CMCSA

Aeneas21

Oh shit...calls on CMCSA!

Moist-Guava-732

CMCSA calls

Dangerous-Berry7399

Yeah, iron condors are solid in low-vol environments but the adjustment headaches are real when price trends hard. Been running similar income structures on SPX and supplementing with cheap deep OTM LEAPS on individual names I find through StrikeEdge io — helps offset the slow theta grind with asymmetric upside. Had a CMCSA $48 call go from $0.02 to $0.23 recently, which more than covered a rough condor week. Curious if you're adjusting your strikes dynamically as VIX moves or keeping them static?

Dangerous-Berry7399

Yeah, iron condors on SPX are solid right now with VIX crushed — premium decays fast and you're not fighting theta. For the directional hedge side, I've been using StrikeEdge io to spot cheap LEAPS that can offset delta risk when price pushes extremes, had a CMCSA call go from $0.02 to $0.23 recently as a small tail hedge. Pairing a structured condor with a deep OTM lottery ticket has saved me a few ugly adjustments. Anyone else layering in cheap convexity as a hedge on these income plays?

SteakEater137

Just FYI not everything is dumping. Consumer staples and high dividend low PE companies are well in the green today. Source: holder of VICI, CMCSA, and KMB.

SteakEater137

CMCSA approaching a PE of 4 TSLA a PE of 409 CMCSA has almost 5x TSLA’s income but TSLA has 19x the market cap

SteakEater137

CMCSA revenue $125 billion, earnings $18.8 billion, PE of 4.85. Market cap of $84.8 billion, down 26.9% over the last year TSLA revenue $97.9 billion, earnings $3.86 billion, PE of 412. Market cap $1.62 trillion, up 24% over the last year So Comcast has about 27% more revenue, almost 5x the profit, 1/85 the PE, but Tesla has 19x the market cap. I know these are massively different companies but it’s still a shocking contrast when I ran the actual numbers lmao

Dangerous-Berry7399

Fake clip pump plays are tricky — the move usually happens premarket before retail even wakes up. If you're chasing IBM calls at open, you're probably buying the top of someone else's exit. I've been using StrikeEdge io to filter deep OTM LEAPS with unusual volume spikes, which helps spot when smart money is already positioned **before** the narrative hits Reddit. Had a CMCSA call go from $0.02 to $0.23 recently — same pattern. What's your planned strike and expiry on IBM?

Saved_by_the_Bull

CMCSA (Comcast) is my next EL. No, known, catalyst at moment. But trading at lows and certain to pop...eventually.

Dangerous-Berry7399

Covered calls are brutal when your stock actually rips — you cap your upside right when you need it most. Instead of selling calls against your shares, have you considered buying deep OTM LEAPS as a way to stay long volatility without touching your core position? Been using StrikeEdge lately to find those setups — spotted a CMCSA call go from $0.02 to $0.23 recently. PANW's security software narrative isn't dead, just repricing. What's your current cost basis on PANW?

dvdmovie1

> Is there ever a chance that parts of DISNEY like ESPN, HULU, or Disney+ may eventually be acquired by other companies such as NFLX or AAPL? I don't think so (especially Disney+) and they just bought CMCSA's share of Hulu not that long ago - they're probably not going to backtrack on that any time soon. ESPN has lost about 40% of the viewership in the last decade; any purchase would probably not be from a position of strength.

Dangerous-Berry7399

For deep OTM LEAPS, theta-based stops make more sense than pure PnL% — getting shaken out at 200% loss hurts when the thesis is still intact. I also watch IV crush as a stop trigger; if IV drops hard without the move, the trade is structurally broken. StrikeEdge actually shows me entry timing and probability shifts on these plays, which helps me decide if a drawdown is noise or a real exit signal — had a CMCSA call go $0.02 to $0.23 by staying patient. What's your typical DTE when you're hitting those stop-outs?

bozoputer

buy only at the float %, so it will be the size of a Mondelez (MDLZ) or comcast (CMCSA) in the Qs when it enters

