Cable Networks Growth Is Slowing

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I have been bearish on stocks with heavy exposure to the cable networks business due to concerns that growth was slowing dramatically while the industry was accorded a significant premium valuation. Last Thursday’s positive surprise from Viacom (VIA) and stronger-than-expected July revenue report from E.W. Scripps (SSP) is a strong challenge to my thesis, so […]

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Another Good Weekend For The Box Office

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The weekend box office was up again, making it four straight weekends. Eight of the last nine weeks have also been up so the summer continues to shape well as it winds down. This past weekend was up 5% from a year ago as lots of films did well. Talladega Nights held the top for […]

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