💡 Comcast is expecting bad times!

Shares of Comcast $CMCSA experienced a significant shakeout last week, falling nearly 10 %. Management announced that it expects a decline of more than 100,000 broadband subscribers in Q4 . That's well above the consensus estimate of analysts, who had predicted a loss of around 63,300 customers. 📊

Yesterday I mentioned $TMUS stock here and following that I would like to ask you for your opinion on the company and Vodafone stock.

The company does pay a very nice dividend, but $VOD stock has been declining for a long time and I don't like that at all and I would not include the stock in my portfolio.

If anyone has VOD stock in their portfolio, I'd be happy to hear from you...
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T-mobile recently partnered with SpaceX and $TMUS stock has been rising pretty solidly over the past year. This collaboration could bring more profits to T-mobile and the company could do better. Plus, the stock price right now is not a bad buy for me at all.

What do you think about $TMUS stock?

I was quite surprised by $TMUS. According to the results this quarter, it outperformed other operators in customer and revenue growth. The number of customers grew 11% more year-over-year, plus it ranked first in network quality tests. Service revenue reached $15.9 billion, up 4% year-on-year ($15.3 billion in 3Q 2022).

How do you perceive the shares of telecommunications companies nowadays? For example, $VZ$TMUS or $AMT? The stock has suffered quite a bit in recent months. Personally, I don't invest in this sector because I don't find it that exciting and I don't even see that much potential there and what's more, I don't understand it. Can stocks in this sector return to their peaks in your...
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How do you view the stocks of mobile providers? There are a lot of brands in the market, but $TMUS and $VZ have something extra.

T-mobile is up quite a bit right now and is holding its stock valuation with steady results. Margins may not be that great, but the interesting thing is that almost 42% of the company is privately held. Do you have any shares from this sector?

Amazon $AMZN in talks to offer free mobile service to Prime subscribers in the U.S.

This news immediately negatively impacted telecom stocks such as $TMUS, $VZ and $T.
According to YahooFinance, Amazon has been talking to wireless carriers about offering low-cost, or possibly free, nationwide mobile phone service to Prime subscribers. Negotiations have reportedly been ongoing for...
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