Comcast (CMCSK) reported mixed results relative to consensus expectations but growth remains vibrant and the outlook is excellent. Financial results were good with mid-single digit revenue growth and modest margin expansion leading to high single digit growth in operating cash flow. There was modest disappointment with subscriber counts at cable but nothing outside the margin […]
Apple reported better than expected earnings for the second consecutive quarter. Guidance for the December quarter was confusing but ultimately better than Wall Street expectations. This sets the stage for a continued recovery in Apple shares into year end. Datapoints on product sell through for the new iPhones and iPads and a possible deal with […]
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