Posts by: Steve Birenberg
Apple reports its March quarter next week. The stock sits near its 2009 high, up about 40%. Each time the stock has pulled back buyers show up and take it…
I have been following advertising forecasts closely for many years. I have long thought that Zenith Optimedia provided some of the best forecasts and had the most insights into big…
SNL Kagan has an article out today discussing the potential upgrade to 4G wireless networks. The article quotes a recent forecast from Cisco Systems (CSCO) with some astonishing statistics: •…
The box office boom continues. The top 12 films were up 61%. Led by Hannah Montana The Movie, a reasonable hold Fast and Furious, and good hold for Monsters vs.…
Discovery Communications (DISCA) has been one Northlake's best performing stocks. The stock was purchased in mid-September prior to the market crash at $16.50. Today, I trimmed the position across most…
Pretty much everyone is now expecting a June introduction of a new iPhone model. Most people expect an upgrade to the 3G but a few hold out for a second…
AT&T has been lagging a bit the last few days, especially today. Telecom in general has had a tough time. I think worries over wireless competition amid slowing subscriber growth…
One of the things necessary to turn the GDP numbers is a change in production schedules of factories. At first, all that will occur is a cessation of the cuts…
I've written catuious commentary since Monsters vs. Aliens opened to $59 million in North America, in line with analyst estimates. The second weekend saw a drop of 45%, which is…
The box office boom is clearly a plus for theater owners how collect about 45% of ticket revenues and get more high margin concession sales. For studios, the boom is…
follow me on Twitter