CMCSA is cheap after a 65% fall, pays a dividend above 6% backed by $4.6 billion of quarterly free cash flow, and media revenue jumped 25%; but with a split into two companies by next summer, the speaker prefers Netflix, Disney, Amazon, Google or Apple instead.

Okay, now we move on to the third acquisition on the list, and this time we will focus on the media and communications sector for a longer period. We will take a look at a long-established company that is currently undergoing a massive restructuring.

It is Comcast, a cable, internet and entertainment conglomerate, whose stock symbol is CMCS A, in which Trump also acquired shares worth up to $5 million .

Looking at the graph of the past ten years, we find that the situation has been extremely harsh on Comcast shareholders, with the share price falling by about 65% from its all-time highs, and even going negative over the past ten years.

It's no secret why Wall Street abandoned Comcast. Its traditional cable television business has seen a steady decline in subscribers due to the phenomenon of cable subscription cancellations for years, while its core home broadband business, i.e., the internet in general, continues to face fierce competition from various service providers, especially in the field of fiber optics.

For example, its revenue from communication and platform services fell by more than 3% in the last quarter. However, despite these challenges, Comcast is making significant profits.

In the last quarter alone, it generated $4.6 billion in free cash flow.

This continuous cash flow is what supports one of the most attractive dividend payouts in the market, currently exceeding 6%, the highest level the company has ever reached, and it also makes it the only company in the Nasdaq 100 index to achieve this high return.

So, as you can see, these are very attractive dividend payouts. In addition, this stock features a very low dividend payout ratio and a double-digit growth record, making it a likely safe investment.

At the same time , their content and experiences department is showing strong signs of recovery. In the last quarter, media revenues jumped by 25%, with the live streaming app "Beko" achieving profitability for the first time.

The number of subscribers also reached 48 million, largely thanks to the FIFA World Cup and the NBA playoffs .

Therefore, it appears that some of their partnerships and contracts are paying off and helping them build their platform. Their studio sector also grew by 25% thanks to the success of films such as "Super Mario Galaxy," while their Universal theme parks continue to perform well.

But things get complicated here. Management recently announced a comprehensive restructuring of the company, which will result in its split into two separate entities by next summer.

NBCUniversal and Sky will be separated into one publicly traded company operating in the media and theme park sectors, while Xfinity's core broadband, wireless, and business internet operations will be left to the other company.

Now, as you know, the stock price has become very low after this drop, even trading significantly lower than its average over the past five years, as well as the sector average.

Don't misunderstand me , considering the advantages of this stock, I fully understand why some people want to invest in it now with this sharp decline. But if we look at the bigger picture, I think I would prefer to invest elsewhere in most cases.

Because if I wanted to make a direct investment in the field of media and live streaming, I would probably trust Netflix more in terms of execution and future growth, as it is not undergoing a huge restructuring and is considered a leader in the field of live streaming.

If I wanted a broader entity , I would prefer to own shares in companies like Disney, Amazon, Google, or even Apple, given their great diversity.

Now, after the split, I have reassessed the entire situation and am seeing whether either of these two separate companies is worth investing in. But at the moment, I don't want to get too involved in this, especially with a huge investment portfolio already in place.

I don't want to go through these radical changes either.

So, unfortunately, Netflix will occupy the last place in our ranking so far, although, as I mentioned, I fully understand the appeal of choosing such a name at this moment.

while I would lower Comcast one place to match .