Posts by: Steve Birenberg
Given the circumstances, Time Warner (TWX) reported decent 4Q08 results and provided better than expected guidance. However, to be perfectly honest, there are so many charges and related future cost…
Time Warner effectively preannounced 4Q08 results when it updated its guidance for 2008 last month. The guidance brought 2008 EBITDA to a gain of just 1% but several items were…
Northlake's Style model shifted from value to growth for February. Hopefully, it was only one month late. Last month was awful for value on a relative basis with the Russell…
My daily email from All Things Digital had an interesting tidbit on the advertising market. Procter and Gamble is the largest US advertiser and CEO A.G. Lafley was quoted as…
The Super Bowl, the biggest media and advertising event of the year is over. I don’t have any Monday Media Musings about the big game but there is still plenty…
CETV shares are approaching their November low including a 2-day drop of over 20% last Thursday and Friday. I received a bunch of emails asking for an update. CETV has…
A good friend and client is a huge Steelers fan. Being a Buffalo Bills fan I don’t know how I can stand the guy as they are probably going to…
Apple is now up about 10% this year and almost 20% from just before it reported its December quarter. I think there a few things at work and that the…
Immediately below are two comments on AT&T's 4Q08 earnings report. The first one is my immediate reaction writtne prior to the conference call. The second one is my summary of…
AT&T is projected to report EPS of 65 cents on revenues of $31.35 billion. A negative reaction to Verizon's report and some negatives that cropped up took T shares down…
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