Posts by: Steve Birenberg
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…
As the Apple iPod event was going on yesterday, I posted this comment on RealMoney.com: "New colors for the Shuffle, a redesigned Nano focused on an improved video experience, higher…
For the third consecutive month there were no changes to Northlake's Market Cap and Style models. The signals remain large cap and growth. Client portfolios own the S&P 500 Spyder…
Central European Media Enterprises (CETV) announced yesterday that it had sold 1.275 million shares at $86 for $110 million to Igor Kolomoisky and given him a seat on the Board…