I see you see the problem too then, they all are owned by the same banks and hedge funds.

So, what makes you want to follow their mouthpieces? They'll fire the dissenting voices, they have the board seats.

The $NYT is 99.5% institutionally owned you'll see everyone's name in that pool

 

Sinclair broadcast group is 82.5% institutionally owned. everyone has their financial hands in this garbage

Newscorp (WSJ, Barron's, MarketWatch) is just as bad (98.15% institutional owned)

Nexstar media group is also institutionally owned. (97.13%)

Fox corporation are also owned by hedges (102.4٪ institutional)

MSNBC, CNBC, NBC are owned by Comcast which you guessed it, is institutionally owned (84.19%)

Banks own big chunks of them with these hedges.

 

Then a couple other hedge funds buy up the rest as they can from September

This one is from May

> The purchase represents the culmination of Alden's years-long drive to take over the company and its storied titles – including the Chicago Tribune, The Baltimore Sun, New York Daily News and major metro papers from Hartford, Conn., to Fort Lauderdale, Fla.

 

All with the interest of serving their current Holdings, a distressed debt scheme they're invested in to make the company to go under, or simply to keep them from reporting their crimes as the SEC has admitted its hard to find crime unless others tell them and it's not sexy basically

All you gotta do is over report some things, ignore some things and leak a few internal docs to crash a failing company and they are rolling in cash.

CMCSA and CHRTR are MVNOs using Verizon's network. The only threat they pose is selling enough lines that VZ is in a position where they are making less until the next negotiation in which they will raise what they are wholesaling the data to the MVNOs for.

Comcast is the nations largest ISP and also owns NBCUniversal, they've been diversified away from linear video as primary revenue for years. Charter is similar on a smaller scale and without the entertainment arm.

Don’t CMCSA simply resell Verizon network? So because Comcast is. Using in bulk, margins may decline slightly, but Verizon will still be getting a portion of the action.

There is plenty of competition against VZN... besides the obvious two T (which isn't a threat) and TMUS (which is kicking their butt), they are also facing CMCSA & CHTR who need to figure out how to pivot their business model away from cable...

MSFT, DAL, AXP, SQ, CRM, AAPL, CMCSA

Mid term dated and slight otm CMCSA calls will print. Just bounced off a critical multi-year support level today when major indices are red. The TA on this play seems suspiciously easy.

>*Comcast Increases Share Repurchase Authorization To A Total Of $20.0 Billion, With $9.0 Billion Repurchased To Date In 2022 $CMCSA

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-09-14 ^08:01:52 ^EDT-0400

>*Universal Beijing Resort Laid Off Staff After Eight-Week Closure in May and June, Sources Say -- WSJ >*Universal Beijing's Workforce Has Shrunk by as Much as 25% Since Opening to Around 9,000, Sources Say -- WSJ $CMCSA

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-09-12 ^07:00:37 ^EDT-0400

“Comcast has three classes of stock currently -- Class A shares which hold one vote each (traded on the NASDAQ Exchange under the symbol CMCSA) , Class A Special Common Shares (traded on the NASDAQ under the symbol CMCSK) which have no vote and Class B super voting shares that hold 15 votes each and are not public”

Ok what about CMCSA?

CMCSA also hits this as well for me.

>*Monumental Sports & Entertainment to Buy 100% of Equity Interests in NBC Sports Washington >*Monumental Sports Acquiring NBCUniversal's 67% Stake in the Network $CMCSA

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-08-23 ^11:01:53 ^EDT-0400

>CNBC CHAIRMAN MARK HOFFMAN STEPPING DOWN - CNBC $CMCSA

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-08-16 ^10:03:30 ^EDT-0400

CMCSA

>GOOGLE FIBER PLANS INCLUDE IDAHO, NEBRASKA, NEVADA AND PREVIOUSLY ANNOUNCED ARIZONA, COLORADO CITIES >ALPHABET INC'S GOOGLE FIBER PLANS TO EXPAND INTERNET SERVICE TO FIVE U.S. STATES -CEO INTERVIEW $GOOGL $CMCSA $T

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-08-10 ^08:00:32 ^EDT-0400

Sold my CMCSA to buy some BBBY. Really no way I can lose.

Bought AXP, TM, and CMCSA. Let’s see what happens.

>My Portfolio will consist of; AAPL AMD AMZN AXP BAC BLK BX CMCSA DIS ENB GOOGL HSY JPM KMB MSFT O PEP TGT VOO VZ

Why? Did you throw darts to choose those stocks or just pick what everyone else thinks is hot?

https://www.reddit.com/r/personalfinance/wiki/commontopics

https://www.reddit.com/r/personalfinance/wiki/index#wiki_investing

I hardly have a model portfolio. I have mostly been a buy-and-hold guy for thirty years and now have a stupid amount of diversified holdings across several accounts. Mostly I let my winners run as I seldom have been able to justify the tax hit on a sale. My lucky heirs can straighten the mess out with a step-up basis sale and consolidation, assuming Sanders and Warren don't take over.

Anyway, below are my top legacy holdings with percentages of the stock portfolio. Today, I would increase my SCHD percentage, but at the time of purchase, I knew less and figured it was safe to diversify with multiple dividend ETFs. More than a bit of dumb luck was involved, ONEY is up 87% and pays 2.68% and I am up 500% with Nike (1.07%) and 960% with TXN (2.57%).

A chunk of investment assets is also in a Muni-Bond ladder.

I now focus on quality companies that appear to be good values and pay decent dividends. My recent buys have been INTEL, CISCO, VOD, NEM, LYB, and MPW, all of which pay nice dividends and IMO have a lot of room to run. Also, SARK for a short-term play. Earnings come out tomorrow for MPW; fingers are crossed.

​

Ticker Name Weight (%) (%)

ONEY SPDR® Russell 1000® Yield Focus ETF 3.61

VFIAX Vanguard 500 Index Admiral 3.54

NKE Nike Inc Class B 3.36

VXF Vanguard Extended Market ETF 3.23

TXN Texas Instruments Inc 3.02

SCHD Schwab US Dividend Equity ETFâ„¢ 2.95

VYM Vanguard High Dividend Yield ETF 2.76

VNQ Vanguard Real Estate ETF 2.64

HDV iShares Core High Dividend ETF 2.56

ARTIX Artisan International Investor 1.38

VBR Vanguard Small-Cap Value ETF 1.32

OAKIX Oakmark International Investor 1.28

HDV iShares Core High Dividend ETF 1.25

UNH UnitedHealth Group Inc 1.18

MSFT Microsoft Corp 1.14

CMCSA Comcast Corp Class A 1.05

LIN Linde PLC 1.04

VWIUX Vanguard Interm-Term Tx-Ex Adm 1

ACN Accenture PLC Class A 0.97

HKD is literally worth more than CMCSA and DIS combined. Crazy stuff

Should a held those stupid CMCSA puts coulda been a 10 bagger fuck

CMCSA losing broadband subs is a stunning turnaround. Kind of crazy how much competition there is now.

All the cell operators now offering 5G fixed and Starlink. Even the fiber buildout from AT&T has hit a lot of Comcast locations.

The future for $cmcsa is grim!

