Back at year end I came across a research report noting that Dish Network and Comcast were both raising pricies across their entire spectrum of video offerings with the largest percentage increases occurring on introductory level packages. This struck me as out of sync with the very bearish sentiment on the Street concerning the competitive […]
There should not be too many surprises when New York Times (NYT) kicks off the earnings season for newspaper companies before the open on Tuesday. In late December the company preannounced the quarter and guided to 59-62 cents excluding 14-15 cents of severance costs. The company experienced somewhat better revenue growth in the fourth quarter […]
There was good news out of Central European Media Enterprises (CETV) on Monday as the company announced that it had completed its acquisition of a controlling interest in the license company for its station in Slovakia. Obtaining the interest will allow Slovakia to be consolidated which will greatly simplify the income statement and provide increased […]
Last week, a fellow contributor to Street Insight, Jeff Bagley, noted via his personal experience how powerful Verizon’s all fiber strategy will be in the competition for broadband subscribers. I can’t really argue with his opinion but I do think that for the time being that news is deeply discounted in Comcast (CMCSA/CMCSK) shares. For […]
Motorola (MOT) shares reacted very poorly to the company’s 4Q05 earnings report and 1Q06 forecast. My thoughts on the report are in the “Continue Reading” section. Those comments are an exact reporduction of what I posted on Street Insight and were written during and immediately after MOT’s conference call on Thursday afternoon. With the benefit […]
After seeing the lead article in this morning’s Wall Street JournaI, I quickly reviewed several research reports from the past month which discussed the potential acquisition of Pixar by Disney. In an all stock transaction, as speculated today in the Wall Street Journal, analysts expect EPS dilution of around 10% for DIS at a price […]
Motorola (MOT) reports after the close on January 19th. I outlined my general thoughts on MOT a few days ago. I am expecting a solid quarter and decent 1Q06 guidance. I think those two things and some recent positive comments about 2006 handset market growth will allow MOT shares to push to new highs in […]
Apple Computer (AAPL) reported excellent quarterly earnings as expected. The shares are trading lower, however, due to some controversy over APPL’s guidance for revenue and earnings in the current quarter. I believe the decline in the shares sets up the first decent buying opportunity in the stock since last spring as upside of at least […]
In my preview note on Apple Computer (AAPL), I failed to provide an update as it relates to March quarter guidance. What the company says about guidance is probably more important for the stock price than what they report for December. Among just those analysts who have adjusted since Jobs MacWorld update, EPS estimates for […]
Apple Computer (AAPL) reports after the close today. Following Steve Jobs comments at MacWorld last week estimates have moved up sharply. Jobs guided to $5.7 billion in revenues for the December quarter and analysts who have adjusted their estimates are tightly clustered around this figure. There was no specific guidance on EPS at MacWorld so […]
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