Posts by: Steve Birenberg
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…
Ahead of Monday's earnings report, shares of Regal Entertainment (RGC) are within 1% of their 2006 high and up almost 9% so far this year. Given the $1.20 annual dividend,…
"A looming capacity expansion in hotel rooms and casino space, rising gas prices, an uptick in airfares, the possible peaking of the Las Vegas residential real-estate market, and the ongoing…
Comcast (CMCSA/CMCSK) reported another strong quarter with most key financial and subscriber measures beating estimates. On top of similar strength in 1Q, management is raising guidance. Revenue growth in the…
E.W. Scripps (SSP) shares should rebound after the company reported better than expected 2Q06 EPS and provided guidance in line with current expectations. Most importantly, guidance for 2H06 advertising growth…
NTL Holdings (NTLI), have been under severe pressure lately due investor fears about the intense competitive environment for broadband in the UK. As the largest cable company in the UK,…
Apparently, Motorola (MOT) believes its stock price is too cheap. The company just announced that it will complete its prior $4 billion, three year repurchase plan 2 years ahead of…
After 17 days in theatres, Pirates of the Caribbean: Dead Man's Chest is the fastest grossing film in history. The movie remains comfortably on track to produce better than expected…
Apple Computer is trading off over 1% pre-market due to Dell Computer’s ugly preannouncement. While the health of the PC market is clearly in question, I would note this from…
My friend Jeff Bagley did his usual great job covering the Apple Computer (AAPL) earnings release and conference call. I fully endorse his bullish view but since I've written extensively…
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