Collins Stewart analyst Thomas Eagan thinks you may be swapping your Comcast shares for Time Warner Cable sometime soon.
In a note to clients this morning, Eagan writes that investors may rotate out of Comcast if the company decides to invest $12 billion to $14 billion for a stake in GE’s NBC-Universal, as rumored.
U.S. cable operator Cablevision’s (CVC) announcement this morning that it will pay a quarterly dividend of 10 cents a share does not preclude the company from doing a large share buyback, says Collins Stewart analyst Thomas Eagan in a note to clients this morning.
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