Posts by: Steve Birenberg
Central European Media Enterprises (CETV) presented on Monday morning at the 36th Annual UBS Media and Telecom Conference in New York City. The presentation appears to be contributing to a…
On Friday, December 5th, I purchased AT&T for Northlake clients and in my personal accounts. The following commentary appeared on RealMoney.com on December 3rd when AT&T was about $2 higher…
There are no changes to Northlake's Market Cap and Style models for December. I continue to own Small Cap (IWM/IJR) and Value (IWD/IVE) for personal and client funds . As…
Time Warner (TWX) is one of the world's leading entertainment companies. The company owns AOL, 84% of Time Warner Cable (TWC) , Warner Brothers, HBO and a leading stable of…
Discovery Communications (DISCA) is one of the world's largest providers of cable networks, with projected 2008 revenue in excess of $3.4 billion. The company operates over 100 channels around the…
The market has just been brutal. I have incorrectly thought the whole way down that stocks were reflecting a worse economic reality than was likely to occur. Obviously, this view…
This will be the first in a new series of columns I will write titled "Why You Should Own..." The first stock is Dreamworks Animation (DWA) . DWA is currently…
It is embarrassing to write about Central European Media Enterprises (CETV) given that I have owned it for Northlake clients and bought more and spoke positively about it all the…
Yesterday, late in the day upon returning from a tech conference my RealMoney.com colleague Bob Faulkner wrote, " Now the bear in me will say they just haven't seen it…
After sharp sell-off earlier this week, Dreamworks Animation shares reversed hard yesterday and are up again today even as the market trades to its daily lows. I got long DWA…
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