Comcast (CMCSA) Top Large-cap Stock Pick For Oppenheimer Managing Director; Find Out Why

Quote: Our top pick on the large-cap side - it actually is more on the cable side - it's Comcast (CMCSA) because we think they have a very unique local broadband network speed and quality. So our two top picks would be American Tower, more legacy communications, and Comcast, more on the wireline incumbent front. TWST: Are there any companies that now stand out to you as particularly good investments aside from the ones you discussed earlier? Mr. Horan: Comcast and American Tower will be our top picks, so those are really the ones that we focus on. We have some smaller-cap names that are interesting down here. There is a very small Israeli company, RRST (RRST), that provides video distribution that we like a lot, and they are a very, very cheap stock; they are four times EBITDA. They are growing revenues at 10% per year, and I think they will be able do that. They have invested quite a bit in their facilities, and that's hurt margins a little bit, in certain stocks here, a little bit in the short-term. But I think it's going to be a very good stock over the next two to three years. The Wall Street Transcript Online. The Wall Street Transcript does not endorse the views of any interviewees nor does it make stock recommendations.For Information on subscribing to The Wall Street Transcript, please call 800/246-7673...
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