Started buying CMCSA on 25 October 2018 and have been adding to it below 15 PE thanks to Fast Graphs. It's really easy to see great buys with this program. Chuck thanks and looking forward to your follow-on presentations.
Stock price is at $37.76 as of this post. You can buy a LEAP - Deep In The Money Call expiring January 19, 2024 with a strike price at $20 for a premium of $18.30. Total cost to buy: $18.30 x 100= $1,830 Break even stock price= $20+$18.30= $38.30 which means the stock price has to rise 1.43% from $37.76 for you to breakeven on the trade. Anything above that is profit. 1.43% increase until Jan 2024 is totally doable. $54 target price - ($20+$18.30)=$15.70 or $1,570 profit that’s almost a 86% ROI versus if you just bought the stock at $37.76 only 30% ROI before dividends. I know most people on this channel are looking for dividends but you can use LEAPS to greatly boost your returns safely. And with a higher return take those gains and put them towards other leaps and also dividends.
Thanks Chuck I will have to look at that one. I pay Comcast enough each month so maybe I should invest… also looking at VFC / HBI / SWKS to see if they fall a bit more
So I had money to invest today. Seeing Comcast being down today, I looked at my portfolio in Fastgraphs...looked at it's chart and then bought 2 shares of Comcast. 2 hours later, Chuck posts a video on Comcast....basically giving me a stamp of approval on my current purchase like he read my mind and decided to make a video on my purchase. You are a mind reader.
Thanks Chuck. Does it look realistic to you that the growth projections will be revised down due to negative subscription figures? Their key business - broadband Internet no longer grows and the streaming requires so much investments to produce contents that some analysts liken it to airlines fearing streaming services will never be able to return value to investors. Don't you think these gloomy perspectives justify low multiples?
In a word no. For example here is MorningStar's take " Comcast’s second quarter was a mixed bag, but the market has keyed in on one negative figure: zero net broadband customer additions during the period, with a loss of 10,000 net residential customers. Very modest broadband growth is likely here to stay; we believe investors are better served focusing on the firm’s ability to generate strong cash flow despite lingering pandemic headwinds and to return that cash to shareholders. Our $60 fair value estimate is unchanged." Nevertheless, do your own research and make your own judgment. regards, Chuck
@@FASTgraphs Also keep in mind regarding Streaming: These companies like Paramount or Comcast have only just started to built their own streaming services to make money directly of their content library. Of course it will not be profitable from the start but saying it will never earn profit is too shortsighted. That would mean that the movie business itself never earned profits with the whole chain attached to it in form of cinemas or disc sales. They all need to built a huge subscriber amount now which costs money for marketing and special low price offers but in the future these things can be cash machines when they can basically cut out the theatres from the chain and dont need to rely on the production of physical media anymore.
I greatly appreciate your work and knowledge. I think you are helping me to survive this current market. I would love to see how you evaluate Motley fool stocks.
MF picks are most of the times way too expensive and high above their fair values. MF doesn't give you any guidance about fair values. A worthless newsletter for me. Just buy 100 stocks and pray one will be a multibagger seems to be their philisophy.
OT: Chuck, I'd like to narrow my screening to stocks with higher ROIC. I'm trying to isolate my search to high quality "compounders". How do I do that with FAST Graphs? Thanks.
Thank you Chuck. Had been following Comcast for a while. Getting the opportunity to see you go through it in detail gave me the boldness to invest significantly into Comcast this morning around $37.59. Look forward to your further following of this name. Always appreciate you.
The only thing missing was the dividend analyses. It looks like a steal, to be honest. I might consider it for later on. At the moment I'm building a position in SWK. I'm also looking into sure dividends and their Dividend King spreadsheet. Keeping tabs on the kings with low PE's
Can you give some tips on what stocks will be a good buy soon? I am sitting on cash and looking for opportunity to spend it. SWK is also on my radar but I think we will be in bear market at least till the end of the year, maybe longer, so not sure whether it is the right time to build a portfolio.
@@adaml.3409 I'm not going to tell you what to do because I'm still a novice myself. Try to learn as much as you can before you invest. Read books, look at some content on TH-cam. Find a couple of sites that might help. Only thing I can say is that no one knows everything, eventhough they might claim that they do.
Personally I don’t see any reason why demand shouldn’t fall in the near future, most young people just don’t care for their service . It might look attractive but too much better competition out there , thanks anyway!
