Posts by: Steve Birenberg
Rogers Communications (RG) preannounced solid subscriber results that should be supportive of a good quarter when the company reports full EPS after the close on Thursday. There aren’t many estimates…
One of the comparables I used in my thus far successful purchase of NII Holdings (NIHD) was Millicom International (MICC). NIHD offers wireless telephone service in Mexico, Brazil, Argentina, Peru,…
Lionsgate (LGF) reported a good quarter. EPs of 19 cents matched estimates, while revenues of $255 million did not fall materially short of the $258 million consensus. Free cash flow…
Tribune (TRB) reported slightly better than expected 4Q06 earnings with adjusted EPS coming in at 65 cents against a consensus estimate of 61 cents. Revenues also come in ahead of…
Disney (DIS) reported much better than expected 1Q07 earnings with EPS coming in at 50 cents against a consensus estimate of 39 cents. Revenues were also better than expected at…
Technical difficulties prevented me from listening to the DirecTV (DTV) 4Q06 conference call. The following comments are based upon the press release and initial analyst comments made before the call…
Box office comparisons should ease this coming weekend with the fourth installment in the very popular Hannibal Lecter series but the big news this week for Regal Entertainment (RGC) will…
Both of the models in Northlake's ETF rotation strategy sent new signals for February. The market Cap model shifted from Mid Cap to Large Cap and the Style model shifted…
Comcast (CMCSA/CMCSK) reported 4Q06 results that were very close to extremely high expectations. Guidance for 2007 is also very close to current analyst expectations with the notable exception that 2007…
Time Warner (TWX) reported 4Q06 results that were very close to analyst estimates across the board. There don't appear to be any surprises in the overall results or at the…
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