Dangerous-Berry7399

Deep OTM LEAPS are genuinely solid for busy people — low maintenance, defined risk, and you're not glued to a screen. The key is entry price though; buying them too expensive kills the thesis even if you're directionally right. I've been using StrikeEdge to screen for mispriced ones — found a CMCSA $48 call at $0.02 that hit $0.23 before I even checked my phone. Set a GTC limit order to exit and you're basically done. What timeframes are you looking at?

xghtai737

At the moment? I'm around 70% cash. I'm up 35% this year and took most of it off the table. At valuations this high the market becomes fragile and prone to sharp sell offs if everything doesn't go perfectly. Minor things that would be ignored when valuations are lower suddenly become important when everything is priced to perfection. The market could very well go higher, of course. I just don't like the set up at the moment and I don't have any need to try to chase stocks higher in an attempt to catch a benchmark. What I have left in the market is scattered between value stocks, usually with high yield, like HPQ, HRB, PYPL, CMCSA, and REPX and some growth stocks like HIMS and FOUR. And I hold a crypto ETF. I'm also shorting oil in the event that the Iran war ends, and I'm shorting the S&P 500. All of those positions are only 1% - 3% of my portfolio.

CourageousBreeze

I made my 15% on CMCSA and got the heck outta there.

hammerscribe98

I did the same on CMCSA for similar reasons, not nearly 690k tho

Dangerous-Berry7399

Delta neutral is theoretically cleaner but the transaction costs and constant rebalancing eat your edge fast in practice. Slightly OTM defined risk in high IV is where I've made most of my consistent premium — agree with your read. That said, I've been spending more time on the long side lately using [StrikeEdge.io](http://StrikeEdge.io) to hunt deep OTM LEAPS when vol is elevated — caught a CMCSA call go from $0.02 to $0.23 recently. What strikes are you typically selling at — 20 delta or further out?

Dangerous-Berry7399

Ha — fair skepticism. For what it's worth I'm a real options trader who caught the CMCSA $0.02 → $0.23 move myself. Built the tool because I was tired of missing these setups manually. No bot wrote that post, just someone who's been watching flow long enough to know sweep character matters more than dollar size.

Dangerous-Berry7399

21 setups with 57% hitting +100% in 10 days is actually a decent sample for short-dated flow — not huge, but not noise either. The real question is whether that $1.1M came in at ask or had any sweep character, because passive fills change the thesis entirely. StrikeEdge.io is what I use to dig into exactly that — it breaks down the aggression behind the flow, not just the dollar size. Reminds me of a CMCSA setup I caught there, $0.02 calls that ran to $0.23. What's your read on the catalyst here?

Thunder141

I've had the same experience before. AMD has a PE of like 150, forward PE isn't too bad, but still - seeing as it's gone up 50% in a week and I was holding a lot of it in a tax advantaged account I went ahead and sold the majority of it. A - I don't like 150 PE. Thankful I tripled my money in a year or so, profit taking time for me (and no taxes for shares in advantaged account). B - Then I can get a decent position on RDDT, CMCSA, and CLX. C - Feel like some of these chip companies may be overbought, like a dot com company but to a narrower group. Forward PE isn't too bad though, but it's not real yet and it's still closer to 30 than 20.

PalpitationSmooth992

CMCSA beat estimates by a BILLION dollars and proceeds to erase its entire 10 percent gain going even lower because of charter earnings sympathy trading is pure retardation

meteojett

I have partially exited cash gang just now but am holding more than half back. Probably will cash out again in a few weeks. $6k on PATH. Shares not options. 3k each on ADP, CXM, FRSH, G, PATH, PAYC, PCTY, PEGA, TEAM, CHTR, CMCSA. Mostly modestly-sized SaaS companies with a couple oversold telecom companies thrown in.

notreallydeep

>Why is CMCSA always valued so low? Debt combined with cable being overbuilt by fiber providers. Simple as that.

