News broke yesterday in London that NTL Incorporated (NTLI) was again subject to takeover interest from private equity firms. Later in the day, Bloomberg reported that the company was in talks with a consortium of four private equity firms and the talks were beginning to focus on price. I covered these developments in two posts […]
While fireworks are likely in the shares of Sears Holdings (SHLD) after the company reports earnings before the open today, there has been a virtual blackout as far as research is concerned ahead of the report. There are only five EPS estimates creating the First Call consensus of $1.69. The estimates range from $1.46 to […]
The Wall Street Journal is a few days late in reporting that Carl Icahn has upped his stake in Time Warner. When this news first broke on Monday, I wrote the following brief comment for StreetInsight.com: The facts that Time Warner (TWX) is giving back most of its post-earnings pop and the lack of positive […]
There were some interesting developments in the newspaper industry yesterday. First, Nelson Peltz has filed with the SEC indicating he has an ownership stake in Tribune (TRB) of 1% of the outstanding shares. The amount is small and there is no way of knowing his intentions but it is probably fair to deduce that the […]
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