Posts by: Steve Birenberg
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.…
Morgan Stanley (MWD) downgraded NTL Incorporated (NTLI) from buy to hold yesterday leading to a decline in the shares. Sitting out the market's big turnaround lifted my frustration with the…
SBS Broadcasting (SBTV) shares have been acting very well recently, making a 52-week closing high on Monday. On Friday, Bear Stearns wrote about SBTV for the first time in many…
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