Posts by: Steve Birenberg
Endeavor Acquisition Corporation (EDA) announced that the deal to purchase American Apparel (AA) will proceed. AA met the requirement that 2006 earnings before interest, taxes, depreciation and amortization (EBITDA) be…
For the second consecutive month there were no changes to Northlake's Market Cap and Style models. The signals are still flashing large cap and value. As a result, in the…
Central European Media Enterprises (CETV) shares had an outstanding first quarter, gaining 26.4%. Part of the gains recouped a $5 decline from mid-November through year end, a bullish period for…
Here is your Monday Morning Media Madness in honor of tonight's final game of March Madness. • Is anyone else bored by the prospect of another national title game between…
As mentioned in my overview of the 2007 Prudential Midwest Media Day, I came away from my meeting with Disney (DIS) with increased confidence in the outlook for March quarter…
I spent Tuesday at Prudential Securities Midwest Media Day. This is a great conference using a unique format combining very small group discussions with one-on-one meetings. Over the course of…
The market had its best week since 2003. The weekend is 75 degrees and sunny in Chicago. Same forecast for today. All the windows are open creating the perfect sleeping…
The underwriters of the National Cinemedia (NCMI) IPO launched coverage this week. NCMI is the largest company in the rapidly growing cinema advertising industry and is 22% owned by Regal…
In yesterday's Media Madness post on the Northlake Capital Management home page, I mentioned that Reuters stated that 40% of sub prime loans had been made to Hispanics. This had…
A few small items in the media world that are cluttering up my desk: • Last week FCC Chairman Kevin Martin appeared before Congress for the first time since the…
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