Posts by: Steve Birenberg
Apple Computer (AAPL) reports after the close tonight. Consensus expectations call for revenues of $3.34 billion and EPS of 31 cents. Consensus is above management guidance of $3.25 billion and…
Just a brief note to let everyone know that I sold half of client and personal holdings in Sears Holdings as the stock crossed $160 on Tuesday afternoon. I still…
Fresh signals for July for the Market Capitalization and Style models led to some trades in clients accounts on July 1st. The Market Cap model shifted from a weak large…
Below expectation sales of DVDs of The Incredibles coming on the heels of a much larger shortfall for Shrek 2 have accelerated already brewing concerns about DVDs as a growth…
Several recent news stories have noted that SBS Broadcasting's (SBTV) TV stations in the Netherlands are facing a new competitor as Dutch media mogul Jon de Mol launches his own…
Apple shares have struggled for the last few months due to fears of slowing demand for iPods due to competition. Yesterday, those fears got some fuel when the supplier of…
There is some potentially positive news out of the Czech Republic for Central European Media Enterprises (CETV). Yesterday, the Czech parliament passed a law that will gradually phase out TV…
LGF reported earnings for its fourth fiscal quarter of 2005 ending March 31, 2005 last night and conducted a conference call this morning. Overall, I found the results to be…
I bought shares in Sears Holdings (SHLD) (formerly KMart) on Monday for the first time in six months following the sharp pullback in the stock after the company reported first-quarter…
Following comments on the last quarterly conference from Bob Iger, speculation has increased that Disney (DIS) may be looking to sell its radio stations and the ABC Radio Network. Recent…
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