Posts by: Steve Birenberg
On Friday, theflyonthewall.com, citing a report in Barron’s Online, noted that there was some meaningful insider buying at Sears Holding (SHLD) recently: A director at Sears Holding (SHLD) recently bought…
Yesterday, Merrill Lynch analyst Lauren Fine lowered her 2006 and 2007 forecasts for U.S. advertising. Lauren has been ahead of the curve this year with below consensus forecasts for advertising…
Time Warner (TWX) closed at a 52 week high yesterday. In fact, it was the highest close since January 2005. I suspect that investors are looking ahead to 2007 and…
I finally had a chance to review all of the news stories and analyst reports about the Dolan family’s latest attempt to take Cablevision (CVC) private. My conclusion is that…
NTL Incorporated (NTLI) shares have sold off the last few days, giving back most of the gains achieved after several management presentations at media conferences in the US during September.…
Newspaper industry fundamentals continue to look pretty bleak. According to Citigroup, August was the worst month so far this year for advertising growth with industrywide year over year declines averaging…
The weak growth signal given by Northlake’s Style model for September turned into a weak value signal for October. As a result, I swapped all client holdings of the Russell…
Following three straight weekly declines, the box office rose 6.6% vs. a year ago this past weekend. The weekend is actually the first one of the fourth quarter. Consequently, I…
Yesterday, in the post immediately below, I mentioned that Disney (DIS), News Corp (NWS, NWS.a), and Time Warner (TWX) were all trading at 52 week highs. Departing from the doom…
The New York Times and Goldman Sachs were both out recently with analysis of the radio industr. Commentary in both reports was generally negative, noting the lack of advertising growth…
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