Michael Simpson, CFA Comcast Corp CMCSA-Q PAST TOP PICK Jul 04, 2019

Gets no respect, as it's seen as cable/TV, a dying business. Has 6 growth businesses: broadband for residential and business, wireless, theme parks, streaming, and studios. Together, those are growing about 10% a year, and will be 75% of the business over the next few years. Anemic 11x, growth of 10%. Defensive, still room to go. Yield is 2.46%.

Enjoys solid trends in its core business, and trades at 11x PE and a 30% discount to its peers.

Hasn't worked yet. Beat this quarter. Difficult time with broadband. Makes a ton of cash, very healthy balance sheet, should have strong buybacks. Trades at 9x 2025. Cheap name with growth of almost 8%. Decent dividend.

Super-competitive space, so it's tough to get excited about it. The market itself isn't growing. Pricing game. Can't morph itself into something else to be more competitive.

It is a play on a return to theme parks. It is at a very low valuation along with streaming growth. It has a healthy balance sheet with lots of cash. At 8X 2025 it is trading way lower than the market.