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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…
Gannett (GCI) reported another poor quarter as expected. There was nothing in the numbers to signal less pressure on revenues was around the corner. In addition, management provided no commentary…
Central European Media Enterprises (CETV), a name familiar to former Street Insight subscribers as my favorite long-term growth idea in media, announced some good news on Friday. CETV purchased the…
After a weaker than expected June, the summer box office is now on track for an all-time record. With Harry Potter and the Order of the Phoenix opening at the…
After writing positively about Comcast (CMCSA) for two years on Media Talk and in my contributions for theStreet.com, I finally decided it was time to buy the stock for Northlake…
I received the latest monthly updates Sunday night from Northlake's Market Cap and Style models. The Market Cap model continues to flash a very strong signal in favor of large…
Central European Media Enterprises (CETV) rose to a new all-time high on Friday. The shares have been unusually strong over the last few weeks even as the market has pulled…
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