Charter Communications Stock Forum

Insiders at Charter Communications show optimism about the company's future with recent purchases, despite longer-term transactions being less positive. Investors should be aware of warning signs.

CHTR looks like setting up for a gap fill. Squeeze on daily firing to the upside and RSI trending up and closing to 50RSI.. Volume needs to pickup and we could see this back to 350 easily... might get a position to trade it once RSI breaks 50 because it keeps getting rejected at 50RSI... #watchlist

Charter Communications' rising ROCE suggests increased efficiency. Despite a five-year stock price drop, the improved ROCE could signal an investment opportunity.

Disney, Fox Corp-B, and Warner Bros Discovery's joint venture faces a lawsuit by FuboTV on antitrust grounds. Amgen's weak performance is due to mixed financial forecasts and questions about its weight-loss drug, MariTide. Constellation Energy's strong performance is backed by the IRA's nuclear production tax credit and effective cash flow deployment. Charter Communications' poor performance is due to a surprise loss in internet subscribers and missed quarterly earnings expectations.

Analysts question the timing of the potential deal due to challenges faced by both companies, particularly in broadband growth, and concerns about the impact of an additional $25 billion debt on Charter's credit measures and cash flow.

Charter Communications' share price drop doesn't align with its improved EPS and revenue rise, hinting at other influences. Despite market's 26% gain last year, Charter shareholders lost 23%, showing even top stocks can underperform.

Analysts were taken aback by the significant slowdown in subscriber momentum in Q4 compared to peers. The underperformance in Q4 2023 due to competition from Fixed Wireless Access and fiber was hard to explain. Despite management's optimism on cost efficiencies and pricing, analysts foresee this benefit to trend over time.