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Analyst: Swap Comcast for Time Warner

in News on October 5, 2009 at 1:42 pm PT

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.