Posts by: Steve Birenberg
It's been a rotten year so far for shareholders of Apple Computer (AAPL). AAPL shares have fallen almost 10% against a gain of close to 6% for the S&P 500.…
Not a lot of value added in the Liberty Media (L) 4Q05 earnings release or conference call. As expected, all of the discussion concerned operating results at QVC and Starz…
Dreamworks Animation (DWA) 4Q05 earnings were slightly better than expected, coming in at 49 cents after adjustment for two one-time items. Before adjustments, EPS were 61 cents. Consensus expectations called…
Disney (DIS) continues to act better than any other mega cap media stock. I think there are three reasons behind the good action. First, Bob Iger has clearly laid out…
One impact on the on the cable companies of the AT&T (T) - BellSouth (BLS) merger that I did mention in my previous post was wireless telephony. As has been…
As a follow-up to my earnings coverage of Central European Media Enterprises (CETV), I wanted to mention that my spreadsheet now assumes 20% segment level EBITDA growth for 2006 to…
Some observations and thoughts related to cable and media on the AT&T (T) - BellSouth (BLS) merger after reading through all the stuff that my email inbox: • I've been…
Central European Media Enterprises (CETV) reported better than expected operating results for 4Q05. Segment revenue of $173 million slightly exceeded management guidance of $171 million. Analyst estimates were generally in…
Cablevision (CVC) shares are up sharply after the company reported better than expected 4Q05 results and announced 2006 guidance for its cable division that is above current analyst estimates. As…
There were no changes to Northlake's Market Cap or style models for March. Client portfolios remain long mid caps and value, which I execute using the exchange trade funds representing…
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