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 box office is conventional wisdom these days, so it might come as a surprise for you to learn that so far in April, the domestic […]
Since their debut at the beginning of January, CBS (CBS) shares have generally trended lower due to concerns over the company’s long-term growth rate and how it intends to use its cash flow. Ahead of its 1Q06 earnings report tomorrow morning, the shares are trading at 15 times 2006 estimated EPS and less than 8 […]
E.W. Scripps (SSP) reported better than expected 1Q06 earnings. The shares are adding another $1 onto yesterday’s gains of $1. Whoever was buying yesterday in anticipation of a good report is being rewarded. I think the gains over the last day and a half will hold but I believe upside is limited due to SSP’s […]
I am leaning more bullishly on the shares of E.W. Scripps (SSP) ahead of its 1Q06 earnings due tomorrow before the open although my recent visit with the company at Prudential’s Midwest Media day slightly dampened my enthusiasm. I’ve always liked SSP but I have been out of the stock for a couple of years […]
There could be some excitement around Lionsgate (LGF) this week ahead of Friday’s opening of Akeelah and the Bee. LGF shares received a boost last year when Starbucks (SBUX) announced it had selected the film as its first entry into the movie business via in-store promotion. I think it is possible that LGF could trade […]
I believe the reason why the AAPL earnings report was initially greeted with enthusiasm was better than expected Mac sales. Since it’s AAPL and overly analyzed and picked apart by shorts, longs, analysts, investors, and day traders, there is lots of noise today about the future growth rate of iPods and the retail stores. However, […]
Apple reports it second quarter earnings for the period ending March 31, 2006 in less than two hours. The stock is likely to have a signficant reaction to the earnings and to the guidance the ocmpany provides for its June quarter. I am very confident that Apple shares will agian trade up sharply before the […]
I didn’t like what I read in Motorola’s press release or heard on the conference call. I am now looking for an exit price. However, I think the decline so far today is too severe relative to my concerns and to my view of the Street’s analysis of the quarter. Consequently, I plan to sit […]
Newspaper companies are among the first to report each quarter. As of today, most of the companies have reported. In the “Continue Reading” section linked below, I have posted a series of notes beginning with a preview and including summaries of the reports from Gannett, New York Times, Tribune, and Dow Jones. I entered the […]
Motorola (MOT) reports after the close tonight. The stock has rebounded strongly in recent weeks as analysts have grown more optimistic about global handset growth in 2006 and MOT’s growth in the first quarter. Concerns remain about second half growth as comparisons are tough, the network division continues to struggle, and loss of high margin […]
