Posts by: Steve Birenberg
Clear Channel (CCU) reported better than expected 1Q06 results led by a positive surprise in radio and continued strong growth in outdoor. CCU has easy comps in radio in 2006…
Time Warner (TWX) reported mixed results. The headline numbers looked real good but after adjustments it was just another quarter of mediocre growth with flat revenues and mid-single digit EBITDA…
There were no changes to signals from Northlake's Market Cap or Style models for May, which continue to flash Mid Cap and Value. Consequently, the positions used to implement these…
Time Warner (TWX) shares have firmed up recently as investors are taking a more optimistic view of its most important division: Cable. Yes, that's right, cable. Despite all the focus…
My idea to buy Lionsgate (LGF) in anticipation of a ramp in the stock ahead of today's opening of Akeelah and the Bee has provided only a 2% return. Not…
I used yesterday's early weakness in the market and in the shares of Regal Entertainment (RGC) to initiate a meaningful though not quite full position. The headline numbers looked like…
Comcast (CMCSA/K) reported better than expected results. Across almost every important financial and subscriber metric, the results were at the high end of expectations or better than expected. This just…
I remain bullish on CMCSA which reports before the open tomorrow. I think investors are slowly coming around to my thesis that financial performance over the next year or two…
CBS (CBS) reported better than expected 1Q06 earnings. The shares are not responding indicating that strength in the stock over the last few days anticipated the results. Also, CBS did…
It wasn't that long ago when almost everyday I was reading an article or a piece of research talking about the death of the movie business. Long-term decline in the…
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