Posts by: Steve Birenberg
Viacom reported mixed 2Q09 results with adjusted EPS of 49 cents matching expectations on $3.3 billion in revenues, which were $200 million light of expectations. The revenue shortfall came from…
In response to solid 2Q09 earnings, AT&T shares are breaking out of a multi-month funk where they sharply lagged the market and peer Verizon. The results were at the high…
Apple reported another great quarter with Mac and iPhone unit sales exceeding expectations and gross margins coming in well ahead of the most bullish estimate. The stock has come a…
My friend and RealMoney.com colleague, Jordan Kahn, wrote the following preview of Apple's June quarter earnings which are due to be reported after the close tonight. Please check out Jordan's…
Earnings season for media stocks begins in earnest next week but there is still news flow that is impacting the stocks. Media stocks soared on Monday after leading last week's…
The following commentary first appeared in the "Dow of Steve" blog on SNL Kagan's subscription website on July 1, 2009. There were signs in last that the upfront market was…
I purchased CBS for most Northlake clients on July 7th. The stock has pulled back by 33% off its recovery high leaving it at a point where I think the…
For the first time since February, there has been a change on Northlake's Core and Explore ETF models. The Style model has moved to Value after spending 5 months at…
The following commentary first appeared in the "Dow of Steve" blog on SNL Kagan's subscription website on June 17, 2009. The most significant secular debate in the TV industry surrounds…
Yesterday morning on Twitter I noted that Steve Jobs was quoted in Apple's press release announcing 1 million sales of the new iPhone 3Gs. I quickly completed a scan of…
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