Still in a downtrend with lower lows and lower highs. It certainly looks attractive here but if the S&P 500 continues to go down, Comcast will likely continue to drop too. Could be a good swing trade in a few days when it becomes oversold. Somewhere around $35-$36/share might be a good entry if we don’t retest the lows on the S&P 500. Sell in the low $40’s.
Thanks Chuck, i am a subscriber of CMCSA I also have small position. One thing i do not like it as a subscriber as i found most its TV programs, one can get free from Google‘s YOU TUBE. Therefore i do not feel its potential will be too good. Of course once it changes its operating methods,things may be different.
Chuck, Is there a way to use FastGraphs to find absolute horrid companies that may file bankruptcy soon? I'd like to find basket case companies so I can short or buy puts on...
Started buying Comcast 4 weeks ago. I was in the green and happy when it went from $38 to $40. Flash forward: it's down -14% in the past 14 trading days, down to $34. Horrific downtrend.
Just seems like the company has hit a brick wall with many of its businesses, not saying its never going to grow again but it seems more likely that an earnings report in the next few quarters will be an intel like disaster where everything just starts collapsing. Thats just what my guts telling me. If anything the management does seem competent enough, they have been paying down debt slowly and buying shares back i believe. These value trap stocks just keep going down even when you think youve bought near bottom.
"Formal education will make you a living; self-education will make you a fortune." - Jim Rohn, This quote helped me to grow and hope it helps you too, a fellow creator,,
Exactly. After adding deferred taxes and other non-current liabilities to their long-term debt then I understand why mr market is dumping this zombie. Plus all of their businesses are highly competitive with shrinking margins. I’ll pass.
@@dividendfire855 Uh no, you apparently rationalize no ethical standards to ease your conscience. You have no clue about the investments in my portfolio
This is a great idea for a series. Your evaluations truly are invaluable to us everyday investors. Thank you for all your hard work! 👍
Love it Chuck when you do these. Thank you. Love the premium service and what you do.
CMCSA is really solid on all metrics, GAAPs, Cash Flows, good EPS Growth... 5* and Moat by Morningstar...
Today 10/27/2020 CMCS its even in better value. What a steal for long term investor. Thank you Sir .
Came close to pulling the trigger a few months ago, looking a lot better now. The deals keep coming in this market.
I look forward to seeing more videos related to this topic group. I appreciate your efforts to educate your viewers.
Thanks Chuck. I think your videos are some of the best quality on TH-cam so it will be awesome to see more of you.
thanks
Started buying CMCSA on 25 October 2018 and have been adding to it below 15 PE thanks to Fast Graphs. It's really easy to see great buys with this program. Chuck thanks and looking forward to your follow-on presentations.
Hi Chuck! What about VFC VF Corp? Thanks in advance
please do more high dividend yield growth stocks. love these gems you pick out. thank you
They do a great job buying back shares as well. Very underrated factor.
I've always been cautious about Comcast, but Chuck makes a solid case. I still worry about growth, but if it gets cheap enough..
Stock price is at $37.76 as of this post. You can buy a LEAP - Deep In The Money Call expiring January 19, 2024 with a strike price at $20 for a premium of $18.30.
Total cost to buy: $18.30 x 100= $1,830
Break even stock price= $20+$18.30= $38.30 which means the stock price has to rise 1.43% from $37.76 for you to breakeven on the trade. Anything above that is profit.
1.43% increase until Jan 2024 is totally doable.
$54 target price - ($20+$18.30)=$15.70 or $1,570 profit that’s almost a 86% ROI versus if you just bought the stock at $37.76 only 30% ROI before dividends.
I know most people on this channel are looking for dividends but you can use LEAPS to greatly boost your returns safely. And with a higher return take those gains and put them towards other leaps and also dividends.
Thank you Chuck. This series really helps. I’m a very happy subscriber of Fast Graphs site
Jumped on Comcast, Stanley Black & Decker, Corning and Skyworks solutions today.
Thanks Chuck I will have to look at that one. I pay Comcast enough each month so maybe I should invest… also looking at VFC / HBI / SWKS to see if they fall a bit more
So I had money to invest today. Seeing Comcast being down today, I looked at my portfolio in Fastgraphs...looked at it's chart and then bought 2 shares of Comcast. 2 hours later, Chuck posts a video on Comcast....basically giving me a stamp of approval on my current purchase like he read my mind and decided to make a video on my purchase. You are a mind reader.
