Savvy Trades and Investments

[SSKILLZ1]

CMCSA

CMCSA ($37.40) I brought CMCSA at $37.71 yesterday and here is what I like.

1) CMCSA currently pays a decent yield at 3.3% at current levels, so that is a plus.

2) CMCSA consistently is a solid albeit slow grower. I expect about $4.40-4.50 next year. Now CMCSA Used to be a stock that got a 15 multiple, but I do think a 12 PE is what it is worth. Hence I feel FV is in the low 50's here.

3) CMCSA consistenly buys back it's stock. They are consistently buying down right now about 5-7% of the shares annually, and that is a huge plus in my opinion.

4) CMCSA has really sold off like most things, was mid 45's in november now in the 37's. Hence I see the opportunity here.

Conclusion: This one isn't gonna get anyone rich, But I think there is a good chance for a 30-40% gain over the next year, it offers you a combo of a good buyback, a decent and growing divy, a historically low pe, oversold and near the low end of the range entry point. Will add more on weakness. All is just my opinion, and I could always be wrong though.