Facebook Weathering the Storm

After a tough stretch beginning with last August’s shocking guidance reduction, Facebook (FB) appears mostly out of the woods as far as the bear case goes.  User growth at the core Facebook app has held up well in the U.S. and Europe despite the near constant controversies related to privacy.  More importantly, advertisers appear to […]

Comcast Transition to Broadband is Bullish

After a difficult 2018, Comcast (CMCSA) shares have rebounded to challenge all-time highs reached at the beginning of last year.  This might be hard to understand given the constant drumbeat of news stories about cord-cutting.  Well, guess what?  Cable is actually a good business and getting better financially speaking.  Lost in the cord-cutting hysteria is […]