kjuneja

There's a reasonable case that CMCSA looks cheap on paper, but it's complicated. Here's a breakdown: **The "undervalued" case:** - CMCSA trades at a P/E of ~5.25 and pays a 4.7% dividend — that's a very low multiple for a company this size. - The average Wall Street 1-year price target is ~$34.88, implying roughly 18% upside from current levels [WallStreetZen](https://www.wallstreetzen.com/stocks/us/nasdaq/cmcsa/stock-forecast) , and 17 analysts have a consensus "Buy" rating as of late March 2026. [Public](https://public.com/stocks/cmcsa/forecast-price-target) - DCF models like Alpha Spread put intrinsic value around $55.81 per share, suggesting the stock is undervalued by ~48% relative to fundamentals. [Alpha Spread](https://www.alphaspread.com/security/nasdaq/cmcsa/summary) **Why the market is skeptical:** - The stock is down ~29% year-to-date and trades at a historically low EV/EBITDA multiple, with forecasts showing both ARPU and EBITDA will face significant pressure heading into 2026. [Public](https://public.com/stocks/cmcsa/forecast-price-target) - Comcast's core cable business faces increased pressure from fixed-wireless broadband alternatives and fiber network expansion — adjusting to this competitive reality is painful. [Morningstar](https://www.morningstar.com/stocks/xnas/cmcsa/quote) - The NBCU segment saw sales fall 6% year-over-year and adjusted EBITDA drop 38%, partly due to costs from the NBA deal. [Public](https://public.com/stocks/cmcsa/forecast-price-target) - Earnings are forecast to grow at -6.88% per year — slower than even the risk-free savings rate of 4.3%. [WallStreetZen](https://www.wallstreetzen.com/stocks/us/nasdaq/cmcsa/stock-forecast) **Bottom line:** CMCSA looks cheap by traditional metrics, and Wall Street analysts lean bullish. But the low valuation reflects real structural headwinds — cord-cutting, broadband competition, and a media business in flux. It's a value trap risk vs. genuine discount debate. I'm not a financial advisor, so for a decision this size it's worth consulting one. But the data suggests the "undervalued" argument has merit *if* you believe Comcast's cash flows are more durable than the market currently prices in.

aftherith

Holy NFLX. Gonna try to dump my leaps for a double up if this holds, before they increase their bid or attempt to buy something else like ESPN or CMCSA.

PalpitationSmooth992

CMCSA says fuck yo selloff

PalpitationSmooth992

CMCSA just keep going up every day

PalpitationSmooth992

how many times did i tell you guys to buy CMCSA?

PalpitationSmooth992

i told you bitches CMCSA the deepest value in the market 40 EOY

PalpitationSmooth992

CMCSA calls its saving my port right now

PalpitationSmooth992

i told you to buy [CMCSA](https://www.reddit.com/r/wallstreetbets/comments/1qp9h0a/comment/o296mmw/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) yesterday

Prudent-Corgi3793

CMCSA up nearly 6% today 📈

chancepack

While everything is red, CMCSA is up 5% !!!

WendyDumpsterFire

Rip CMCSA calls

PalpitationSmooth992

CMCSA calls huge volume for feb 20 29 spread huge volume for march 32.5 low volume for april 32.5 bullish sentiment says stock is going to 33 before april

MartianInvestor

WEN, POET, CMCSA. Remember me 👽

MartianInvestor

Remember me 👽 POET, WEN, CMCSA

MartianInvestor

Go watch CMCSA and… Remember me 👽

MartianInvestor

Sorry we can’t wait another 11 minutes. CMCSA 👽💚

MartianInvestor

15min CMCSA Remember me 👽

MartianInvestor

I’ll start buying the CMCSA shares at exactly 2:30 EST. Here’s the warning. Remember me 👽

MartianInvestor

Gonna give CMCSA the PAWMP

MartianInvestor

Next week is for my CMCSA calls, I’ll use the profits to roll into longer dated. My POET calls are for the end of the month into February when many people in this Reddit mention it and push it to $12. My WEN leaps are for the news in the coming months. Remember me 👽

birdman1972

The CMCSA calls bother me.

