Posts by: Steve Birenberg
Northlake clients have owned a position in Japan via the iShares MSCI Japan Index (EWJ) for over two years. Until yesterday that is. At the open, I sold the entire…
Margin expansion should propel Disney (DIS) to another quarter of greater than 10% growth in operating income when it reports 2Q07 results after the close on Tuesday. Revenue and EPS…
Warner Music Group (WMG) reported slightly better than expected 2Q07 results with revenues of $784 million and EBITDA of $96 million both soundly beating analyst estimates. Despite the big beat…
Spiderman 3 blew away the all-time opening weekend box office brining in $148 million in domestic box office. The old record was set last year by Pirates of the Caribbean:…
1Q07 results and 2007 guidance from Central European Media Enterprises (CETV) are very positive. My bullish interpretation was further reinforced following the conference call and a quick read of the…
I covered eight media earnings calls this week in addition to closing the books on the month of April and getting fresh updates on Northlake's Market Cap and Style models.…
CBS (CBS) 1Q07 results were in line with estimates. EPS of 33 cents matched the consensus while revenues very slightly exceeded consensus. EBITDA fell a little short as margins at…
After listening to the Cablevision (CVC) conference call, my initial impression that the cable bears came away with more ammunition should have been a more balanced view. That said, the…
There were no changes to Northlake's Market Cap and Style models for May. The Market Cap model continues to flash an extremely strong signal favoring large caps. The Style model…
Rogers Communications (RG) reported another very strong quarter, continuing a string of positive news that has led to a double in the stock over the past year. EPS in US…
follow me on Twitter