Subject: Comcast Crushing It; Plus Is Under Armour in a Bubble?

Also on the blog: Toyota, JetBlue, Aetna and more | View this email in your browser
 
           
 
 
CMCSA: A Leader Poised to Expand Its Advantage
comcast headquarters

Comcast (CMCSA) has four long-term advantages over its competitors: a faster growing broadband customer base, metric tonnes of free cash flow, a relatively healthy balance sheet, and a revenue stream from NBCUniversal. They also plan to spend $6.75 billion on repurchases this year. Plus, at a Price/Earnings ratio of 18.3, they're affordably priced...

 
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Under Armour's Growth is Great, But Already Priced In
under armour
 

There's no question that Under Armour (UA) is a rapidly growing company, and that growth looks tantalizing for investors. However, a look at the stock's current and historical valuation shows UA might be in a bubble. At the very least, Under Armour will have to continue its rapid growth pace for the next several years for investors to realize any upside in the stock.

 
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Aetna and Cigna: Get In Before It's Too Late
healthcare
 

Health insurers Aetna (Aet) and Cigna (CI) are strong candidates for investment: Both boast annual revenue growth of 8% and Price/Earnings ratios of 19.6 and 17.6 respectively, among the best in the industry. Both fundamentals and technicals show that these stocks will likely only get more expensive in the future.

 
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What's the Deal with Toyota's New Share Class?
price chart
 

On Tuesday, Toyota (TM) shareholders approved a plan to replace up to 150 million shares of common stock with a new stock class, Model AA. There's clearly a lot of opportunity here, but also a lot of opportunity cost. Duncan Weinstein breaks it down in this article, a Seeking Alpha Editors' Pick.

 
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Validating Screener Criteria with Multiple Regression
price chart
 

Stock Rover user Allan Smith applies statistical analysis to the screening criteria used in our ‘March Midness’ tournament to see which criteria has the greatest effect on a stock’s price performance. See what he discovers in this guest post on our blog.

 
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Four Portfolios by Our CEO
 
CMCSA, V, HON, PII, FDX...See what else Stock Rover CEO Howard Reisman has in his portfolios. Head to the Investors' Library to import any of his four portfolios into your account: Growth, Dividend Growth, High Growth, and MLP. While you're there, surf sample portfolios by household names like Gates and Buffett, plus screeners, views, and more.
 
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