Posts by: Steve Birenberg
Disney reported 4Q07 EPS of 42 cents adjusted for a tax benefit compared to consensus of 41 cents. Revenues of $8.93 billion matched the $8.98 million consensus. Comparing the segment…
In the midst of the carnage yesterday, Northlake had one winner: Endeavor Acquisition Corporation (EDA). EDA is in the final stages of completing its acquisition of privately held American Apparel,…
Last weekend, the domestic box office broke a long slump with receipts rising for the first time in six weeks. American Gangster provided the oomph bringing in a better than…
Disney is expected to report strong 4Q07 financial performance capping another great year. For 4Q, consensus calls for EPS of 42 cents, up 17%, on revenues of $9 billion, up…
Time Warner reported a solid quarter, ahead of analyst estimates. However, 2007 guidance was maintained suggesting that the 4Q will be weaker than expected. At the same time, segment results…
Looks like a real good quarter for News Corporation. Results for 1Q08 are ahead of expectations. This should be very comforting for shareholders as the year was supposed to backend…
There were no changes to the signals from Northlake's Market Cap and Style models for November. Large cap and growth remain favored over small/mid cap and value. There was some…
Rogers Communications reported another excellent quarter with revenues, EBITDA, EPS, and free cash flow rising 13%, 26%, 61%, and 91%, respectively. These figures were at the high end of analyst…
Given the proximity of Central European Media Enterprises (CETV) annual analyst meeting on October 19th to the third quarter earnings report, I figured there would not be much new news…
Not much to say about Regal Entertainment's third quarter earnings report. Given the well-chronicled strength in the box office, Regal produced very good results as anticipated. Occasionally, Regal and theatre…
follow me on Twitter