A new stock pick for me is Comcast (CMCSA). I am all for this stock. Although there are some concerns regarding video subscribers and a leveraged balance sheet, it seems to be a great pick regarding its Peacock Streaming Service.
With the decrease in Netflix subscribers due to increasing streaming service rates and the inclusion of a lower package, which includes commercials, no wonder Peacock is becoming the preferred choice. Now, Peacock also has a lower package with commercials; however it’s about 1-2 commercials per break. The lower package costs around $5 a month, which is about $3 cheaper than Netflix.
Don’t get me wrong, Netflix has amazing content from The Last Kingdom, comedy specials (Earthquake, Dave Chappelle, and Mike Epps), and Blood & Water. However, in a society impacted by inflation regarding housing, utilities, food, and household essentials, it only seems right to find a streaming service with a bit of oldies, goodies, original content, and much more for a lower price. Peacock has recently added Bravo shows to its content such as Kandi and the Gang, Married’s the to Medicine, and the Real Housewives Franchise. These shows are up-to-date and are being released on Peacock about a day or two after being released with cable providers.
Disney’s prices have stayed the same for a while. I can remember one increase since 2020. They also have a package deal to include Hulu and ESPN, which perhaps makes it a option for those looking for such. The only concern I would have as a subscriber/investor is the amount of content being added and was it sufficient to meet the needs of families and their watching habits. Of course this concern is regarding Disney acting as a sole subscription service.
Prime also has great content and the ability to cross services from connecting to other providers (Such as: HBO, Stars, etc), offering Amazon.com benefits, and much more. The only concern would be the price if individuals care about it. For some individuals, price is nothing, but for all the rest of us, price plays a very important role in our subscription options and what we choose to pay for. ￼The price has the ability to increase subscribers, as long as the content is adequate and engaging.
Call me bias if you want; however when considering a stock that has great stream service content, lower prices, and an ability to increase it’s subscriber capacity, I have to go with Comcast and it’s streaming service Peacock.