Comcast had a great run between 2011 and 2014, with the stock surpassing other players in the cable television industry each year.
But then Wall Street started sensing risk. Audiences were clamoring for better content and technology, and online streaming company Netflix emerged as a dominant force.
But here is what should really have investors worried: Comcast is slowing down.
After increasing earnings per share by more than 18% on average annually during the previous five years, Comcast is expected to deliver EPS growth of about 12.84% an an average annual basis for the half decade. That pales by comparison with the diversified entertainment industry's expected annual average earnings growth of 15%.
There are better yields to be had elsewhere in the sector such as at Viacom.
Comcast has already handed investors 18% gains this year. But it may be time to move on.
Last spring, Charter Communicationsbought outTime Warner Cable for $56 billion, making it the second-largest cable operator in the U.S. Liberty Broadband operates and owns a 20% interest in Charter Communications.
Liberty Broadband also controls 100% of TruePosition, a leader in mobile positioning and contextual location intelligence, areas poised for explosive growth.
Clearly, Liberty Broadband is gaining the lead in this sector.
Liberty Broadband is seeing positive earnings estimate revisions.
With earnings set for a giant spike, Wall Street is betting big on Liberty Broadband.
Pivotal Research has a $94 price target on the stock, which would represent a 30% increase.
It is time to switch to Liberty Broadband and profit as Comcast's growth potential wanes.
A crisis is coming. But I've found seven companies that should continue to prosper no matter what's going on in the economy. Each one of these powerful, yet overlooked companies barely even blink when the market tumbles. And they'll skyrocket when it rebounds. You can pick up all seven for pennies on the dollar right now. Get their names here before it's too late.
The author is an independent contributor who at the time of publication owned none of the stocks mentioned.