Posts by: Steve Birenberg
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…
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…
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