Disney (DIS) reported strong 4Q06 earnings. EPS of 36 cents compared to a rising 33 cent consensus and revenues of $8.8 billion were ahead of the consensus estimate of $8.7 billion. Segment level results were as good as or better than expected across the board with particular strength in Studio Entertainment and Theme Parks. Despite […]
Despite the extremely negative stock price action, I found Central European Media Enterprises (CETV) Q06 earnings report to be quite good. Good enough, in fact, to use the weakness to add CETV to some brand new accounts. I have spoken with company, several street analysts, and one of the major shareholders and all agree that […]
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