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SSKILLZ1

03/07/25 1:13 PM

#122058 RE: SSKILLZ1 #119792

CMCSA

Sold CMCSA at $37.45, In recent Comment from a presentation I seen them really talk about increased competition in broadband. That didn't exactly make me feel great, and the last quarter I think EPS will be flat to slightly down this year with some headwinds, Could it trade into the low 40's possibly. But that is just about 10% upside max, and we are near resistance here. hence I decided to get out breakeven, because I didn't love the constant comments about increased competition in broadband, that either makes me feel pricing pressure or losing customers, neither of which is a good thing. All is just my opinion, and I could always be wrong though.