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Comcast Corp Class A (CMCSA US)
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294
Analysis
Consumer Discretionary
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United States
Comcast Corporation provides media and television broadcasting services. The Company offers video streaming, television programming, high-speed internet, cable television, and communication services. Comcast serves customers worldwide.
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bearish
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Thematic (Sector/Industry)
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12 Sep 2016 22:34
US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
Travis Lundy
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227 Views
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bullish
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Thematic (Sector/Industry)
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05 Sep 2016 08:03
ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
Paul M. Kitney, PhD
377 Views
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bearish
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Thematic (Sector/Industry)
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27 Aug 2016 05:03
Summer (Mis-)Adventures in Luxury Retail: Why to Avoid Coach (6388:HK / COH:US) For Now
This Summer we visited over a dozen premium handbag stores in New York City and Honolulu in order to better understand the issues facing Coach and...
Daniel Hellberg
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194 Views
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bullish
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The Walt Disney Co
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24 Aug 2016 23:38
Disney: Bottom Fishing - Sentiment After "Finding Dory"
Walt Disney (DIS.N) remains one of the least liked stocks we track but crowd negativity is abating. Sentiment and OptimismWalt Disney’s stock price...
Amareos
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303 Views
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bullish
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Thematic (Sector/Industry)
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19 Aug 2016 05:08
The Future of Car Ownership - More, or at Least Different, Not Less - An Alternative View
A recent entertaining and thought-provoking read on this site, Why the Car You Currently Own Is the Last Car You Will Ever Buy, raises many...
Pelham Smithers Associates
344 Views
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