Tickers of Interest

• EWZ https://options.hardyrekshin.com/#EWZ
  • Touched gamma max and may be ripe for a reversal. Waiting for confirmation before entering 09/02 28P for $0.95 or less
• ABEV https://options.hardyrekshin.com/#ABEV
  • Back at Gamma Max. Though it doesn't always react to gamma max so taking a wait-and-see approach. 09/16 2.5P for $.10 or less
• CF https://options.hardyrekshin.com/#CF
  • Gamma Max cross. Same as the others. Look to enter 09/02 $5.80 or less
• AMD https://options.hardyrekshin.com/#AMD
  • Delta Neutral cross. Last time it crossed it reversed back to delta neutral quickly. Looking to get straddles, but I need to see a more explosive movement as IV is still relatively high.
• PBR https://options.hardyrekshin.com/#PBR
  • Delta Neutral cross. Earnings is coming up, so this may be poor timing. Last time it crossed delta neutral, it was a reversal so delta neutral became resistance instead of support.
• GME https://options.hardyrekshin.com/#GME
  • This may be the new local low for GME, and if that's the case I'll look to enter the 01/2023 237.5C ideally for $0.20 or less
• NFLX https://options.hardyrekshin.com/#NFLX
  • Been crossing delta neutral a lot, so this could be a sign of consolidation before a large move. Looking at 10/21 225/230 strangle for $35.75 or less
• RIG https://options.hardyrekshin.com/#RIG
  • Crossed back over delta neutral, and reach gamma max ($4.18) 11/18 3.5C for $0.40 or less
• CMCSA https://options.hardyrekshin.com/#CMCSA
  • (missed opportunity) reported earnings and bounced hard off of delta neutral.
• SMH https://options.hardyrekshin.com/#SMH
  • Crossed back above delta neutral and it appears to be a support now instead of resistance. Looking to buy 09/16 250C for 4.80 or less

I'm gonna sell my CMCSA. They are right back to their value from 5 years ago. Going to get some Corn instead.

DIE CMCSA DIEEEEEE

20% gain so far on 42.5 CMCSA puts for 7/29

I'm following big whale trades again and there's a lot of activity on MJ (weed stocks on the stuff for tomorrow) and CMCSA for earnings

Big uppies on my CMCSA puts

Knee jerk thoughts from perusing the earnings calendar, and cross-referencing with economic indicators I'm aware of, I think these companies will beat earnings:

SQSP (square space) MCD GOOGL All the hotels TZOO HOG All the energy companies

Companies I feel will falter: SHOP SPOT CMCSA PG OSTK

AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING

2022-07-25

$GOOGL: 4.9% | 3.87% | 7.04%

$YNDX: 6.51% | 0.0% | 58.71%

$NXPI: 5.28% | 4.09% | 6.74%

2022-07-26

$GE: 6.46% | 9.44% | 7.07%

$MSFT: 4.59% | 7.77% | 4.97%

$GLW: 6.08% | 2.26% | 5.82%

$MCD: 3.45% | 2.96% | 3.21%

$RTX: 3.03% | 3.46% | 3.69%

$CMG: 8.53% | 6.02% | 12.1%

$KO: 2.84% | 2.45% | 2.97%

$GM: 4.66% | 4.3% | 6.0%

$TER: 8.21% | 7.28% | 11.25%

$UPS: 6.34% | 5.0% | 7.85%

$V: 3.96% | 10.29% | 5.45%

2022-07-27

$ADP: 4.69% | 2.45% | 4.54%

$AEP: 2.27% | 3.83% | 5.09%

$BA: 5.33% | 12.5% | 6.28%

$LRCX: 5.46% | 2.33% | 6.44%

$SHW: 5.2% | 14.64% | 7.26%

$CME: 3.89% | 7.18% | 3.75%

$CTSH: 6.11% | 14.12% | 7.96%

$HLT: 4.15% | 3.43% | 8.94%

$WM: 3.26% | 5.8% | 3.2%

$SHOP: 9.11% | 16.42% | 13.39%

$SPOT: 8.24% | 1.06% | 11.35%

2022-07-28

$AMT: 3.25% | 2.52% | 6.16%

$AMZN: 5.84% | 16.66% | 7.21%

$AAPL: 4.46% | 4.42% | 4.91%

$MO: 3.92% | 2.78% | 3.27%

$RCL: 7.74% | 4.39% | 8.83%

$MRK: 3.63% | 4.98% | 3.55%

$CMCSA: 3.94% | 7.53% | 4.86%

$KDP: 4.26% | 2.51% | 5.9%

$XEL: 1.84% | 0.59% | 5.2%

$PFE: 3.64% | 4.26% | 4.37%

$ROKU: 16.96% | 9.75% | 15.59%

$MA: 4.48% | 5.29% | 5.07%

2022-07-29

$CVX: 4.19% | 4.12% | 6.52%

$XOM: 3.35% | 3.9% | 6.19%

$LYB: 4.36% | 1.5% | 8.01%

AVERAGE EARNINGS MOVE | LAST MOVE | IMPLIED MOVE FROM ATM OPTIONS PRICING

2022-07-25

$GOOGL: 4.9% | 3.87% | 7.04%

$YNDX: 6.51% | 0.0% | 58.71%

$NXPI: 5.28% | 4.09% | 6.74%

2022-07-26

$GE: 6.46% | 9.44% | 7.07%

$MSFT: 4.59% | 7.77% | 4.97%

$GLW: 6.08% | 2.26% | 5.82%

$MCD: 3.45% | 2.96% | 3.21%

$RTX: 3.03% | 3.46% | 3.69%

$CMG: 8.53% | 6.02% | 12.1%

$KO: 2.84% | 2.45% | 2.97%

$GM: 4.66% | 4.3% | 6.0%

$TER: 8.21% | 7.28% | 11.25%

$UPS: 6.34% | 5.0% | 7.85%

$V: 3.96% | 10.29% | 5.45%

2022-07-27

$ADP: 4.69% | 2.45% | 4.54%

$AEP: 2.27% | 3.83% | 5.09%

$BA: 5.33% | 12.5% | 6.28%

$LRCX: 5.46% | 2.33% | 6.44%

$SHW: 5.2% | 14.64% | 7.26%

$CME: 3.89% | 7.18% | 3.75%

$CTSH: 6.11% | 14.12% | 7.96%

$HLT: 4.15% | 3.43% | 8.94%

$WM: 3.26% | 5.8% | 3.2%

$SHOP: 9.11% | 16.42% | 13.39%

$SPOT: 8.24% | 1.06% | 11.35%

2022-07-28

$AMT: 3.25% | 2.52% | 6.16%

$AMZN: 5.84% | 16.66% | 7.21%

$AAPL: 4.46% | 4.42% | 4.91%

$MO: 3.92% | 2.78% | 3.27%

$RCL: 7.74% | 4.39% | 8.83%

$MRK: 3.63% | 4.98% | 3.55%

$CMCSA: 3.94% | 7.53% | 4.86%

$KDP: 4.26% | 2.51% | 5.9%

$XEL: 1.84% | 0.59% | 5.2%

$PFE: 3.64% | 4.26% | 4.37%

$ROKU: 16.96% | 9.75% | 15.59%

$MA: 4.48% | 5.29% | 5.07%

2022-07-29

$CVX: 4.19% | 4.12% | 6.52%

$XOM: 3.35% | 3.9% | 6.19%

$LYB: 4.36% | 1.5% | 8.01%

WBD trades more with CMCSA and NFLX than META/GOOGL/SNAP.

Probably gonna pump DIS, PARA, WBD, and CMCSA at the very least.

Large-cap/blue chip value is down, but not down hard.

E.g. FBCVX. -0.22% over 52 weeks, but SPY is like -10%.

It's XOM, BRK, CI, CMCSA, CNC, VZ, UNH, etc.

Portfolio please rate: Roth : 81 % VTI 16 % AMD 3% PLBY (covered calls against it)

Brokerage Acct: CMCSA 20% SPY 50% JPM 15% INTC 15% (Roughly I got tired of looking up percentages) Keep in mind I’m young and looking for dividends in brokerage and growth in Roth

There are some versions of the Wheel - I’ve learned a lot from u/ScottishTrader and u/Cosmolline.

I haven’t been doing it long term, but have paper traded it for a while leading up to the beginning of this year. Started with real money in 2022 - been an interesting ride.

I tend to avoid assignment on CSPs for as long as possible, either by getting out of troubled positions at break even or rolling until I cannot collect a credit any longer. I haven’t had any assignments yet this year, and I attribute this to staggering entry dates, not going in full position on one trade, and looking for companies with high IV on downswings outside of an earnings window. I’ve made probably about 250 trades this year - only a couple I’m in a rolling pattern. The others I’ve had the luck of choppy markets helping me close on upswings. I look at annualized return on capital at risk. Excluding the couple I’m still rolling, I’m probably averaging 15% annualized return on capital, with the best returns being able to close at 50% in a few days after entering the trade. I tend to enter at a level that pegs 1% annualized per month - which usually equates to the .1-.15 delta 30-45 days out.

