Cramer Mentions NTL and Yours Truly

Jim Cramer mentioned NTL Incorporated (NTLI) bullishly last night on Mad Money, including a mention of my analysis on StreetInsight.com that is also posted here. With Cramer putting the stock in the news, I wanted to mention that the company recently announced it will report before the open next Tuesday, May 9. Additionally, at least […]

Central European Media Enterprises: Earnings and Guidance Due Tomorrow

Central European Media Enterprises (CETV) reports before the open tomorrow. The company should also provide full year 2006 guidance and possibly comments on 2007. I am confident in the 2006 and 2007 outlook, however, I think the first quarter holds the potential to disappoint some investors and create skepticism that the full year guidance will […]

Clear Channel: Better Quarter Will Help Short-Term

Clear Channel (CCU) reported better than expected 1Q06 results led by a positive surprise in radio and continued strong growth in outdoor. CCU has easy comps in radio in 2006 and management seemed confident that current trends would hold. Consequently, I think the shares can trade moderately higher in the near-term and will continue to […]

Another Mixed Quarter For Time Warner

Time Warner (TWX) reported mixed results. The headline numbers looked real good but after adjustments it was just another quarter of mediocre growth with flat revenues and mid-single digit EBITDA growth. Free cash flow continues strong and the share buyback has been very aggressive, both of which provide near-term support for the shares and add […]