The box office had an excellent weekend with the top then films grossing 15% above year ago levels and 16% above the 2004 level. The strength was driven by both a blockbuster opening and good depth. Given the overwhelmingly negative sentiment about the box office, the strength will come as a surprise to many, and […]
Last week, a fellow contributor to Street Insight, Jeff Bagley, noted via his personal experience how powerful Verizon’s all fiber strategy will be in the competition for broadband subscribers. I can’t really argue with his opinion but I do think that for the time being that news is deeply discounted in Comcast (CMCSA/CMCSK) shares. For […]
Motorola (MOT) shares reacted very poorly to the company’s 4Q05 earnings report and 1Q06 forecast. My thoughts on the report are in the “Continue Reading” section. Those comments are an exact reporduction of what I posted on Street Insight and were written during and immediately after MOT’s conference call on Thursday afternoon. With the benefit […]
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