Thanks Chuck. Does it look realistic to you that the growth projections will be revised down due to negative subscription figures? Their key business - broadband Internet no longer grows and the streaming requires so much investments to produce contents that some analysts liken it to airlines fearing streaming services will never be able to return value to investors.
Don't you think these gloomy perspectives justify low multiples?
In a word no. For example here is MorningStar's take " Comcast’s second quarter was a mixed bag, but the market has keyed in on one negative figure: zero net broadband customer additions during the period, with a loss of 10,000 net residential customers. Very modest broadband growth is likely here to stay; we believe investors are better served focusing on the firm’s ability to generate strong cash flow despite lingering pandemic headwinds and to return that cash to shareholders. Our $60 fair value estimate is unchanged." Nevertheless, do your own research and make your own judgment. regards, Chuck
@@FASTgraphs Also keep in mind regarding Streaming: These companies like Paramount or Comcast have only just started to built their own streaming services to make money directly of their content library. Of course it will not be profitable from the start but saying it will never earn profit is too shortsighted. That would mean that the movie business itself never earned profits with the whole chain attached to it in form of cinemas or disc sales. They all need to built a huge subscriber amount now which costs money for marketing and special low price offers but in the future these things can be cash machines when they can basically cut out the theatres from the chain and dont need to rely on the production of physical media anymore.
I greatly appreciate your work and knowledge. I think you are helping me to survive this current market. I would love to see how you evaluate Motley fool stocks.
MF picks are most of the times way too expensive and high above their fair values. MF doesn't give you any guidance about fair values. A worthless newsletter for me. Just buy 100 stocks and pray one will be a multibagger seems to be their philisophy.
Took a position at 38 and been DCA on the way down. Hope it comes back as it just beat earnings. Unfortunately whole market dipped since this video.
OT: Chuck, I'd like to narrow my screening to stocks with higher ROIC. I'm trying to isolate my search to high quality "compounders". How do I do that with FAST Graphs? Thanks.
What is ROIC ?
Return on invested capital. Speaks to how much the company gets out of their reinvestment in the business. The higher the better.
I own a small position but after your analysis, I am considering a greater investment in it and SWK.
exact same
Remember to stick to diversification!
Also remember not to make each position over 5% of your portfolio
@@martindolinsky1118 I'm like that too. Totally the Peter Lynch thing with tons of small positions.
Thanks, it does look like a good deal at this time. Looking forwards to more in this series.
This is on my very short list to sell puts on, thanks for the analysis Chuck
Great analysis, love your idea for a series. Aloha 🤙
Thanks for content chuck
Hello Chuck! Thank you for the video.
Fantastic idea! Thanks Chuck.
Not sure if you made a video on Lumen Tech, but a review on that company would be awesome! 😀
Looking forward to the series
Hello Chuck! Thank you for another great series!! Best Regards from Argentina, the land of thieves politicians and inflation.
Thank you Chuck. Had been following Comcast for a while. Getting the opportunity to see you go through it in detail gave me the boldness to invest significantly into Comcast this morning around $37.59. Look forward to your further following of this name. Always appreciate you.
Not a big deal if you can't. I notice you mention if you own a stock or not in videos and wondering if you ever do videos on your holdings?
Thank you Chuck , again thank you for your effort, It is great and valuable information I appreciate a lot
thank you Chuck, what about FedEx? It also looks attractive from the orange line
Thank you chuck if you can help me with WBA I just bought it did I do the right thing please thank you
Thanks Chuck !!
thank you Chuck
In it at 37 PUT
Great video. Thanks!
Great video chuck 👍
Chuck, Could you make an update of the video you made half a year ago "How Far Can the Stock Market Fall? "?
Great Video
Thanks Chuck… I will look at this for my kids portfolio. Any recommendations at what to search for to put in their portfolio?
The only thing missing was the dividend analyses.
It looks like a steal, to be honest. I might consider it for later on. At the moment I'm building a position in SWK. I'm also looking into sure dividends and their Dividend King spreadsheet. Keeping tabs on the kings with low PE's
Can you give some tips on what stocks will be a good buy soon? I am sitting on cash and looking for opportunity to spend it. SWK is also on my radar but I think we will be in bear market at least till the end of the year, maybe longer, so not sure whether it is the right time to build a portfolio.
@@adaml.3409
I'm not going to tell you what to do because I'm still a novice myself. Try to learn as much as you can before you invest. Read books, look at some content on TH-cam. Find a couple of sites that might help. Only thing I can say is that no one knows everything, eventhough they might claim that they do.
