Posts by: Steve Birenberg
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…
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…
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