMCSA)

Moving in the right direction

This little sneaky company is an advertising Juggernaut that competes directly head-to-head with AT&T's U-Verse and has been the little engine that could for years. Does DishTV with higher 5-yr EPS growth and online content compete for those dollars, yes, but right now its still severely hamstrung. Only Five online episodes of your current favorite shows, Netflix, Amazon and HuluPlus offering all different content, different sites at different costs. This hodgepodge still holds online content back. So Comcast chugs along, the only question is for how long.

Technology will kill it.

45+

Based on James O'Shaughnessy et al.

Widely available, NBC is good, moving into content.

Comcast Corp. (NASDAQ: CMCSA) has been on fire for 2012 and the pick here was based in part on the new revenue streams from NBC. Shares have risen more than 50% from the lows to $36.88 as the 52-week range is $22.37 to $37.96. What stands out here is that Comcast now has a market cap of $98 billion. The cable giant also has a dividend yield of 1.8%.

Comcast is keeping up with technology changes and has a massive advantage by owning NBCUniversal, which will keep it ahead of other telecom companies.

Comcast, everyone has cable and internet now

Who roots for the cable company?

Best managed high cash flow machine!!

Media consumption is changing. Current content providers are clinging to old business models rather than changing with customers desires.

Content is king

Election year advertising

CMCSA has been around for a long time. Reliable dividend.

You could have the nicest, clearest screen on a tv using comcast, and suffer horrible CS and outages.

Great Management

The NBC Universal deal will start to make sense combined with synergies saved across business entities, plus demand for higher bandwidth and additional services will increase.

market bounce-back