I can’t say I’ve been tested in a serious way, but it’s a testament to the mentality I’ve learned from others and choosing high quality underlying. CSPs and CCs are positive delta, so high quality underlying with the chance to eventually turn higher are essential for this type of strategy if you’d like to diversify and produce reliable income. I’m using this time for training, since I already have a large B&H portfolio. Anything I do get assigned, I’ve already factored into something I’d like to own in that portfolio anyway, so my mistakes are homework for the “test” someday where I want to use it for a diversified income stream on my way to FIRE.

The underlying will not stay constant, so be vigilant about the homework needed to identify the underlying - possibly the most important step. Some symbols I’ve traded more than once are: AMZN CSCO AAPL PYPL LOW FDX NVDA QCOM T MSFT CMCSA

>*Netflix Has Interviewed Comcast Advertising Growth Chief Pooja Midha for New Senior Role Overseeing Ads, Sources Say -- WSJ >*Netflix Weighing Issues Such as Number of Ad-Supported Tiers to Offer and Formats for Ads, Sources Say -- WSJ $CMCSA twitter.com/DeItaone/statu…

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-07-11 ^13:00:46 ^EDT-0400

XOM for sure, EV mandates going away under next administration. Also VBIV and NVAX, solid pharma plays. Also T, VOD, CMCSA, VZ and DUK all pretty effective for DRIP plans. Good luck!😃

>NBCUNIVERSAL SAYS UPFRONT AD SALES ARE ITS HIGHEST-GROSSING SINCE COMCAST ACQUISITION >NBCUNIVERSAL SECURES MORE THAN $7 BILLION IN ADVERTISING COMMITMENTS DURING UPFRONTS - SOURCE $CMCSA

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-06-30 ^13:01:11 ^EDT-0400

CMCSA > T and VZ

do you have a sheet with EarningsTtm for all 500+ S&P500 tickers? i am not sure where to find the mistake

|Ticker|SharesOutstanding|EarningsTtm| :--|:--|:--| |AAPL|16185000000|100347000000| |BRK.B|2206000000|81997020000| |GOOGL|658544000|73875465920| |GOOG|658544000|73875465920| |MSFT|7479000000|72172350000| |JPM|2937000000|39649500000| |META|2707000000|36246730000| |BAC|8057000000|28521780000| |XOM|4213000000|25404390000| |PFE|5611000000|24968950000| |INTC|4089000000|24779340000| |VZ|4200000000|21588000000| |AMZN|10174000000|21467140000| |CVX|1965000000|20966550000| |JNJ|2631000000|19837740000| |WFC|3790000000|18381500000| |GS|343447000|17965712570| |UNH|938172000|17374945440| |T|7159000000|17110010000| |C|1942000000|16584680000| |HD|1028000000|16262960000| |MRNA|397760000|14430732800| |PG|2399000000|14202080000| |MRK|2529000000|14187690000| |CMCSA|4480000000|14112000000| |MS|1749000000|13974510000| |V|2083000000|13289540000| |WMT|2741000000|12800470000| |COP|1293000000|12619680000| |ABBV|1767000000|12386670000| |CSCO|4141000000|11843260000| |F|4020000000|11617800000| |QCOM|1120000000|11099200000| |UPS|873766000|10764797120| |KO|4335000000|10360650000| |PEP|1383000000|10165050000| |COF|393051000|10038522540| |NVDA|2500000000|9450000000| |MA|972645000|9386024250| |AIG|792192000|9308256000| |MU|1117000000|8991850000| |PM|1550000000|8959000000| |GM|1458000000|8879220000| |TSLA|1036000000|8588440000| |AVGO|403818000|8484216180| |REGN|109846000|8237351540| |TXN|922134000|8170107240| |CB|423711000|8016612120| |CVS|1311000000|7957770000| |LOW|639129000|7867677990| |ABT|1751000000|7616850000| |TMO|391462000|7570875080| |AXP|753060000|7530600000| |NUE|266062000|7455057240| |MCD|739605000|7055831700| |ACN|664188000|6954048360| |USB|1486000000|6895040000| |DOW|728102000|6734943500| |ORCL|2668000000|6643320000| |UNP|628025000|6631944000| |AMAT|869947000|6576799320| |OXY|937191000|6504105540| |LLY|950160000|6423081600| |CAT|533374000|6405821740| |DHR|727077000|6398277600| |HCA|295484000|6382454400| |MET|813206000|6334874740| |WBA|863773000|6279629710| |BLK|151503000|6117691140| |BMY|2129000000|6046360000| |LMT|266107000|6045951040| |NKE|1574000000|6028420000| |TFC|1331000000|6016120000| |DE|305636000|5898774800| |HPQ|1034000000|5831760000| |LYB|327622000|5762870980| |TGT|463696000|5643180320| |NOC|155445000|5641099050| |COST|442963000|5638918990| |IBM|899435000|5531525250| |MMM|569059000|5519872300| |AMGN|534200000|5454182000| |WBD|2427000000|5412210000| |HON|680733000|5180378130| |CI|317273000|5165204440| |SCHW|1817000000|5051260000| |FCX|1449000000|5042520000| |NFLX|444274000|5015853460| |MDT|1329000000|4983750000| |DHI|352030000|4970663600| |PNC|413581000|4888527420| |ADBE|472500000|4866750000| |SPGI|347100000|4828161000| |CHTR|167858000|4765488620| |DFS|280965000|4742689200| |FDX|259178000|4704080700| |PRU|375000000|4657500000| |GILD|1254000000|4514400000| |LRCX|138715000|4463848700| |EOG|585713000|4416276020| |AMD|1621000000|4392910000| |LEN|295490000|4340748100| |SBUX|1147000000|4312720000| |PXD|241959000|4176212340| |RTX|1487000000|4163600000| |MDLZ|1384000000|4152000000| |TSN|354548000|4045392680| |ICE|558266000|4041845840| |PARA|649101000|4024426200| |LIN|503453000|3947071520| |AFL|644165000|3942289800| |NRG|237284000|3898576120| |TRV|239961000|3832177170| |CSX|2174000000|3826240000| |SYF|501489000|3726063270| |PLD|748939000|3722226830| |HPE|1299000000|3676170000| |DUK|769899000|3672418230| |PYPL|1158000000|3531900000| |DVN|660000000|3511200000| |ALL|274983000|3426288180| |ELV|357347000|3319753630| |EL|357347000|3319753630| |EMBC|357347000|3319753630| |BK|807798000|3279659880| |GD|277705000|3268587850| |TJX|1172000000|3234720000| |MMC|501914000|3212249600| |WTW|111488000|3196360960| |KLAC|149235000|3098118600| |ADM|562708000|3066758600| |EMR|621998000|2998030360| |HUM|126493000|2997884100| |D|830650000|2990340000| |MO|1811000000|2988150000| |NSC|238333000|2962479190| |AMP|109904000|2930040640| |ADP|417747000|2844857070| |TROW|227297000|2836666560| |TMUS|1254000000|2821500000| |PSX|481086000|2766244500| |CME|359421000|2760353280| |STT|367115000|2753362500| |FANG|177493000|2706768250| |AEP|513544000|2685835120| |WY|744498000|2680192800| |ITW|311443000|2662837650| |DIS|1821000000|2658660000| |AMT|456347000|2646812600| |CARR|848242000|2621067780| |EXC|980210000|2597556500| |MOS|361993000|2584630020| |VLO|408096000|2534276160| |INTU|282812000|2528339280| |MPC|540995000|2504806850| |ATVI|781882000|2486384760| |TEL|322174000|2458187620| |VRTX|255756000|2447584920| |HIG|328865000|2427023700| |FITB|686087000|2415026240| |KDP|1419000000|2412300000| |APA|338232000|2381153280| |MTB|179431000|2354134720| |CFG|495446000|2348414040| |KEY|932471000|2331177500| |SO|1063000000|2296080000| |GIS|602212000|2276361360| |RF|934500000|2270835000| |AZO|19488000|2262556800| |DG|226997000|2226840570| |DISH|529995000|2220679050| |ETN|399000000|2218440000| |CTSH|521174000|2178507320| |APD|221773000|2175593130| |PGR|584900000|2164130000| |SPG|328647000|2149351380| |LUMN|1033000000|2148640000| |NXPI|262565000|2145156050| |KR|727753000|2139593820| |SLB|1413000000|2105370000| |ORLY|65725000|2070337500| |ZTS|470629000|2061355020| |BBY|225168000|2051280480| |LH|93176000|2047076720| |CINF|160440000|2045610000| |CE|108309000|2039458470| |MRO|707691000|2038150080| |CL|837942000|2027819640| |SYK|378154000|2019342360| |PCAR|347683000|1981793100| |MCO|184500000|1961235000| |HSY|205605000|1951191450| |PHM|237627000|1943788860| |CBRE|326861000|1918674070| |CMI|141098000|1911877900| |WM|415207000|1893343920| |BEN|499924000|1864716520| |ADI|519806000|1850509360| |WDC|313168000|1841427840| |BDX|285065000|1821565350| |PSA|175529000|1816725150| |SHW|260131000|1815714380| |LHX|192875000|1809167500| |DGX|117365000|1793337200| |STX|214844000|1783205200| |SIVB|58851000|1760233410| |KMB|336925000|1752010000| |ABC|209464000|1736456560| |CTRA|805805000|1724422700| |IP|370629000|1701187110| |CTVA|723700000|1700695000| |PH|128478000|1688200920| |APH|597139000|1683931980| |FISV|646394000|1674160460| |ISRG|358957000|1651202200| |CF|208602000|1629181620| |XEL|544653000|1628512470| |CNP|629449000|1598800460| |YUM|285164000|1596918400| |VICI|963002000|1588953300| |L|246108000|1587396600| |ROST|349926000|1581665520| |RJF|216659000|1579444110| |HAL|901976000|1560418480| |EW|621752000|1535727440| |ED|354295000|1534097350| |URI|71612000|1531780680| |K|337873000|1530564690| |HOLX|249381000|1526211720| |DD|508527000|1525581000| |WHR|56202000|1524760260| |NTRS|208380000|1508671200| |OKE|446616000|1505095920| |CNC|584887000|1503159590| |PFG|252684000|1493362440| |MAR|327298000|1485932920| |DLTR|224556000|1482069600| |WMB|1218000000|1473780000| |EXPD|167754000|1466169960| |ON|434506000|1459940160| |CCI|433032000|1459317840| |NEE|1965000000|1454100000| |FRC|179603000|1436824000| |BIIB|146452000|1433765080| |TT|233860000|1424207400| |VFC|388323000|1378546650| |DLR|284672000|1377812480| |PAYX|361017000|1361034090| |WEC|315435000|1356370500| |MNST|529671000|1355957760| |AON|212384000|1350762240| |EQR|376042000|1349990780| |CMS|290129000|1349099850| |SWKS|160926000|1337295060| |RSG|315891000|1336218930| |NVR|3290000|1330081200| |MGM|426052000|1325021720| |WRB|265193000|1323313070| |RE|39438000|1320778620| |SWK|150965000|1305847250| |IVZ|455025000|1301371500| |OGN|253637000|1301157810| |ES|344878000|1300190060| |AWK|181753000|1286811240| |MCHP|554501000|1286442320| |MSI|167297000|1256400470| |A|298708000|1251586520| |OMC|205733000|1248799310| |OTIS|422794000|1238786420| |FE|570932000|1233213120| |KHC|1224000000|1224000000| |JCI|695669000|1210464060| |LNC|171947000|1191592710| |CTAS|102325000|1184923500| |NDAQ|164678000|1164273460| |GWW|51102000|1158482340| |AVB|139818000|1124136720| |DOV|144163000|1118704880| |ODFL|113354000|1117670440| |ROP|105913000|1115263890| |FOXA|556749000|1113498000| |FOX|556749000|1113498000| |BALL|319789000|1112865720| |ECL|285655000|1105484850| |CPRT|237673000|1083788880| |SBNY|62928000|1083620160| |GLW|844612000|1081103360| |GRMN|193125000|1077637500| |PPG|236194000|1072320760| |TAP|216890000|1071436600| |ETR|203374000|1069747240| |IQV|189279000|1069426350| |HBAN|1439000000|1064860000| |BAX|503529000|1062446190| |MCK|145365000|1061164500|

