Posts by: Steve Birenberg
While fireworks are likely in the shares of Sears Holdings (SHLD) after the company reports earnings before the open today, there has been a virtual blackout as far as research…
The Wall Street Journal is a few days late in reporting that Carl Icahn has upped his stake in Time Warner. When this news first broke on Monday, I wrote…
There were some interesting developments in the newspaper industry yesterday. First, Nelson Peltz has filed with the SEC indicating he has an ownership stake in Tribune (TRB) of 1% of…
I have been bearish on stocks with heavy exposure to the cable networks business due to concerns that growth was slowing dramatically while the industry was accorded a significant premium…
The weekend box office was up again, making it four straight weekends. Eight of the last nine weeks have also been up so the summer continues to shape well as…
This note was originally written and published on StreetInsight.com on August 2nd. With all the trauma from my the complete crash of my pirmary PC on July 30th, I forgot…
Disney (DIS) reported much better than expected 3Q06 EPS. EPS of 53 cents easily beat consensus of 44 cents (3Q EPS were aided by 1-2 cent accounting benefit). Revenues were…
Yesterday saw earnings releases from Cablevision (CVC), Charter Communications (CHTR), and DirecTV (DTV) allowing investors to take a snapshot of the current competitive environment in multichannel TV. I think these…
By recent standards, Lionsgate (LGF) reported a very routine quarter. There was little excitement in the numbers, full year guidance for March 07 was affirmed, and analyst questions on the…
A new study by McKinsey & Co., highlighted at AdAge.com, does a good job of explaining why television advertising is facing such strong growth headwinds. The key pull quote from…
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