Takeover Rumors for SBS Broadcasting

Several recent news stories have noted that SBS Broadcasting’s (SBTV) TV stations in the Netherlands are facing a new competitor as Dutch media mogul Jon de Mol launches his own channel. The Netherlands is 20% of SBTV so this is something to watch. Interestingly, a research report out of Europe today references other news stories […]

Holding Apple Despite Concerns

Apple shares have struggled for the last few months due to fears of slowing demand for iPods due to competition. Yesterday, those fears got some fuel when the supplier of flash memory drives for the the iPod Shuffle dramatically lowered its current quarter sales outlook. This has led investors to believe there may be too […]

Potential Boost for CETV in Czech Republic

There is some potentially positive news out of the Czech Republic for Central European Media Enterprises (CETV). Yesterday, the Czech parliament passed a law that will gradually phase out TV advertising on the two government-owned stations. It is not certain that this law will ultimately go into effect. However, if it does it is a […]

Lions Gate Reports Strong Quarterly Earnings

LGF reported earnings for its fourth fiscal quarter of 2005 ending March 31, 2005 last night and conducted a conference call this morning. Overall, I found the results to be excellent, easily supporting the current valuation on the shares. Revenues were very strong reflecting the success the company had at the box office in the […]