Category 2 (part 2)

|Ticker|Name|Sector|Price|Market cap|P/E|Earnings date| :--|:--|:--|--:|--:|:-:|--:| |PNR|Pentair plc|Industrials|47.03|7778742986|14.4|07/26/2022| |META|Meta Platforms, Inc.|Communication Services|170.16|460507931590|12.88|07/27/2022| |TMO|Thermo Fisher Scientific Inc.|Healthcare|544.81|213272411264|28.37|07/27/2022| |MCD|McDonald's Corporation|Consumer Cyclical|247.9|183333696786|26.19|07/27/2022| |BMY|Bristol-Myers Squibb Company|Healthcare|78.96|168110891490|28.04|07/27/2022| |QCOM|QUALCOMM Incorporated|Technology|125.1|140111998291|12.81|07/27/2022| |NOW|ServiceNow, Inc.|Technology|504.09|101049779847|458.76|07/27/2022| |ADP|Automatic Data Processing, Inc.|Industrials|218.79|91398885204|32.31|07/27/2022| |PYPL|PayPal Holdings, Inc.|Financial|77.68|89956469873|25.68|07/27/2022| |BA|The Boeing Company|Industrials|141.53|83734214051|#N/A|07/27/2022| |CME|CME Group Inc.|Financial|210|75477801000|27.47|07/27/2022| |EQIX|Equinix, Inc.|Real Estate|689.17|62729485458|127.32|07/27/2022| |LRCX|Lam Research Corporation|Technology|450.19|62448106188|14.07|07/27/2022| |GD|General Dynamics Corporation|Industrials|222.33|61742175391|19.04|07/27/2022| |SHW|The Sherwin-Williams Company|Basic Materials|231.25|60155340000|33.68|07/27/2022| |HUM|Humana Inc.|Healthcare|456.81|57783449745|19.38|07/27/2022| |NSC|Norfolk Southern Corporation|Industrials|230.43|54918956229|18.61|07/27/2022| |MCO|Moody's Corporation|Financial|277.5|51198722250|26.29|07/27/2022| |F|Ford Motor Company|Consumer Cyclical|12.01|48277378570|4.22|07/27/2022| |ORLY|O'Reilly Automotive, Inc.|Consumer Cyclical|639.06|42002493135|20.47|07/27/2022| |APH|Amphenol Corporation|Technology|65.85|39321569313|24.43|07/27/2022| |TEL|TE Connectivity Ltd.|Technology|118.39|38142155985|15.67|07/27/2022| |CTSH|Cognizant Technology Solutions Corporation|Technology|70.26|36617672301|16.86|07/27/2022| |AFL|Aflac Incorporated|Financial|55.79|35937938044|9.16|07/27/2022| |HES|Hess Corporation|Energy|101.69|31652284384|43.6|07/27/2022| |ODFL|Old Dominion Freight Line, Inc.|Industrials|257.72|29213515702|26.32|07/27/2022| |VICI|VICI Properties Inc.|Real Estate|30.32|29198220346|18.75|07/27/2022| |AVB|AvalonBay Communities, Inc.|Real Estate|195.15|27285520876|24.33|07/27/2022| |DRE|Duke Realty Corporation|Real Estate|57.45|22086951533|21.44|07/27/2022| |HIG|The Hartford Financial Services Group, Inc.|Financial|65.69|21603116376|9.03|07/27/2022| |ALGN|Align Technology, Inc.|Healthcare|258.75|20390938650|29.15|07/27/2022| |RJF|Raymond James Financial, Inc.|Financial|92.5|20040920500|13.05|07/27/2022| |MAA|Mid-America Apartment Communities, Inc.|Real Estate|172.53|19914723687|33.53|07/27/2022| |GPC|Genuine Parts Company|Consumer Cyclical|136.75|19363129925|21.17|07/27/2022| |GRMN|Garmin Ltd.|Technology|100.13|19337605719|22.87|07/27/2022| |CINF|Cincinnati Financial Corporation|Financial|116.5|18681380800|9.24|07/27/2022| |URI|United Rentals, Inc.|Industrials|248.29|17780421337|11.67|07/27/2022| |TDY|Teledyne Technologies Incorporated|Technology|378.02|17707537422|31.16|07/27/2022| |HOLX|Hologic, Inc.|Healthcare|70.93|17688594406|11.68|07/27/2022| |IR|Ingersoll Rand Inc.|Industrials|43.33|17588938977|23.96|07/27/2022| |ROL|Rollins, Inc.|Consumer Cyclical|35.11|17290288455|52.28|07/27/2022| |MOH|Molina Healthcare, Inc.|Healthcare|267.13|15680533957|22.72|07/27/2022| |UDR|UDR, Inc.|Real Estate|46.15|14694206635|91.76|07/27/2022| |GNRC|Generac Holdings Inc.|Industrials|224.55|14333010976|29.75|07/27/2022| |TYL|Tyler Technologies, Inc.|Technology|345.33|14322112264|88.88|07/27/2022| |AVY|Avery Dennison Corporation|Industrials|165.35|13511451736|18.94|07/27/2022| |PTC|PTC Inc.|Technology|112.44|13152770481|27.8|07/27/2022| |RE|Everest Re Group, Ltd.|Financial|283.19|11168433156|8.42|07/27/2022| |LW|Lamb Weston Holdings, Inc.|Consumer Defensive|71.91|10387169916|44.86|07/27/2022| |FBHS|Fortune Brands Home & Security, Inc.|Consumer Cyclical|63.24|8272253871|11.27|07/27/2022| |VRSN|VeriSign, Inc.|Technology|169.27|18542631837|23.79|07/28/2022| |PFE|Pfizer Inc.|Healthcare|51.59|289466125496|11.84|07/28/2022| |MRK|Merck & Co., Inc.|Healthcare|93.13|235507602704|16.66|07/28/2022| |ABT|Abbott Laboratories|Healthcare|109.45|191640596556|25.27|07/28/2022| |CMCSA|Comcast Corporation|Communication Services|39.57|177274192182|12.74|07/28/2022| |INTC|Intel Corporation|Technology|38.61|157876253885|6.42|07/28/2022| |HON|Honeywell International Inc.|Industrials|180.02|122545575570|34.79|07/28/2022| |MO|Altria Group, Inc.|Consumer Defensive|43.4|78578176562|26.44|07/28/2022| |NEM|Newmont Corporation|Basic Materials|64.18|50936527840|48.63|07/28/2022| |AEP|American Electric Power Company, Inc.|Utilities|93.6|48067736336|17.96|07/28/2022| |FCX|Freeport-McMoRan Inc.|Basic Materials|30.99|44912629048|8.99|07/28/2022| |VLO|Valero Energy Corporation|Energy|103.93|42413458976|16.73|07/28/2022| |BAX|Baxter International Inc.|Healthcare|66.78|33625639293|32.02|07/28/2022| |BIIB|Biogen Inc.|Healthcare|211.93|31037571287|21.72|07/28/2022| |TWTR|Twitter, Inc.|Communication Services|39.41|30116357329|162.78|07/28/2022| |NUE|Nucor Corporation|Basic Materials|111.06|29548833964|3.96|07/28/2022| |TROW|T. Rowe Price Group, Inc.|Financial|121.5|27616524750|9.83|07/28/2022| |SIVB|SVB Financial Group|Financial|415.52|24453829201|14.1|07/28/2022| |FITB|Fifth Third Bancorp|Financial|35.22|24163995543|10.09|07/28/2022| |LUV|Southwest Airlines Co.|Industrials|37.73|22372248473|40|07/28/2022| |FE|FirstEnergy Corp.|Utilities|37.29|21290065989|16.66|07/28/2022| |DPZ|Domino's Pizza, Inc.|Consumer Cyclical|396.54|14293312365|30.31|07/28/2022| |POOL|Pool Corporation|Consumer Cyclical|356.94|14286495042|19.79|07/28/2022| |CE|Celanese Corporation|Basic Materials|127.57|13816953582|6.83|07/28/2022| |KIM|Kimco Realty Corporation|Real Estate|20.14|12446656574|12.77|07/28/2022| |SNA|Snap-on Incorporated|Industrials|201.87|10774661605|13.08|07/28/2022| |AAL|American Airlines Group Inc.|Industrials|13.9|9028255472|#N/A|07/28/2022| |ALLE|Allegion plc|Industrials|99.6|8745368902|19.14|07/28/2022| |RHI|Robert Half International Inc.|Industrials|77.9|8609001818|13.2|07/28/2022| |ALK|Alaska Air Group, Inc.|Industrials|41.92|5285768025|11.45|07/28/2022| |XOM|Exxon Mobil Corporation|Energy|86.9|366127520928|14.4|07/29/2022| |PG|The Procter & Gamble Company|Consumer Defensive|144.35|346338392244|25.23|07/29/2022| |CVX|Chevron Corporation|Energy|144.77|284445986404|13.61|07/29/2022| |ABBV|AbbVie Inc.|Healthcare|152.34|269201530928|21.85|07/29/2022| |LIN|Linde plc|Basic Materials|303.23|152441155658|39.02|07/29/2022| |CAT|Caterpillar Inc.|Industrials|185.49|98935601836|15.56|07/29/2022| |CHTR|Charter Communications, Inc.|Communication Services|463.12|88684051976|16.77|07/29/2022| |CL|Colgate-Palmolive Company|Consumer Defensive|80.38|67353759582|33.3|07/29/2022| |ITW|Illinois Tool Works Inc.|Industrials|187.92|58526349197|22.09|07/29/2022| |AON|Aon plc|Financial|271.74|57713171737|43.16|07/29/2022| |PSX|Phillips 66|Energy|84.2|40508610111|14.65|07/29/2022| |JCI|Johnson Controls International plc|Industrials|48.95|34052988290|28.37|07/29/2022| |IDXX|IDEXX Laboratories, Inc.|Healthcare|361.48|30366934423|42.43|07/29/2022| |LYB|LyondellBasell Industries N.V.|Basic Materials|89.24|29236968732|5.07|07/29/2022| |WY|Weyerhaeuser Company|Real Estate|34.33|25558610837|9.55|07/29/2022| |GWW|W.W. Grainger, Inc.|Industrials|460.95|23555315410|20.4|07/29/2022| |CHD|Church & Dwight Co., Inc.|Consumer Defensive|91.61|22240251458|28.1|07/29/2022| |VFC|V.F. Corporation|Consumer Cyclical|48.01|18650904943|15.49|07/29/2022| |CBOE|Cboe Global Markets, Inc.|Financial|114.94|12205317943|24.61|07/29/2022| |NWL|Newell Brands Inc.|Consumer Defensive|20.03|8282405283|#N/A|07/29/2022| |CTRA|Coterra Energy Inc.|Energy|26.35|479941278|32.7|07/29/2022|

