Posts by: Steve Birenberg
For February, Northlake's Market Cap model continued to flash a Mid Cap signal as has been the case for every month beginning in September 2005. As a reminder, this model…
Disney (DIS) reports after the close on Monday. Due to timing issues and a tough comparison in home video, the quarter is expected to show a year-over-year decline in EPS…
E.W. Scripps (SSP) shares are responding very favorably to the company's 4Q05 earnings report. I think three factors are at work. First, EPS came in above expectations at 54 cents…
Comcast (CMCSA/K) reported 4Q05 earnings that were pretty much inline across all metrics. Revenue exactly hit estimates, EBITDA might be considered light but that is certainly not the case if…
Time Warner (TWX) reported 4Q05 earnings pretty much inline with expectations with revenue and EBITDA both coming in very close to analyst estimates. As usual, the mix at the segment…
E.W. Scripps (SSP) reports before the open on Thursday. The company preannounced a shortfall late last year related primarily to continuing disappointing results at the Shop At Home division. Therefore,…
Comcast (CMCSA/K) reports before the open on Thursday. So far in 2006, CMCSA has risen 7.5%. I think this sets up a big move in the stock off the earnings…
Crash won nominations for Best Picture, Best Director, Best Supporting, Best Screenplay, Best Editing, and Best Song in the Oscar nominations announced this morning. While the investment implications are extremely…
A couple of quick follow-ups to my Weekend Box Office Update that support my bullish trading bias on Lionsgate (LGF). First, this weekend's Barron's contained positive commentary on LGF in…
Over on Street Insight, my fellow contributor Jeff Bagley and I have been tag-teaming the defense of Apple Computer (AAPL) since the company reported its December quarter EPS. We were…
follow me on Twitter