Posts by: Steve Birenberg
With quarterly earnings reports set to pour in starting next week, I thought I'd provide a brief overview of what to look for in each of Northlake's individual stock holdings.…
The weekend box office fell 2% for the top 12 grossing films. This breaks a string of 10 consecutive up weekends. The drop-off vs. last year is less than $1.7…
Following my post yesterday on Comcast, my buddy, hedge fund manager and soon to be anchor on the Fox Business Channel, Cody Willard, replied with a bearish view of the…
Mea culpa. Comcast made a new low for this latest down move yesterday, falling more than 3% on what looks like its highest volume day ever before recovering slightly to…
I want to echo the comments about Time Warner made yesterday by Chris Atayan, my RealMoney.com colleague. Despite renewed speculation, a breakup of the company is unlikely to add value…
New York Times shares traded below $20 yesterday for the first time since April 1997. As recently as June, NYT was over $26. The stock was over $30 almost two…
Periodically when the market is in an unusually volatile period I like to look at a performance of a wide variety of indices in order to see if there are…
Cable stocks have been poor performers all year. Things started badly when Comcast raised it s capital spending forecast in conjunction with its 4Q06 earnings reported. The second hit came…
The following quotes come from a new report on the iPhone from Bernstein Research: "Apple could conceivably sell iPhone hardware at a substantial loss while generating greater profit per iPhone…
Central European Media Enterprises announced earlier this week that it had gained control of its broadcasting license in Ukraine. This is very good news as license control provides added protection…
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