MartianInvestor

Calls on POET, CMCSA, and WEN. Remember me 👽

MartianInvestor

You were there for my MSTR calls at the start of the month. You were there for the MSFT puts on Friday. Now you’re here for the CMCSA Leaps Remember me 👽

lipmanz

Jingoism peaking just in time for Olympics CMCSA calls?

PalpitationSmooth992

guys im telling you again CMCSA calls today is ex div and the stock is up which is extremely bullish half of my roth is now in this stock and was waiting for the div date dump to buy calls but there was none this is the most undervalued stock in the S&P and im not paring my holdings until it gets to at least 40

PalpitationSmooth992

CMCSA calls if you like money

PalpitationSmooth992

CMCSA bitches

PalpitationSmooth992

XPEV bitches look at CMCSA pump buy 30c

tachyonvelocity

Related to the theme of buying stocks with cheap P/FCF, when I bought WBD at $9, now sold at $28, CMCSA looks amazingly cheap here. Without TV networks, I can see CMCSA easily trading at $40, >4 EPS, <10x valuation. These deep value stocks can make you a lot of money. Just look at how AT&T went up 100% after spinning off WarnerBros for example.

Paul_Robert_

!p CMCSA

Worried_Quarter469

Wait why does CMCSA have a p/e of 4

Prudent-Corgi3793

I didn't want this stock, but I ended up with this because I own CMCSA. According to Seeking Alpha consensus earnings estimates, it's trading at 2026E P/E 3.34, 2027E P/E 4.14, and 2028 P/E 4.31. That was assuming a market cap of $5.29 billion, but according to Stock Analysis, it's now trading with a market cap of $4.85 billion, presumably because it's fallen so much in the first few days of trading after the spin off. If so, it's even cheaper. According to SA, equity (book value) is $10.29 billion, which would put its P/B at about 0.5. These metrics are possibly really unreliable given the recent spinoff and the lack of coverage as it's now a small cap, but it almost certainly is encountering adverse selling pressure due to no longer belonging in the S&P 500, the Nasdaq 100, and other significant indices. So my plan is to hold for a little bit anyway to wait for the forced selling to dissipate, and hopefully have some better information to work with. Assuming these numbers and estimates are accurate, using a 10% discount rate and assuming that this is a dying company (like the rest of the cable industry) that will lose net income at 5% per year, I still have the NPV of the next few years of EPS being worth more than the current stock price. I'd really love to know when the first earnings report will be before I decide what to do with this position. I can see myself selling my remaining shares or even adding more.

Worried_Quarter469

Jeopardy host Ken Jennings calls for prosecuting every member of the administration Puts on NBC $ CMCSA

himaalayan

Hear me out: CMCSA calls. Earnings end of the month

PalpitationSmooth992

CMCSA options completely fucked because of versant stock was down 5 percent and my 29.5 p was actually down

Dry-Conversation-570

CMCSA fell all the way to book value recently ahead of a spin off. I suspect it will perform quite well the next 3 years. Their mobile offerings are becoming increasingly competitive with tmobile.

tcmgtcmg

CMCSA; PYPL; MU; KTOS; FLNC. 60% of my portfolio is RKLB, but it doesn’t count anymore. The shares i have left won’t be sold until I die. Margin loans for me. Sir Peter changed my life. Grew up rough - my pops spent a decade in jail. But I Wont ever go hungry again! EX RKLB, the tickers above are my “growth” stocks for 2026, i say now. At the brink. 100% mission success. Joy to the world.

PalpitationSmooth992

last chance to get cheap CMCSA 30c

PalpitationSmooth992

CMCSA Jan 30c before it goes above

ChrisWasWhite

CMCSA, they are spinning off the cable companies, did a massive reorg of the company to streamline processes while also refunding tenured headcount with higher salaries and compensation packages. If they can quit hemorrhaging subscribers on the cable side they should be printed for a 20% return on 2026.

sirzoop

Yeah man its insane if you look at companies like VZ, T, CMCSA, Oracle, etc. I'm convinced we are going to see of them go bankrupt soon

sirzoop

You realize they can use that excess cash to buy back shares and increase R&D right? If you want to buy companies that are unprofitable and taking on massive amounts of debt, go buy Verizon, AT&T, CMCSA, Oracle, etc and let me know how that works out for you

PalpitationSmooth992

its hilarious how bad this entire sub is at trading because they refuse to buy anything else but tech ive been green all day half my port is green half is red and the ones that are gainers are outpacing my losses CMG up 5 DVN up 5 OXY up 5 PCG up 3 CMCSA up 2 XOM up 2 NCLH up 2 my fucking CMG calls are up almost 400 percent themselves you guys just dont know how to pick stocks you only buy what is hyped and already up so much

callsonreddit

Why CMCSA pumping?

