Posts by: Steve Birenberg
Time for a little mid-week Media Madness: • It appears that David Poland and I aren't the only voices proclaiming that "movie theatres are dying" is a flawed thesis. According…
The message from the 1Q07 results from Motorola (MOT) could be that the worst is over. However, you can also draw the conclusion that earnings power in 2008 remains uncertain.…
It is now official that private equity has arrived in Canada. BCE Inc. (BCE), formerly Bell Canada, has announced that is negotiations with a group of Canadian pension funds being…
Dow Jones (DJ) kciked off the 1Q07 reporting season for media compananies with better than expected performance thanks to strong ad pricing at the Wall Street Journal in March and…
Just a few hours after Monday Morning Media Madness noted that Comcast (CMCSA/CMCSK) was building some potentially valuable and underanalyzed internet assets, the following crossed my email box from theflyonthewall.com:…
Here is your Monday Morning Media Madness for April 16, 2007: • A tough comparison against a $40 million opening for Scary Movie 4 pulled the box office down 5%…
Back on April 5th, following a press release from Endeavor Acquisition Corp (EDA), updating investors on its acquisition of American Apparel (AA), I noted the news was mixed but thought…
Comcast shares are traded up sharply yesterday in a lousy tape following publication of a couple articles on Bloomberg reviewing an interview with CEO Brian Roberts. Roberts is reiterating comments…
Private equity speculation comes to Canada. More rumors about a takeout of BCE Inc (BCE), formerly Bell Canada, emerged yesterday with speculation about a buyout led by the Ontario Teachers…
Sam Zell's ESOP driven takeover of Tribune (TRB) is being met with a lot skepticism by the mainstream business press and newspaper industry observers. The gist of the skepticism is…