Expecting A Strong Quarter From Central European Media Enterprises

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Central European Media Enterprises (CETV) should report robust 4Q06 growth. I am forecasting revenues to rise 17% and EBITDA to grow 22%. Strong ratings in 2H06, a return to positive comparisons in the Czech Republic, improved execution in the Czech Republic, and favorable currency comparisons support the growth profile. CETV shares are up about 15% […]

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Charter Communicaitons: Getting Better But Not Good Enough

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Charter Communications (CHTR) final 4Q06 results very closely matched the preliminary results reported on February 9th. Revenues rose 11.7% and EBITDA rose 10.3%. Revenues matched analyst expectations and EBITDA was a little ahead due to better than expected margins. A loss of 43,000 basic subs was an unexpected negative and much of the conference call […]

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