Posts by: Steve Birenberg
I'll bet you would be shocked to learn that there is a media stock trading above its mid-September, pre-crash levels. It's true. Discovery Communications (DISCA) is up about 5% thanks…
I was hoping for a stronger defense by the analyst community after NIHD fell 18% yesterday following pre-announcement of lower than expected 1Q09 subscriber growth. The stock caught two downgrades…
The WSJ is reporting that TWX has asked bondholders for consent to amend covenants. The amendments essentially switch collateral on the bonds from AOL to HBO. The idea is to…
NIHD is down 19% after announcing its 1Q subscriber figures. The numbers were below expectations and the company lowered its full year subscriber forecasts. Especially troubling was weakness in Mexico,…
The box office boom kicked into top gear this weekend as Fast and Furious opened to $72.5 million, shattering expectations and the prior record for April. According to BoxOfficeMojo.com, the…
On Thursday the Wall Street Journal ran a major story discussing how the Hollywood studios are trying to cut back on the huge payouts to movie stars. David Poland of…
I sold all the shares clients received last week in Time Warner Cable (TWC) as a dividend from Time Warner (TWX). For each share of TWX owned prior to the…
There were no changes this month to Northlake's Market Cap and Style models. The signals remain small cap and growth. As a result, within the index rotation portion of client…
I am very pleased to announce that SNL Kagan, by far the industry leader in independent reporting and analysis on the media and communications industries is debuting a new blog…
Monsters vs. Aliens met expectations with an opening weekend gross of $58.2 million. The box office also benefitted from a surprisingly strong opening for The Haunting in Connecticut. With these…
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