Great info!!!
Adding a little bit on a monthly basis :)
Please do Alliance Data Systems which is now called Bread Financials, you have looked at it a while ago
Yeah another good shopping raid!!!
I liked it at 38 but I love it at 30
Thank you
Im looking to sell Ben and ORI for stringer companies like TXN, GD or Cisco. Thoughts ?
Thank you. I have comcast and looking to $cost avg
Chuck, can you analyze DHI?
Personally I don’t see any reason why demand shouldn’t fall in the near future, most young people just don’t care for their service . It might look attractive but too much better competition out there , thanks anyway!
I miss the discloser if he is invested here and down like 90% or all shareholders on this?!
Still in a downtrend with lower lows and lower highs. It certainly looks attractive here but if the S&P 500 continues to go down, Comcast will likely continue to drop too. Could be a good swing trade in a few days when it becomes oversold. Somewhere around $35-$36/share might be a good entry if we don’t retest the lows on the S&P 500. Sell in the low $40’s.
I'm legging in on this just in case.
Thanks Chuck, i am a subscriber of CMCSA I also have small position. One thing i do not like it as a subscriber as i found most its TV programs, one can get free from Google‘s YOU TUBE. Therefore i do not feel its potential will be too good. Of course once it changes its operating methods,things may be different.
Tv shows are a dead business. Most movies are working on it as well.
Does anyone know what their projected earnings growth rate is?
depends on the analysts: FACTSET 10.3%,LONG YERM 9.03%, ==YAHOO NEXT 5 YEARS 10.15%
Köszönöm
Be interested to get your thoughts on GEO now Chuck, seems cheap
I am sorry, but I am not a fan.no growth, dividend cut and I am not crazy about the industry. Sorry, Chuck
Chuck, Is there a way to use FastGraphs to find absolute horrid companies that may file bankruptcy soon? I'd like to find basket case companies so I can short or buy puts on...
I guess you can screen for negative growth rates. However, it never occurred to me to look for horrible companies.
@@FASTgraphs That's why I'm a multi-dimensional investor ;)
Google is censoring comments this is interesting Chuck.
Can you imagine If AMZN comes up with its own internet
Elon musk did🤓
Started buying Comcast 4 weeks ago.
I was in the green and happy when it went from $38 to $40.
Flash forward: it's down -14% in the past 14 trading days,
down to $34.
Horrific downtrend.
Just seems like the company has hit a brick wall with many of its businesses, not saying its never going to grow again but it seems more likely that an earnings report in the next few quarters will be an intel like disaster where everything just starts collapsing. Thats just what my guts telling me. If anything the management does seem competent enough, they have been paying down debt slowly and buying shares back i believe. These value trap stocks just keep going down even when you think youve bought near bottom.
@@Loudlevin I'm gonna have to look into "value trap." Seems like an important thing to be aware of with investing.
Waiting for 30 bucks on this stock....lol
It's even more down now ! A victim of the broader bearish sentiment, or company-related reasons ?
"Formal education will make you a living; self-education will make you a fortune." - Jim Rohn, This quote helped me to grow and hope it helps you too, a fellow creator,,
Their debt is huge though
I have a couple of thoughts. Debt is very cheap and look at their cash flow and free cash flow.
@Scoonie agree! Their debt adjusted dcf fair value at required rate of return 10% is 32
Exactly. After adding deferred taxes and other non-current liabilities to their long-term debt then I understand why mr market is dumping this zombie. Plus all of their businesses are highly competitive with shrinking margins. I’ll pass.
Euro is weak. Any advice for european investors?
Buy euro stocks :)
The business looks cheap. I would need a larger margin of safety due to the risk of continued "cord cutting."
I wouldn't put one penny in either Comcast or Google for Ethical reasons. You can easily analyze why.
I love it when people say they don’t invest in “ this stock” for ethics reason, then I found out they have VTI in their portfolio lol
There’s a huge difference between investing directly into ONE company and not buying VTI simply because that company exists.
You're using a google site to watch this and comment right now
@@shamone10 This comment cracked me up. Don't let facts get in the way of a straw man argument. Nice job.
@@dividendfire855 Uh no, you apparently rationalize no ethical standards to ease your conscience. You have no clue about the investments in my portfolio
Value trap imo.
I hate this company.
Seekingalpha just gave mi sell signal
My god, I misread it. I was talking about Crown Castle (CCI)
Great video
Thank you for great video 😊