Posts by: Steve Birenberg
Lionsgate (LGF) shares are holding up much better than I expected following the company's disappointing 3Q06 performance and reduction in FY06 guidance. Therefore, I am selling the shares I own…
I was wrong on Lionsgate (LGF). Big time. The company missed its 3Q06 earnings badly with EBITDA, net income, and free cash flow all falling well short of estimates. The…
Lionsgate (LGF) reports after the close on Thursday with a pre-open conference call on Friday. Quarterly results for LGF can be quite volatile due to the vagaries of film accounting…
Despite being stalled for most of the last year, Disney (DIS) has generally trended up over the past three years, rising from the upper teens to the mid-$20s. Guess what?…
Breakup Time Warner! Univision for sale! Knight Ridder up for auction! Viacom splits in two! Clear Channel spins off its billboards and concert business! Cablevision is paying a special dividend…
I was talking with a good friend last week who runs a media-centric hedge fund. I was doing my usual rant regarding the mounds of analysis about Time Warner (TWX)…
DirecTV (DTV) shares are up about 3% in response to a solid quarterly earnings report. My key takeaway is that the street is beginning to respond favorably to the company's…
AAPL shares are set to bounce at the open following some supportive analyst commentary and the introduction of a 1G iPod nano. The new nano will be priced at $149…
Motorola (MOT) shares are set to bounce at the open on an analyst upgrade. The gains look small so far, especially against the 16% decline in the stock since 4Q05…
Disney (DIS) reported better than expected earnings with EPS coing in at 35 cents against analyst estimates taht averaged 30 cents. Estimates will go up across the board with FY06…
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