Key Points Sold 348,850 shares, eliminating the $12.70 million position. Bardin Hill now holds only six stocks in its fund. These 10 stocks could mint the next wave of millionaires › On November 12, 2025, Bardin Hill Management Partners LP disclosed in an SEC filing that it sold out its entire Frontier Communications Parent (NASDAQ:FYBR) position. What happened Bardin Hill Management Partners LP exited its stake in Frontier Communications Parent, selling all 348,850 shares for a value change of ...

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Group 1 - Comcast Corporation (NASDAQ:CMCSA) is considered one of the best very cheap stocks to invest in, with recent bids submitted for Warner Bros Discovery alongside Paramount Skydance and Netflix [1] - Comcast's bid specifically targets Warner Bros. studio and HBO Max segments, with speculation about a potential spinout of NBCUniversal, although it is noted that NBCUniversal would become the parent of Warner Bros Discovery's assets if the offer is accepted [2] - The President of Comcast, Mike Cavanagh, stated that acquiring Warner Bros. studio and HBO Max would complement NBCUniversal [3] Group 2 - Wall Street has a mixed outlook on Comcast's stock following mixed results for fiscal Q3 2025, with Bernstein maintaining a Hold rating and a price target of $34, while MoffettNathanson reiterated a Buy rating but lowered the price target from $58 to $53 [4] - Comcast is a media and technology company providing internet, cable TV, and phone services to households and businesses [5]

Group 1 - Rogers Communications Inc. (NYSE:RCI) is recognized for being more than just a cable company, which contributes to its appeal among investors [1] - The company offers a range of services including wireless, internet, TV, media, smart home, and business solutions, as well as owning sports teams and media networks [1] - Barclays raised its price target for RCI from $33 to $36 while maintaining an Equal Weight rating, indicating confidence in the company's pricing improvements [1] Group 2 - There is a belief that certain AI stocks may present greater upside potential and lower downside risk compared to RCI [2]

Core Insights - Charter Communications, Inc. (CHTR) has a market capitalization of $26.1 billion and provides broadband connectivity and cable services to both residential and commercial customers [1] Performance Overview - CHTR shares have significantly underperformed the broader market, declining 47.9% over the past year, while the S&P 500 Index has increased by nearly 12.3% [2] - In 2025, CHTR's stock fell 41.5%, contrasting with the S&P 500's 12.5% rise year-to-date [2] Comparative Analysis - Compared to the iShares U.S. Telecommunications ETF (IYZ), which gained about 19.3% over the past year, CHTR's underperformance is more pronounced [3] - The ETF's 19.6% returns year-to-date further highlight CHTR's losses during the same period [3] Customer Metrics - CHTR experienced a loss of 109,000 internet customers, primarily due to fierce competition from fixed wireless and fiber providers [4] - Despite adding 500,000 mobile lines and improving video customer retention, the company struggled with new customer acquisitions and faced a challenging advertising environment [4] Financial Results - On October 31, CHTR reported Q3 results, with shares closing down 5% in the subsequent trading session [5] - The company's EPS was $8.34, falling short of Wall Street expectations of $9.32, and revenue was $13.67 billion, missing forecasts of $13.74 billion [5] Future Projections - Analysts expect CHTR's EPS to grow 5% to $36.73 for the current fiscal year ending in December [6] - The company's earnings surprise history has been disappointing, missing consensus estimates in three of the last four quarters [6] Analyst Ratings - Among 25 analysts covering CHTR, the consensus rating is a "Hold," consisting of nine "Strong Buy" ratings, 12 "Holds," and four "Strong Sells" [6] - The overall rating has shifted to "Moderate Buy," with 12 analysts suggesting a "Strong Buy" [7]

Core Insights - Comcast Corporation (NASDAQ:CMCSA) is recognized as one of the 15 Best Passive Income Stocks to buy currently [1] - BNP Paribas Exane upgraded Comcast from Underperform to Neutral with a price target of $28 [2] Financial Performance - Comcast reported consolidated adjusted EBITDA of $9.7 billion and adjusted earnings of $1.12 per share [4] - The company generated free cash flow of $4.9 billion and returned $2.8 billion to shareholders through dividends and share buybacks, reducing the share count by 5% [4] - Revenue decreased by 2.7% compared to the previous year, impacted by difficult comparisons due to additional revenue from the Paris Olympics [4] Business Segments - The company is facing structural issues, particularly in the cable segment, and has shifted focus to broadband, which is now maturing and losing subscribers [3] - In Q3 2025, Comcast added 414,000 domestic wireless lines, achieving its highest quarterly result, with wireless penetration exceeding 14% among its broadband base [3]

