Comcast would naturally relish ESPN and ABC, but also Disney's movie studios, consumer products, and theme parks.
What would Comcast do with Disney's theme parks? Thankfully, we never got to find out. Disney rebuffed the $54 billion all-stock offer. Disneyland is not the most Comcastic place on Earth.
However, now Comcast has a shot to do more than just play RollerCoaster Tycoon. As the owner of a 51% stake in NBCUniversal -- with General Electric
In short, it's time for Roberts to put up or shut up.
There are plenty of good reasons for him to go all-in here. Comcast's cable television business has been shedding cord-cutters during the past few quarters. Universal Orlando is also rolling. Attendance spiked 20% last year, as the opening of The Wizarding World of Harry Potter attraction drew flip-flop-wearing muggles to Hogwarts.
Investors have also been warming up to amusement park operators. Six Flags
If the price is right, Comcast would be nuts to pass on the opportunity to capitalize on the "extraordinary collection of assets" that it always wanted.
Should Comcast buy into Universal Orlando or cash out? Share your thoughts in the comment box below.
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Longtime Fool contributor Rick Munarriz loves hitting amusement parks with his family over the summer. He does own shares in Disney. He is also part of the Rule Breakers newsletter research team, seeking out tomorrow's ultimate growth stocks a day early. The Fool has a disclosure policy.