Posts by: Steve Birenberg
If there were an equation that measured media and analyst coverage vs. stock price volatility, Time Warner (TWX) would probably produce an answer nearing infinity. Dare I say a google.…
While Knight Ridder's earnings report was sloppy with weak December trends, I am surprised the shares would trade down 2% given that the investment case is totally controlled by the…
Lionsgate (LGF – recently renamed from Lions Gate Entertainment) announced the sale of its studio production facilities in Canada for $36.1 million. To be honest, I did not even realize…
The weekend box office saw the top dozen films gross 5% less than a year ago but with the final weekend in January in the books, Hollywood has to be…
It is hard to add value on the Disney-Pixar transaction. I received a dozen virtually identical analyst reports and CNBC was basically DisneyPixarVision for two days. I do want to…
It would be very surprising if anything of substance came from the earnings release and conference for the 4Q05 report by Knight Ridder (KRI). First, the company is in the…
Gannett (GCI) shares are rallied strongly, up about 3%, following the company's fourth quarter earnings report issued before the open on Friday. The action is similar to the response to…
Gannett (GCI) wraps up a busy week of newspaper earnings on Firady before the open. Consensus for the fourth quarter calls for EPS of $1.41 and revenue of $2.0 billion.…
I have no real complaints with the earnings report or conference call from Dow Jones (DJ). The report and guidance commentary is inline with evidence of upside potential to the…
Lionsgate (LGF-the company recently renamed itself Lionsgate) announced the sale of its studio production facilities in Canada for $36.1 million. To be honest, I did not even realize the company…
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