Posts by: Steve Birenberg
With cash building in client accounts as winning trades were being harvested, I have been looking for a new idea to add to portfolios. I've picked up the hunt for…
I was so busy last week at the UBS Media Conference that I failed to get up a post informing clients that I trimmed positions in Central European Media Enterprises…
The only presentation I heard from Disney (DIS) at last week's UBS Media Conference came from George Bodenheimer, who heads up ESPN. The story at ESPN is excellent with double…
Here are some brief notes summarizing individual company meetings I attended at last week's UBS Media Conference in New York. Please make sure to read this post in conjunction with…
"It's a real mess." Mark Cranmer, who runs international for the big ad buying firm Starcom MediaVest, is describing where the advertising supported industries are in trying to determine how…
I woke up Sunday morning to learn that NTL Incorporated (NTLI) will be merging with Virgin Mobile, according to numerous sources in the British and American press. It appears this…
There were no changes to the signals from Northlakes Market Cap and Style models for December. The signals remain mid cap and value, respectively. Therefore, clients continue to own the…
The big news this week in media is the announcement that the FCC appears to have changed its mind and is now supporting requiring the cable TV industry to offer…
On Monday, I trimmed client positions in Apple Computer (AAPL). The reasoning was similar to the decision to sell in September when the stock first crossed $48: maintain discipline and…
Central European Media Enterprises (CETV) shares will pop sharply on the open and likely be volatile for a couple of days because Jim Cramer mentioned it as a buy on…
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