Posts by: Steve Birenberg
The real excitement surrounding 3Q06 earnings from Disney (DIS) will concern how it impacts the outlook for FY07. Despite strong fundamentals and consistent double-digit growth, DIS shares have stalled over…
I’d classify the 2Q06 earnings and conference call from NTL Incorporated as mixed. Mixed is not quite good enough for the short-term as that means there some issues. For NTLI…
I didn’t get a chance to do a formal review of 2Q06 earnings from Regal Entertainment (RGC) due to my PC crash. The shares had a well deserved sell-off following…
NTL Incorporated (NTLI) reports tomorrow morning. This stock has been my personal Waterloo but I think that investors are overly pessimistic especially in light of the significant free cash flow…
Lionsgate (LGF) reports its 1Q07 on Wednesday after the close. With the key theatrical releases coming this fall and winter, LGF is looking at a backend loaded year so investors…
Time Warner (TWX) shares have responded well to 2Q earnings, regaining much of the losses since early July. However, the shares still remain well below the $17.50 level of early…
After much gut-wrenching action and analysis, I decided to take profits on Motorola (MOT) after owning it in most client accounts for almost two years. The stock has rebounded from…
Central European Media Enterprises (CETV) reported solid 2Q06 results, comfortably matching my expectations. As usual, the composition of results was a little different than what I expected but the bottom…
Due technology issues the following post is being added now even though it was written over 24 hours ago 2Q06 will be a tricky quarter to analyze for Central European…
CBS Corporation (CBS) reported 2Q06 results very close to expectations and reaffirmed guidance for 2006. Nevertheless, the shares are dropping sharply. I think there could be two reasons for the…
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