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Vinod, Ok I had forgotten about Xfinity. Comcast/Xfinity uses the Verizon network for their mobile services. As does Tracfone, Net10, StraightTalk, Total, Walmart Family, and US Mobile. All on the Verizon network. FWIW. I see Comcast is planning to repurchase 9% of their outstanding shares this year. ...

Rob, congrats hope we both do well on VZ. I'd be cautious about MMM, there are very large liability claims being litigated. Their attempt to "spin off" and isolate those liabilities was shot down in court. Some say its priced in but that remains to be seen. This is an issue I have with using screens, ...

Vinod, the valuation and earnings trend on Comcast looks ok to me, I just like the cellular business a little better. EVERY person has a cellular phone and account right? Not every household has cable. Comcast took a lot of DSL customers but that switchover is probably complete. I like a dedicated ISP ...

Vidnod, I'm not overly fixated on dividends, i don't necessarily relate it to value, I have stocks with zero dividend I consider to be excellent values (relative to forward PE and book value). A dividend certainly doesn't hurt though! Recently I've been all over DOW dog Verizon, buying shares and leap ...

The performance of the screen is good, but I've always been hesitant to look only rearward at trailing P/E. I like to look at Forward P/E which is based upon the earnings guidance from the company and/or analysts for the upcoming year. A company 'may' have had an exceptional prior year, which wouldn't ...

Great topic, and one that I think investors will be forced to migrate toward in this new environment of 'normal' interest rates and higher costs of capital. The investment idea of buying high priced investor-funded "growth" stocks, and selling them higher, is a money-losing idea for at least the next ...