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Comcast is currently at 2013 levels; fundamentals look fine. Deep value opportunity or value trap?
The fundamentals look fine; the stock is all about sentiment. In my opinion, it's right now too cheap to ignore. While everyone is eyeing AI, Comcast could be a defensive value play. The chart overall looks like a classic value trap, but the valuation also looks like it hit rock bottom, in my opinion, and there is a good margin of safety. Even if there won't be a drastic increase in stock price, it could be seen as a safe, dividend-paying asset. What are your guys' thoughts?