I have no real complaints with the earnings report or conference call from Dow Jones (DJ). The report and guidance commentary is inline with evidence of upside potential to the 2006 outlook. This optimism has the stock trading higher, up 2% when the call started and up 3% as the call wraps up. I can’t […]
Lionsgate (LGF-the company recently renamed itself Lionsgate) announced the sale of its studio production facilities in Canada for $36.1 million. To be honest, I did not even realize the company owned its own facilities. According to a report I just read, this asset was going to generate less than $5 million in revenue and a […]
I don’t expect much action in Dow Jones (DJ) following the company’s earnings report before the open on Thursday. The stock took a big jump on January 3rd when the company preannounced better than expected earnings so only the guidance and commentary on January trends seems like it could generate any excitement. On that front, […]
New York Times (NYT) shares are rallied more than 2% yesterday following a decent 4Q05 earnings report. The advance is more notable given that the other newspapers tocks are all in the red today despite strong market breadth. NYT reported adjusted EPS of 64 cents, ahead of the 59 cent consensus and the company’s 59-62 […]
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 […]
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