The Walt Disney Company (NYSE:DIS) is one of the stocks Jim Cramer recently commented on. Cramer mentioned the stock during the episode and remarked: “I know Disney has powerful pricing power as its parks are full, but Wall Street doesn’t trust that their pricing can hold up either.” Pixabay/Public Domain The Walt Disney Company (NYSE:DIS) creates and distributes film, television, and streaming content and also operates theme parks, resorts, and live entertainment. In addition, the company licenses it ...

Core Viewpoint - Comcast (CMCSA) presents a stable investment opportunity due to its steady profits, strong cash flows, and discounted valuation despite not being a high-growth story [2][3]. Financial Metrics - Comcast achieved a revenue growth of 1.3% over the last twelve months (LTM) and 0.9% over the last three-year average, indicating a lack of a strong growth narrative [7]. - The company reported an operating cash flow margin of nearly 22.8% and an operating margin of 18.7% for LTM, with long-term averages of approximately 22.9% and 19.0% respectively [7]. - CMCSA stock is currently offered at a price-to-sales (P/S) multiple of 0.9, representing a 36% discount compared to the previous year [7]. Market Position - Comcast operates as a global media and technology firm, providing a range of services including cable communications, television and streaming, film studios, theme parks, and international media solutions [3]. - The stock has shown average 12-month forward returns of approximately 19% and a win rate of around 72% for selections yielding positive returns [8]. Historical Performance - The stock has experienced significant declines in the past, including a 44% drop during the Dot-Com Bubble and a 62% decline during the Global Financial Crisis, highlighting the inherent risks despite its advantages [9].

Comcast (CMCSA) stock merits your attention. Why? Because it offers high margins at a reduced price. Sure, the stock has faced pressure from a cooling broadband market and rising competition from wireless carriers offering 5G based home broadband services. Yet, Comcast is finding new momentum in its wireless phone segment, while its vast network infrastructure remains a valuable asset as data consumption keeps soaring across streaming, gaming, live sports, and emerging AI-driven applications.NEW YORK, NY - ...

Group 1 - Comcast's spinoff of its NBCUniversal cable network portfolio will be named Versant, concluding a months-long naming process [1] - Versant will own cable networks such as USA, CNBC, MSNBC, Oxygen, E!, SYFY, and Golf Channel, along with digital assets like Fandango and Rotten Tomatoes [2][4] - The remaining NBCUniversal assets, including Peacock and Universal Studios, will stay with Comcast [3] Group 2 - The name Versant is intended for business-to-business purposes and will not be consumer-facing, focusing on individual brands instead [3][4] - Versant is expected to be spun out from Comcast before the end of 2025, with the new company's assets generating approximately $7 billion in revenue last year [4] - The company aims to build a growth narrative for investors, potentially including acquisitions beyond traditional media [5] Group 3 - The emphasis on versatility reflects the changing media landscape, with plans to expand beyond linear TV and streaming [5][6] - An example of this strategy is the Golf Channel's acquisition of GolfNow, indicating a move towards building profitable businesses outside of traditional media [6]