Category 2 (part 2)

|Ticker|Name|Sector|Price|Market cap|P/E|Earnings date| :--|:--|:--|--:|--:|:-:|--:| |PNR|Pentair plc|Industrials|47.03|7778742986|14.4|07/26/2022| |META|Meta Platforms, Inc.|Communication Services|170.16|460507931590|12.88|07/27/2022| |TMO|Thermo Fisher Scientific Inc.|Healthcare|544.81|213272411264|28.37|07/27/2022| |MCD|McDonald's Corporation|Consumer Cyclical|247.9|183333696786|26.19|07/27/2022| |BMY|Bristol-Myers Squibb Company|Healthcare|78.96|168110891490|28.04|07/27/2022| |QCOM|QUALCOMM Incorporated|Technology|125.1|140111998291|12.81|07/27/2022| |NOW|ServiceNow, Inc.|Technology|504.09|101049779847|458.76|07/27/2022| |ADP|Automatic Data Processing, Inc.|Industrials|218.79|91398885204|32.31|07/27/2022| |PYPL|PayPal Holdings, Inc.|Financial|77.68|89956469873|25.68|07/27/2022| |BA|The Boeing Company|Industrials|141.53|83734214051|#N/A|07/27/2022| |CME|CME Group Inc.|Financial|210|75477801000|27.47|07/27/2022| |EQIX|Equinix, Inc.|Real Estate|689.17|62729485458|127.32|07/27/2022| |LRCX|Lam Research Corporation|Technology|450.19|62448106188|14.07|07/27/2022| |GD|General Dynamics Corporation|Industrials|222.33|61742175391|19.04|07/27/2022| |SHW|The Sherwin-Williams Company|Basic Materials|231.25|60155340000|33.68|07/27/2022| |HUM|Humana Inc.|Healthcare|456.81|57783449745|19.38|07/27/2022| |NSC|Norfolk Southern Corporation|Industrials|230.43|54918956229|18.61|07/27/2022| |MCO|Moody's Corporation|Financial|277.5|51198722250|26.29|07/27/2022| |F|Ford Motor Company|Consumer Cyclical|12.01|48277378570|4.22|07/27/2022| |ORLY|O'Reilly Automotive, Inc.|Consumer Cyclical|639.06|42002493135|20.47|07/27/2022| |APH|Amphenol Corporation|Technology|65.85|39321569313|24.43|07/27/2022| |TEL|TE Connectivity Ltd.|Technology|118.39|38142155985|15.67|07/27/2022| |CTSH|Cognizant Technology Solutions Corporation|Technology|70.26|36617672301|16.86|07/27/2022| |AFL|Aflac Incorporated|Financial|55.79|35937938044|9.16|07/27/2022| |HES|Hess Corporation|Energy|101.69|31652284384|43.6|07/27/2022| |ODFL|Old Dominion Freight Line, Inc.|Industrials|257.72|29213515702|26.32|07/27/2022| |VICI|VICI Properties Inc.|Real Estate|30.32|29198220346|18.75|07/27/2022| |AVB|AvalonBay Communities, Inc.|Real Estate|195.15|27285520876|24.33|07/27/2022| |DRE|Duke Realty Corporation|Real Estate|57.45|22086951533|21.44|07/27/2022| |HIG|The Hartford Financial Services Group, Inc.|Financial|65.69|21603116376|9.03|07/27/2022| |ALGN|Align Technology, Inc.|Healthcare|258.75|20390938650|29.15|07/27/2022| |RJF|Raymond James Financial, Inc.|Financial|92.5|20040920500|13.05|07/27/2022| |MAA|Mid-America Apartment Communities, Inc.|Real Estate|172.53|19914723687|33.53|07/27/2022| |GPC|Genuine Parts Company|Consumer Cyclical|136.75|19363129925|21.17|07/27/2022| |GRMN|Garmin Ltd.|Technology|100.13|19337605719|22.87|07/27/2022| |CINF|Cincinnati Financial Corporation|Financial|116.5|18681380800|9.24|07/27/2022| |URI|United Rentals, Inc.|Industrials|248.29|17780421337|11.67|07/27/2022| |TDY|Teledyne Technologies Incorporated|Technology|378.02|17707537422|31.16|07/27/2022| |HOLX|Hologic, Inc.|Healthcare|70.93|17688594406|11.68|07/27/2022| |IR|Ingersoll Rand Inc.|Industrials|43.33|17588938977|23.96|07/27/2022| |ROL|Rollins, Inc.|Consumer Cyclical|35.11|17290288455|52.28|07/27/2022| |MOH|Molina Healthcare, Inc.|Healthcare|267.13|15680533957|22.72|07/27/2022| |UDR|UDR, Inc.|Real Estate|46.15|14694206635|91.76|07/27/2022| |GNRC|Generac Holdings Inc.|Industrials|224.55|14333010976|29.75|07/27/2022| |TYL|Tyler Technologies, Inc.|Technology|345.33|14322112264|88.88|07/27/2022| |AVY|Avery Dennison Corporation|Industrials|165.35|13511451736|18.94|07/27/2022| |PTC|PTC Inc.|Technology|112.44|13152770481|27.8|07/27/2022| |RE|Everest Re Group, Ltd.|Financial|283.19|11168433156|8.42|07/27/2022| |LW|Lamb Weston Holdings, Inc.|Consumer Defensive|71.91|10387169916|44.86|07/27/2022| |FBHS|Fortune Brands Home & Security, Inc.|Consumer Cyclical|63.24|8272253871|11.27|07/27/2022| |VRSN|VeriSign, Inc.|Technology|169.27|18542631837|23.79|07/28/2022| |PFE|Pfizer Inc.|Healthcare|51.59|289466125496|11.84|07/28/2022| |MRK|Merck & Co., Inc.|Healthcare|93.13|235507602704|16.66|07/28/2022| |ABT|Abbott Laboratories|Healthcare|109.45|191640596556|25.27|07/28/2022| |CMCSA|Comcast Corporation|Communication Services|39.57|177274192182|12.74|07/28/2022| |INTC|Intel Corporation|Technology|38.61|157876253885|6.42|07/28/2022| |HON|Honeywell International Inc.|Industrials|180.02|122545575570|34.79|07/28/2022| |MO|Altria Group, Inc.|Consumer Defensive|43.4|78578176562|26.44|07/28/2022| |NEM|Newmont Corporation|Basic Materials|64.18|50936527840|48.63|07/28/2022| |AEP|American Electric Power Company, Inc.|Utilities|93.6|48067736336|17.96|07/28/2022| |FCX|Freeport-McMoRan Inc.|Basic Materials|30.99|44912629048|8.99|07/28/2022| |VLO|Valero Energy Corporation|Energy|103.93|42413458976|16.73|07/28/2022| |BAX|Baxter International Inc.|Healthcare|66.78|33625639293|32.02|07/28/2022| |BIIB|Biogen Inc.|Healthcare|211.93|31037571287|21.72|07/28/2022| |TWTR|Twitter, Inc.|Communication Services|39.41|30116357329|162.78|07/28/2022| |NUE|Nucor Corporation|Basic Materials|111.06|29548833964|3.96|07/28/2022| |TROW|T. Rowe Price Group, Inc.|Financial|121.5|27616524750|9.83|07/28/2022| |SIVB|SVB Financial Group|Financial|415.52|24453829201|14.1|07/28/2022| |FITB|Fifth Third Bancorp|Financial|35.22|24163995543|10.09|07/28/2022| |LUV|Southwest Airlines Co.|Industrials|37.73|22372248473|40|07/28/2022| |FE|FirstEnergy Corp.|Utilities|37.29|21290065989|16.66|07/28/2022| |DPZ|Domino's Pizza, Inc.|Consumer Cyclical|396.54|14293312365|30.31|07/28/2022| |POOL|Pool Corporation|Consumer Cyclical|356.94|14286495042|19.79|07/28/2022| |CE|Celanese Corporation|Basic Materials|127.57|13816953582|6.83|07/28/2022| |KIM|Kimco Realty Corporation|Real Estate|20.14|12446656574|12.77|07/28/2022| |SNA|Snap-on Incorporated|Industrials|201.87|10774661605|13.08|07/28/2022| |AAL|American Airlines Group Inc.|Industrials|13.9|9028255472|#N/A|07/28/2022| |ALLE|Allegion plc|Industrials|99.6|8745368902|19.14|07/28/2022| |RHI|Robert Half International Inc.|Industrials|77.9|8609001818|13.2|07/28/2022| |ALK|Alaska Air Group, Inc.|Industrials|41.92|5285768025|11.45|07/28/2022| |XOM|Exxon Mobil Corporation|Energy|86.9|366127520928|14.4|07/29/2022| |PG|The Procter & Gamble Company|Consumer Defensive|144.35|346338392244|25.23|07/29/2022| |CVX|Chevron Corporation|Energy|144.77|284445986404|13.61|07/29/2022| |ABBV|AbbVie Inc.|Healthcare|152.34|269201530928|21.85|07/29/2022| |LIN|Linde plc|Basic Materials|303.23|152441155658|39.02|07/29/2022| |CAT|Caterpillar Inc.|Industrials|185.49|98935601836|15.56|07/29/2022| |CHTR|Charter Communications, Inc.|Communication Services|463.12|88684051976|16.77|07/29/2022| |CL|Colgate-Palmolive Company|Consumer Defensive|80.38|67353759582|33.3|07/29/2022| |ITW|Illinois Tool Works Inc.|Industrials|187.92|58526349197|22.09|07/29/2022| |AON|Aon plc|Financial|271.74|57713171737|43.16|07/29/2022| |PSX|Phillips 66|Energy|84.2|40508610111|14.65|07/29/2022| |JCI|Johnson Controls International plc|Industrials|48.95|34052988290|28.37|07/29/2022| |IDXX|IDEXX Laboratories, Inc.|Healthcare|361.48|30366934423|42.43|07/29/2022| |LYB|LyondellBasell Industries N.V.|Basic Materials|89.24|29236968732|5.07|07/29/2022| |WY|Weyerhaeuser Company|Real Estate|34.33|25558610837|9.55|07/29/2022| |GWW|W.W. Grainger, Inc.|Industrials|460.95|23555315410|20.4|07/29/2022| |CHD|Church & Dwight Co., Inc.|Consumer Defensive|91.61|22240251458|28.1|07/29/2022| |VFC|V.F. Corporation|Consumer Cyclical|48.01|18650904943|15.49|07/29/2022| |CBOE|Cboe Global Markets, Inc.|Financial|114.94|12205317943|24.61|07/29/2022| |NWL|Newell Brands Inc.|Consumer Defensive|20.03|8282405283|#N/A|07/29/2022| |CTRA|Coterra Energy Inc.|Energy|26.35|479941278|32.7|07/29/2022|