WendyDumpsterFire

CMCSA $35 📈

WendyDumpsterFire

CMCSA lets goooo

WendyDumpsterFire

CMCSA 35

WendyDumpsterFire

Hell yeah CMCSA

skilliard7

Tax loss harvesting is a bad idea unless you're confident that the stock's drop in price is justified. I just tried to tax loss harvest half my CMCSA, despite feeling the stock was still undervalued, but hoping I could buy back in at a similar price in late January, but then the stock rallied 10% right after I did.

WendyDumpsterFire

CMCSA 📈

WendyDumpsterFire

CMCSA let’s fucking go 📈

PalpitationSmooth992

how many times do i have to say CMCSA?

WendyDumpsterFire

Let’s go CMCSA

PalpitationSmooth992

CMCSA calls before it goes above 30 i literally told you to buy this weekend when it was 27 almost 10 percent up since this stock is going to 35 minimum holding long til it reaches previous high

WendyDumpsterFire

CMCSA pumping 📈

PalpitationSmooth992

CMCSA Jan 30c look at that volume

PalpitationSmooth992

i told you MFs to buy [CMCSA](https://www.reddit.com/r/wallstreetbets/comments/1pl2yrx/comment/ntqoca6/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) over the weekend and now its up over 6 percent in the past 2 days

WendyDumpsterFire

CMCSA 📈

WendyDumpsterFire

Let’s go CMCSA

PalpitationSmooth992

CMCSA getting loaded you still got time to get calls while its under 30

WendyDumpsterFire

Damn CMCSA

PalpitationSmooth992

I called this selloff last night I called CMCSA over the weekend NEE and PCG are next utilities will win in 2026

WendyDumpsterFire

CMCSA rocketing

Suitable_Air_2686

CMCSA and VZ have huge debt and are in declining industries. CAG and GIS being food companies are bound to trade cheap. PYPL is a value stock but gets overlooked by V and MA.

skilliard7

> People talk about broadening out of mag6 but truth is the rest of the 493 are not trading at particularly cheap valuations either and offer less certainty of earnings CMCSA is 4.66x earnings (~6-7x earnings if you exclude one time gains from Hulu sale), VZ is 8.78x earnings, GIS is 8.86x earnings, cag is 10.1x earnings. There are lots of cheap stocks if you know how to look. It's just that none of them are exciting stocks that you can expect to double in a year, so no one wants to own them whem.

WendyDumpsterFire

CMCSA 📈

PalpitationSmooth992

love seeing my roth in the green even when ETH is down CMCSA COLD BMY WNTR VYMI I just really love dividends

PalpitationSmooth992

I called CMCSA my next play is NEE

PalpitationSmooth992

I literally told you to buy [CMCSA](https://www.reddit.com/r/wallstreetbets/comments/1pl2yrx/comment/ntqoca6/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) this weekend and its up 3 percent

WendyDumpsterFire

Let’s go CMCSA

Annual_Technology824

Amazon (AMZN) Bristol Myers Squibb (BMY) Comcast (CMCSA) Exxon Mobil (XOM) Fairfax Financial Holdings (FRFHF) Flutter Entertainment (FLUT) Madison Square Garden Sports (MSGS) SL Green Realty (SLG) VISA (V) Disney (DIS)

WendyDumpsterFire

Hell yeah CMCSA

WendyDumpsterFire

Let’s fucking go CMCSA

WendyDumpsterFire

CMCSA

WendyDumpsterFire

Finally CMCSA

WendyDumpsterFire

CMCSA