Posts by: Steve Birenberg
Northlake's Market Cap model completed its transition for July by flashing a large cap signal for the first time since June 2005. As a result, I sold all remaining mid…
July 4, 2006 was a pretty good weekend for the domestic box office, making it seven straight up weekends against the easy 2005 comparisons. With the most anticipated movie of…
Analysts are predictably defending Apple Computer (AAPL) on last week's news that the company is caught up in an options backdating scandal. Merrill Lynch did a good analysis showing that…
News broke last week that Microsoft (MSFT) won't have a fresh operating system or a fresh update to Office for the Christmas selling season. On the other hand, all indications…
I read a post on Henry Blodgett's blog about two weeks ago alluding to the major layoffs at America Online (AOL). I do not know the writer, but I have…
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…
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