Posts by: Steve Birenberg
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…
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…
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