Posts by: Steve Birenberg
Disney (DIS) faces a tough comparison when it reports its 3Q07. Projected EPS of 55 cents are up just 4% vs. a year ago. Analysts have long expected this to…
Rogers Communications (RCI) reported 2Q07 earnings on July 31st. The results were at the upper end of expectations and management raised the high end of the guidance range for many…
A bull market existed at one place over the weekend: the nation's movie theatres. Thanks to a huge opening for The Simpsons Movie and good holds for all the other…
Between Wednesday's market close and Thursday's market open, four stocks held widely by Northlake clients reported earnings and held conference calls. Apple (APPL) did quite well, NII Holdings (NIHD) was…
As I expected, the summer box office momentum resumed at the end of June. Since June 29th, the box office is up 11%, ahead of analyst estimates built into 3Q…
My friend and Real Money colleague, Bob Faulkner, is handling the Apple conference call for the website this quarter. Bob specializes in technology so his input is especially interesting. I'll…
While there were a couple of issues with AT&T's 2Q07 earnings report, overall I think the results were good with underlying trends supporting the investment thesis that has led the…
Big headline is something called City A.M. in the UK claims an inside source says that Comcast is considering a bid for Virgin Media. While Comcast may have requested info…
The third quarter improvement in the summer box office continued over the weekend but at a slower pace. Led by the new Adam Sandler film, I Now Pronounce You Chuck…
The Financial Times posted an interesting article on CETV and its role in consolidation of European TV stations. The article touched on CETV as a seller and buyer and included…
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