Posts by: Steve Birenberg
E.W. Scripps (SSP) shares are deservedly down sharply following poor 1Q07 guidance issued in association with its 4Q06 earnings report. A re-evaluation of the prospects and valuation for the company's…
Verizon (VZ) reported solid 4Q06 results, closely matching analyst estimates is most key areas. VZ is a huge company with lots of closely followed metrics so there are always some…
After reading through a lot of analyst comments about Apple's earnings, I think I captured the general consensus well with my follow-up piece. Most analysts agree with my bullish view…
Keep on eye out for some negative publicity that could hit Comcast (CMCSA/K) in the next few weeks. Sinclair Broadcast Group (SBGI) and Comcast are getting close to the drop…
Late last year, I sold my position in Sears Holding (SHLD) on the basis that I no longer had an edge in analyzing the shares. I am willing to buy…
I am not a trader and Northlake's investment strategy is designed to outperform on a relative basis so whether the market goes up or down is a little less important…
Credit Suisse had an interesting report earlier this week about the radio industry that has broader implications. The thesis was that radio operators should establish signficant quarterly dividends as the…
I know tech is very weak today so it might not make sense to read too much into it but Motorola (MOT) is giving up its Friday gains pretty quickly…
My colleague at StreetInsight.com, Chris Atayan, made a really good point that the failed Tribune (TRB) auction shows that private equity isn't a cure for everything. I think another conclusion…
Apple (AAPL) shares continue to pull back sharply following release of the company's latest quarterly earnings report. I remain surprised by the size of the pullback as well as the…