Underweight CMCSA as the structural decline is consensus-priced (forward P/E of 7x below trailing 8x confirms earnings compression), with ~3% upside to the $25.68-$26.33 resistance zone versus ~13-16% downside to $21.92 creating a decisive 1:4 asymmetric risk/reward; trim 35-40% of existing exposure at current levels ($25.40-$25.50) to capture the rally while preserving partial exposure given the genuinely-covered 5.24% dividend yield and beta 0.65 portfolio-stabilization function.