Posts by: Steve Birenberg
Both Northlake's Market Cap and Style models sent new signals for November. The Market Cap model moved from large cap to mid cap and the Style Model went back to…
Time Warner (TWX) reported 3Q06 results that were largely inline with consensus estimates. The shares initially traded down about 2% on a sell the news reaction with investors likely focusing…
I haven’t written much about Lionsgate (LGF) since my ill-timed sale this spring when the shares were 25% lower. Obviously, I am annoyed at the poor timing of my sale…
Buyout news makes the 3Q06 report this morning from Clear Channel (CCU) pretty irrelevant as far as the stock price is concerned. Nevertheless, as a leading media industry company, the…
Regal Entertainment (RGC) reported better-than-expected third-quarter 2006 earnings. Revenue of $675 million rose 7.5% ahead of the consensus estimate of $650 million. Good performance on expenses allowed the incremental revenue…
In what will likely be its final quarter as a public company, BellSouth (BLS) reported solid quarterly earnings beating estimates on the back Cingular and revenue and margin upside in…
AT&T (T) reported adjusted 3Q06 EPS of 63 cents, ahead of the 58 cent consensus estimate. 2 cents of the upside was widely expected following the strong earnings report from…
Newspaper stocks rose strongly yesterday after the Wall Street Journal reported that private equity groups were showing an active interest in Tribune (TRB). On its earnings call last week, TRB…
Yesterday my colleagues at theStreet.com, Jim Cramer and Cody Willard wrote opposing opinions about the attractiveness of investing n cable stocks. I have been bullish on cable and Cramer even…
I think the money quote from last Thursday's widely discussed article on steep cost cutting at NBC Universal came from Bob Wright: “As we reprioritize ourselves toward digital, we’ve got…
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