>*Arrangements With Netflix Could Involve Exclusive Agreements and Revenue Sharing, Sources Say -- WSJ >*Netflix Seeking to Sell and Serve Ads Around Its Programming to Boost Revenue -- WSJ $CMCSA $NFLX twitter.com/DeItaone/statu…

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-06-22 ^14:09:23 ^EDT-0400

>*Comcast's NBCUniversal, Google Among Frontrunners for Partnership With Netflix to Facilitate Ad-Supported Tier, Source Say -- WSJ $CMCSA

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-06-22 ^14:08:28 ^EDT-0400

There are several techniques to give you insight on the best times to buy and sell, but nothing is straight forward or guaranteed. I can’t teach you it all with out going into much time that I don’t have. I will say only invest in things that you believe in and think will be around long term. For example, I love computer products and my favorite brands is NVIDIA (stock:NVDA) because I’ve never had an issue with the product and love their innovation/direction. Currently, I believe we are on the brink of a recession, so I have 75% of my cash on the table. You have time now to do your research and figure out an entry strategy. I can’t tell you when the stock market will go back up, but I’m expected another year of a down market. I also recommend in investing in stocks with great dividends, so they can pay you as you hold. Some stocks in invested in for the long haul are: AAPL, CMCSA, DIS, GME, IBM, NVDA, SYK, MMM, SAFT, and IRM

Peacock is Comcast cmcsa

Everything that’s getting thumped at the moment. 😉

Seriously, I focus mainly on “growth at a reasonable price,” but I also prefer a dividend, even if it’s a small but growing one. A dividend also tends to weed out junk companies. But I don’t chase yield. I try to stick to quality, but, because I’m cheap, I’ll I avoid fads and sexy stocks while favoring investment in boring companies or companies that are out of favor. A good example: INTC. I find more value in other old tech companies, like CSCO, QCOM, ORCL, and TXN. Drug and healthcare stocks also: ABBV, AMGN, BMY, JNJ, PFE, MDT. Retail, which people really hate at the moment: BBY, CVS, DKS, HD, LOW, TGT, WMT. More tech: AAPL, KLAC, TER, TMO.

I also own various odds and ends: CMCSA, EMR, MAS, RHI, KO, UNP, VZ, V, WHR, etc.

I recently put my hand in the toilet to buy some of the most hated but I think oversold companies in the market: META, NFLX, and PYPL. That’s forty percent of FAANG being tossed into the trash. Heroes to zeros in a matter of months.

Basically, I only buy individual stocks for the large-cap, domestic portion of the overall portfolio. Everything else is in low-cost ETFs. Now I’m going to check my accounts and see how much blood I have on my nose today—and then step outside and look at the sky. 😆

Hey OP, you got numbers for CMCSA, CSCO, GILD, MO, or STAG?

Am I looking at an algo candle or is CMCSA(Comcast) 12% up?!

on CMCSA

For 10 year hold you better pray the management teams you’re investing in are good capital allocators. BRK fits that bill. I would drop AAPL (you get it in BRK) and go with CHTR or CMCSA

GOLD 1 ROKU 2 NTLA 2 SNOW 2 KMX 4 TM 4 T 1 CMCSA 1 VZ 1 WM 1 HRL 3 KO 2 BF.B 2 STZ 2 NVO 5 JNJ 2 AZN 2 AMZN 2 BABA 2 WMT 5 HDB 4 AXP 5 V 5 ADP 3 INTU 5 CRM 4 ADBE 3 AMD 3 NVDA 3 AAPL 2 MSFT 3 GOOGL 4 BRK.B 10 %/100

Here are a few reasons why I don't buy QQQ:
AMZN

TSLA

NVDA

FB

COST

PEP

AVGO

CSCO

CMCSA

ADBE

INTC

TMUS

TXN

QCOM

AMGN

AMD

HON

INTU

PYPL

AMAT

ADP

BKNG

MDLZ

SBUX

ISRG

NFLX

CHTR

ADI

GILD

CSX

MU

REGN

VRTX

FISV

LRCX

ATVI

MAR

MRNA

PANW

ABNB

KDP

KHC

MELI

AEP

FTNT

MRVL

ORLY

KLAC

PAYX

EXC

ILMN

ASML

MNST

NXPI

SNPS

LULU

CTSH

CDNS

CRWD

CTAS

WDAY

DXCM

XEL

ADSK

WBA

AZN

IDXX

DLTR

MCHP

ROST

TEAM

JD

EA

VRSK

FAST

DDOG

ODFL

EBAY

BIIB

LCID

PCAR

ZS

BIDU

ALGN

CPRT

SGEN

ZM

SIRI

ANSS

VRSN

MTCH

CEG

SPLK

OKTA

NTES

SWKS

PDD

DOCU

Almighty AMC? They have like 10 million subs. And Roku made under 3 billion total revenue last year. Not in the same league. DIS and CMCSA i will give you.

Why in the world is the communication sector so strong. I need CMCSA to go down please.

I just want CMCSA to crash and KO to moon, that is all. Not asking for much.

#Ban Bet Lost

/u/Competitive_Row_4148 (0/1) made a bet that CMCSA would go to 43.989000000000004 when it was 39.99 and it did not, so they were banned for a week.

Fcking CMCSA...

Long UPST NIO and DUOL

Short on CMCSA and NSRGY because fuck Comcast and Nestle

Gotta go for the places people will always go to no matter what’s going on. Dollar stores, mcd, wmt, pep, Ko etc. people are still going to buy stuff. Also now people won’t cancel their internet at this point unless they have no choice. So vz, cmcsa and possibly T could be good

cmcsa continue to be glued to 40. fun stock to trade.

CMCSA / DIS / UPS / FB / QCOM

CMCSA just glued to 40.

I'm telling you, easiest stonk / calls to trade.

Ban Bet Created: /u/Competitive_Row_4148 bet CMCSA goes from 39.99 to 43.99 before 2022-05-11 17:28:52.053222-04:00

!banbet cmcsa +10% 10d

i really want to jump on cmcsa overnight, but am a pussy

heavy cash, i missed my entry on cmcsa due to shitposting, not looking to get creating into the afternoon

CMCSA is the easiest stock to trade. like a bike with training wheels. don't miss out.

god damnit, I'm shitposting with y'all and missed the cmcsa capitulation bottom intraday.

fuck

tempted on CMCSA yolo. shit is way oversold given it's fundamentals (yes declining broadband is bad, but not this bad)

NFLX still has more pain coming. They have done absolutely nothing to diversify their revenue streams and now that they're bleeding subscribers, they're mega fucked. They thought they were DIS or CMCSA but I bet you they fall back to to around $30-35 billion market cap. Somewhere between WBD and DISH

Fkin comcast CMCSA too dragonball super off an put it on hulu, knowing i pay 300 a month. Theyre lucky i can still get joy of painting and gunsmoke or ill cancel.

