Posts by: Steve Birenberg
I am working a longer comment on CETV, probably to be posted on Monday, but given the crazy trading following yesterday's earnings report and conference call I wanted to offer…
My thesis on Dreamworks Animation fell apart when the company reported 2Q results after the close on Tuesday. While I understand the 10% decline in the stock, I think it…
I began to sell Northlake's position in Rogers Communications last week ahead of its earnings report. I thought the report would be OK but given growing signs of slowing growth…
What a difference a day makes! After Tuesday brought nothing but bad news for wireless investors, NII Holdings (NIHD) reminded us that there can still be winners in the group.…
Listed below is my live commentary which was posted on RealMoney.com from last night on Apple from before and during the conference call. Without reviewing analyst commentary from the morning…
It's been kind of hard to miss the news on the record breaking opening of The Dark Knight but I'll try to put my usual Wall Street spin on the…
I expect less positive surprise than usual for Apple when they report June quarter earnings tonight. But barring a major blowout or an unexpected miss, it is the guidance for…
Time Warner shares have enjoyed an above average 9% rebound over the past two days since reports surfaced that the company appears to be more aggressively seeking a new ownership…
Central European Media Enterprises shares continue to sink as investors fret about economic conditions in its markets, Romania and Ukraine in particular. Volume has picked up over the last few…
Last weekend, the #1 film came from NBC Universal (I wrote up NBCU and its impact on parent General Electric on Monday). Hellboy 2: The Golden Army had a strong…
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