Investment Q&A

Q: I would like your opinion on VIAC given that it aims to build on its CBS All Access platform to launch a major new streaming service. It is well priced right now. can you suggest a few other US stocks that are oversold and would be a good entry point.
thanks

Q: I seek your comments (substance only please) on VIAC and CMCSA. If I am incorrect on the following conclusions I made on VIAC, please yell at me:
- Debt is high and is not well covered
- YET the dividend looks supportable given cash flow
- Shares trade well below fundamental value (traditional definitions of value) by some 30% to 40%
- Business model is not the strongest but company has plans to replace cord-cutters with streaming services
- Future growth seems limited.... only 6% growth is expected by analysts (but earnings grew by 101% this past years)

Is VIAC a value trap? All I wanted for Christmas was a Bloomberg terminal. I didn’t get one. Still , when researching a stock I give much weight to BUSINESS model and risks thereto, AND to metrics like PEG, FCF , ROCI (not to book value which is meaningless except in certain sectors).

If not VIAC , based on the metrics I pay more attention to (above) , do you believe CMCSA is a better buy? I bought a half position in CMCSA after I read through the earnings release . CMCSA reported January 23 and fell sharply after the earnings release. CMCSA fell even more (more than S&P) the day after Friday January 24. I see that CMCSA is one of the top 30 holdings of hedge funds ---for what that is worth. Notwithstanding the negative momentum , is CMCSA a company one would be reasonably fine to add to instead of buying VIAC?