Posts by: Steve Birenberg
Tribune (TRB) shares had a big pop last Tuesday after the company announced results of its dutch auction. There was no follow-through since then and the shares are trading just…
The Univision (UVN) auction came grinding to an end with announcement that the company would be sold for $36.50 per share or $12.3 billion. The private equity financed buyers will…
Newspapers companies presented to analysts last week in the annual mid-year review. I did not attend the meetings or listen in on any webcasts but I did review several summary…
If my bullish thesis on the summer box office is to come to fruition, it should be evident over the next few weeks with the back to back openings of…
On Monday morning, UBS Cable Analyst Aryeh Bourkoff hosted a conference call with Stephen Burch, CEO of NTL Incorporated (NTLI). I thought the call went well although the stock went…
The box office was up for fifth consecutive weekend, led by a solid second weekend for Cars and respectable openings for three new films: Nacho Libre, Fast and Furious Tokyo…
So far, the results of the upfront selling season for network TV advertising have been slow. The upfront occurs every May and June when the broadcast and cable networks introduce…
One of the theories behind breaking up Tribune (TRB) is that the broadcast television assets are worth a significant premium to the current valuation of TRB shares. Recent TV station…
On Thursday, LionsGate Entertainment (LGF) reported mixed 4Q06 results and announced 2007 guidance which was inline with expectations. The shares are responded well initially, rising more than 3%. After almost…
Earlier this week, the 1Q06 GDP report in Japan was revised. Several statistics noted in this Bloomberg article article discussing the report support my bull case on Japan. GDP grew…
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