I remain bullish on CMCSA which reports before the open tomorrow. I think investors are slowly coming around to my thesis that financial performance over the next year or two will be quite strong and is worth paying for today. CMCSA will begin to show some aspects of subscriber and financial performance this quarter. But […]
CBS (CBS) reported better than expected 1Q06 earnings. The shares are not responding indicating that strength in the stock over the last few days anticipated the results. Also, CBS did not raise its 2006 guidance from “low single digit revenue growth and mid-single digit growth in operating income and EPS.” Given the better than expected […]
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