Posts by: Steve Birenberg
SBS Broadcasting(SBTV) reported excellent first quarter earnings on Monday. Driven by better than expected organic revenue growth in the company's television operations, EBITDA exceeded estimates coming in at 8.1 million…
Disney (DIS) reported strong quarterly earnings earlier this month and the follow-up conference call confirmed operating trends remain excellent across the entire company. The shares sold off a bit when…
CETV announced last night that they will hold a follow-up conference call tomorrow morning to clarify 2005 guidance provided on the first quarter results conference call held on May 10.…
Lions Gate Entertainment (LGF) is the largest independent motion picture studio. The company also produces television shows and owns a library of over 6,200 films and 1,800 television episodes. LGF…
The updated monthly signals from the market capitalization and style (growth vs. value) indicators showed no change for May. The models still favor large cap and value. Since these models…
Last week, I initiated a position in Walt Disney (DIS) based on the company's strong operating momentum and identifiable catalysts. Among the several catalysts I mentioned was the upfront market,…
One of the reasons I like Disney (DIS) is that it has strong fundamental operating momentum with identifiable catalysts. One catalyst is the upfront network television advertising market that gets…
Disney Investment Thesis: Strong fundamentals with identifiable catalysts make DIS the choice among big-cap entertainment stocks despite its premium valuation compared to its peers. I've been very close to taking…
Beginning with the first quarter of 2004, Motorola (MOT) has reported five consecutive quarterly earnings reports that have matched or exceeded Wall Street estimates. Unfortunately, MOT shareholders have gone largely…
Central European Media Enterprises (CETV) looks set to complete its financing this week for the acquisition of TV Nova, the largest and most successful television broadcaster in the Czech Republic.…
follow me on Twitter