Core Insights - Telecom Argentina S.A. (NYSE:TEO) is preparing to release its quarterly earnings on November 11, 2025, with an anticipated earnings per share (EPS) of -$0.49 and projected revenue of approximately $1.54 billion [1][5] Financial Metrics - The company has a negative price-to-earnings (P/E) ratio of -245.48, indicating ongoing losses, while the price-to-sales ratio of 1.41 suggests some investor confidence in revenue generation [2][5] - The enterprise value to sales ratio is 2.20, and the enterprise value to operating cash flow ratio is 10.44, indicating that while TEO generates cash flow, it may not be sufficient to cover its valuation comfortably [3] - TEO's debt-to-equity ratio is approximately 0.76, indicating a moderate level of debt compared to equity, but the current ratio of 0.43 points to potential liquidity issues [4][5]

Core Insights - Telus reported $3.71 billion in revenue for Q3 2025, a year-over-year decline of 0.8% and an EPS of $0.17, down from $0.21 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $3.72 billion by 0.27%, and the EPS was 10.53% below the consensus estimate of $0.19 [1] Financial Performance - The stock has returned -3.7% over the past month, compared to the Zacks S&P 500 composite's -0.2% change, and currently holds a Zacks Rank 3 (Hold) [3] - Key subscriber metrics include: - Mobile Phone Subscribers: 10.27 million, matching the average estimate - Connected Device Subscribers: 4.16 million, exceeding the average estimate of 4.12 million - Internet Subscribers: 2.78 million, slightly above the average estimate of 2.77 million - TV Subscribers: 1.43 million, slightly below the average estimate of 1.44 million - Security Subscribers: 1.15 million, matching the average estimate - Residential Voice Subscribers: 986 thousand, below the average estimate of 991 thousand [4] Churn and Net Additions - Mobile phone churn rate was 1.1%, in line with the average estimate [4] - Net additions for various services were as follows: - Connected Device: 169 thousand, exceeding the estimate of 134.82 thousand - Internet: 40 thousand, above the estimate of 24.97 thousand - TV: 5 thousand, below the estimate of 15.71 thousand - Security: 6 thousand, below the estimate of 10.32 thousand - Residential Voice: -14 thousand, worse than the estimate of -9 thousand [4]

Core Insights - Comcast Corporation is a significant entity in the telecommunications and media industry, providing services such as cable television, internet, and phone services, and owning NBCUniversal [1] - The company faces competition from major players like AT&T, Verizon, and Disney [1] Financial Performance - For Q3 2025, Comcast reported adjusted earnings of $1.12 per share, exceeding Zacks Consensus Estimate by 1.82%, but remaining flat year over year [3][6] - Consolidated revenues decreased by 2.7% year over year to $31.2 billion, primarily due to the lack of revenue from the previous year's Paris Olympics [3][6] - Revenues surpassed Zacks Consensus Estimates by 1.85% despite the decline [3] Segment Performance - The Connectivity & Platforms segment, accounting for 64.7% of total revenues, saw a slight decline of 0.6% year over year, totaling $20.18 billion [4] - Residential Connectivity & Platforms revenues decreased by 1.5% [4] - Peacock, Comcast's streaming service, generated $1.4 billion in revenue with a reduced EBITDA loss [4] - The Theme Parks segment experienced an 18.7% growth, driven by gains from Epic Universe [4] Stock Performance - CMCSA's current stock price is $27.12, reflecting a decrease of approximately 0.75% [5] - The stock has ranged from a low of $26.35 to a high of $27.26 during the trading day [5] - Over the past year, the stock reached a high of $45.22 and a low of $25.75, with a market capitalization of approximately $99.86 billion [5] Analyst Insights - Maher Yaghi from Scotiabank set a new price target for CMCSA at $41.50, indicating a potential upside of 53.71% from the current trading price [2][6] - This revised target is lower than the previous $45.50, reflecting a more cautious outlook [2]

Hi everyone. I think everyone can hear me. Um, so my name is Sadav Khan.Uh, and I'm an entrepreneur. I develop uh pro I conceptualize, design and develop products uh that are tech enabled and they deliver information to financial services companies uh such as banks um and funds. So um just you know go looking back at my last 25 years my experience has mainly been in the media industry.Um I started off in 1999 at a small company called Loan Pricing Corporation. It's what you would call a startup nowadays. Uh ...