Motorola (MOT) shares are set to bounce at the open on an analyst upgrade. The gains look small so far, especially against the 16% decline in the stock since 4Q05 EPS were reported on January 19th. Earnings were greeted by a sharp sell-off as numbers merely matched consensus despite higher whispers and despite management noting […]
Disney (DIS) reported better than expected earnings with EPS coing in at 35 cents against analyst estimates taht averaged 30 cents. Estimates will go up across the board with FY06 ending September heading toward $1.45-$1.50 from $1.41 presently. Furthermore, management spoke confidently about 2Q06 (the current quarter) and reiterated expectations for a strong back half […]
Disney (DIS) reports after the close on Monday. Due to timing issues and a tough comparison in home video, the quarter is expected to show a year-over-year decline in EPS and EBITDA. However, DIS is still poised for strong growth in its FY06 ending this coming September. I believe the back-end loaded year is well […]
E.W. Scripps (SSP) shares are responding very favorably to the company’s 4Q05 earnings report. I think three factors are at work. First, EPS came in above expectations at 54 cents vs. consensus of 49 cents. Second, the company announced that it is considering strategic alternatives for its home shopping business, Shop At Home. Third, Shopzilla […]
Comcast (CMCSA/K) reported 4Q05 earnings that were pretty much inline across all metrics. Revenue exactly hit estimates, EBITDA might be considered light but that is certainly not the case if hurricane losses of $48 million due to the loss of 20,000 subscribers are considered. Subscriber additions were on target with basic subs growing 40,000 (60,00 […]
Time Warner (TWX) reported 4Q05 earnings pretty much inline with expectations with revenue and EBITDA both coming in very close to analyst estimates. As usual, the mix at the segment level was a little different than expected. The company also provided EBITDA growth guidance for 2006. EBITDA is expected to grow in the upper single […]
E.W. Scripps (SSP) reports before the open on Thursday. The company preannounced a shortfall late last year related primarily to continuing disappointing results at the Shop At Home division. Therefore, there should be little surprise in the headline EPS number which is projected at 49 cents for 4Q05. That would bring the year in at […]
Comcast (CMCSA/K) reports before the open on Thursday. So far in 2006, CMCSA has risen 7.5%. I think this sets up a big move in the stock off the earnings report as investors will either be disappointed and willing to lock in this year’s gains or they will be happy and build on the gains. […]
Crash won nominations for Best Picture, Best Director, Best Supporting, Best Screenplay, Best Editing, and Best Song in the Oscar nominations announced this morning. While the investment implications are extremely limited, this a real feather in the cap for Lionsgate (LGF). Just a few months ago, the film was considered a real long shot for […]
A couple of quick follow-ups to my Weekend Box Office Update that support my bullish trading bias on Lionsgate (LGF). First, this weekend’s Barron’s contained positive commentary on LGF in the Inside Scoop column. The column noted recent insider buying by senior executives along with a big boost in the position of Carl Icahn protégé […]
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