Cablevision (CVC) should report another strong quarter before the open on Tuesday. Analyst are estimated growth in the mid to upper teens for revenues and EBITDA in the company’s Telecom division. Consolidate growth will be a little less as the company’s programming assets and New York City properties will grow at a modestly slower rate. […]
Despite a weaker than expected opening for Mission: Impossible III, the weekend box office rose 24% against easy year ago comparisons. Based on the data I use from BoxOfficeMojo.com, the box office is up more than 6% so far this year. With price increases running at less than 5%, this implies that attendance is growing […]
Disney (DIS) reports its 2Q06 after the close on Tuesday. Consensus calls for 31 cents against 32 cents a year ago. DIS has forecast a backend loaded year leading to a fourth straight year of 10% growth. The shares have acted well all year so there is little concern about the flat year-over-year growth forecast […]
NTL Incorporated (NTLI) shares have held onto most of their gains following the early March closure of the company’s merger with Telewest. Since that time, the company has also formally announced its merger with Virgin Mobile that is schedule to close in June. NTLI reports tomorrow and the focus will be on cost reductions related […]
The company’s 2006 guidance is actually quite a bit below my prior expectations due to a complete restructuring at TV Nova in the Czech Republic and higher than expected losses at the start-up in Croatia. These two negative factors are partially mitigated by continued outstanding growth in Romania and Ukraine where results in 1Q and […]
Office
20 N 3rd Street
Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