CMCSA looks bad

FOXA looks better

but all these stocks suck.. broadcasting has been dying except for the stocks that went streaming or do tech stuff

but formula one stock, oh baby!

BRK-A/BRK-B, JPM, TM, XOM, BAC, and CMCSA appear to be fairly valued or better right now, based on a quick PEG and 5 yr EPS screen.

Thanks for the response. I understand the fundamentals but sometimes the market behaves in a way that defies the fundamentals when it comes to a stock like TSLA. The price movement there is higher than most, and I had typically avoided stocks like these with 1k+ prices -- I don't think I'm the only small time investor who feels this way. CMCSA is one of those boring but mostly reliable stocks, maybe I'm just looking for something a little more interesting.

> Alphabet and Amazon, and maybe 10-1 for Tesla, would it be better to sell some shares of another stock I own (CMCSA) to buy in now

Very apples-to-oranges comparison.

"When TSLA split in 2020 I ultimately didn't buy in, and I'm feeling the FOMO right now for sure."

It's a stock split, which has been given a bizarre amount of focus in the last couple of years. If you have 1 $1000 share and it's 10 for 1 you now have 10 $100 shares. The excitement around splits is baffling and I'll guess definitely not going to last.

If you like a stock because you believe strongly in the fundamentals and think that the price is reasonable, then fine. But I wouldn't buy anything because of a split and definitely wouldn't have any FOMO over splits in/of themselves.

With the upcoming 20-to-1 splits of Alphabet and Amazon, and maybe 10-1 for Tesla, would it be better to sell some shares of another stock I own (CMCSA) to buy in now? I have about 275 shares of CMCSA and would need to sell approx 45-60 (x2) to buy in to each of Alphabet and Amazon, leaving me with about 150 shares of CMCSA.

I also have about 55 shares in FID500 Index through my old 401k, worth about 6k. The index fund already has the top companies but obviously way more diversified. Would the money be better spent in a fund vs the individual stocks? I can handle a healthy amount of risk as this wouldn't be more than 5% of my portfolio. When TSLA split in 2020 I ultimately didn't buy in, and I'm feeling the FOMO right now for sure.

If NFLX complains about churn and low sub adds, I hope they name names. They almost definitely have accurate data on who’s going to WBD, DIS, CMCSA, PARA, etc

Companies that I think won't be in the top 30 in 40 years times:

UNH, V, XOM, JPM, MA, CVX, BAC, KO, PEP, DIS, VZ, CMCSA, CSCO, ORCL, ADBE, CRM, INTC, MCD, WFC, TMUS, UPS.

Reasons: slow to negative growth, poor management, no innovation, will get disrupted, acquired, replaced, or go bankrupt.

CMCSA anyone ?

No it is def not too late. My recommendations is to use fake money during this time to learn how the market swings. I do believe the market will crash and there’s very little you can invest in that’s a ‘sure thing’ at this moment IMO. I started and your age and used my inherited money from my grandma. I will just say it was a very expensive lesson and it took me 7 years to get back where I was. Lessons I wish I knew before hand:

1. Buy low sell high
2. Hold for long term
3. Look at investments with dividends to pay as you hold.
4. Capital gain taxes are when you sell a stock that you held less than 1 year. Capital gain taxes are nearly 50%. This is why day trading/short term trading is not worth it
5. Diversify in different sectors and stocks. You should own 10-20 stocks to be diversified
6. Choose stocks you know about and expect to grow. Mine are NVDA GOOGL AAPL CMCSA LIT DIS IRM

Not financial advice and good luck. Let me know if you have questions

You own shares of AMZN. 9% of your QQQ stake is AMZN and CMCSA. That’s some incredible mental gymnastics you’re trying to pull off. You own shares of anti-LGBTQ+ companies. You should be ashamed with yourself. You support hate.

They are a hypocrite since they own shares of QQQ which is heavy in AMZN and CMCSA, both of whom were in the same articles that talked about how HD donated money to politicians who donated to republics who have pushed anti-LGBTQ+ legislation.

From Wall Street floors to WSB

MORGAN STANLEY: “.. $CMCSA remains our only OW in Cable/Satellite. We see Comcast delivering long-term EBITDA and adjusted EPS growth of 5%+ and 10%+, respectively, while shares trade at a ~30% discount to the S&P.”

Hulu is still $6.99 and they aren't trying to shove Cuties down our throats. They are owned by $DIS and $CMCSA (comcast). This is autistic financial advice.

CMCSA might have a home in there.

25% QQQ 25% MSFT 17% DJD 10% LOW 9% AMD 7% DIS 5% NEE 5% CMCSA

What do you think? Trying to double down on Microsoft while diversifying on the back end

>*Comcast and Apple Bring Apple TV+ to Comcast's Entertainment Platforms $CMCSA $AAPL

^*Walter ^Bloomberg ^@DeItaone ^at ^2022-03-07 ^10:32:28 ^EST-0500

My best is XOM : +43%

Worst is CMCSA : -17%

Overall portfolio up 20% so far

Here is my list presented in order of under to over priced in my opinion. Spoiler - You'll be sad when they get called away if you buy the undervalued ones.

​

ENB

MO

WU

BTI

GILD

ABBV

IBM

PM

UNM

XOM

VTRS

AMGN

LEG

BEN

UGI

MMM

xle

WBA

Ul

EFA

MRK

T

jpm

BMO

PFE

KHC

VZ

CLX

KMB

HD

DUK

SO

PEP

SJM

SBUX

ITW

OZK

INTC

xlp

CAH

BMY

K

MET

KO

ED

MDT

TROW

MDLZ

csco

IVZ

LMT

xlre

BAC

xlu

AOS

cpb

HRL

xlf

CAT

MCD

D

JNJ

APD

HON

PBCT

NEE

CMCSA

LHX

RHHBY

BLK

PG

CL

MDT

xlb

GPC

GD

xlv

ATO

SYY

ROST

UPS

cinf

SHW

ADM

lin

RTX

SWK

xli

SPY

hsy

EMR

LOW

MKC

ABT

WM

CB

DIS

xlk

BDX

NKE

WMT

PPG

LRLCY

CHD

EXPD

TGT

xlc

WFC

ALB

SPGI

xly

AAPL

BRO

ROP

WST

Management is absolute trash. I would take VZ or CMCSA instead if you want a 5G play.

You can tell how big of a disaster CNBC I Has become when they decide to fly out the whole team to a super bowl.. I mean don’t even argue me on this look at CMCSA Vs FOXA

It’s clear Fox is the direction of the people and is a east play for sympathy with DWAC

Don’t let these blue boys tell you diffrent Price action is better than the false promises of these blue folk

Short CMCSA

CMCSA, FISV, JNJ

Surprising even CMCSA doesn't get mentioned much. Probably better investment than T or VZ right now.

This sub also hates healthcare and all biotech, unless it's MRNA.

Needs more CMCSA since they own NBC which is the worst pusher of fake news.

Will be interesting if we see a $6-8 dollar drop on AMD after merger completion like we saw on DIS back in 2019.

I bought my DIS shares when that happened.

There was a lot of arbitraguers holding FOX shares (to play the CMCSA/DID bidding war) when that happened and they dumped the DIS stock after the merger completed.

Will be interesting to see if we get the same 2-3 day cheap buying window with AMD since they're adding 30-40% of the float here and XLNX should mostly be arbitraguers holding that float like FOX back in 2019 due to the length of time it took to complete.

I'd probably look at that as an optimal entry window.

Paper handed a buy on CMCSA at open and I've been on tikt ever since. No moves today. 😔