"
CBS (CBS) 1Q07 results were in line with estimates. EPS of 33 cents matched the consensus while revenues very slightly exceeded consensus. EBITDA fell a little short as margins at…
After listening to the Cablevision (CVC) conference call, my initial impression that the cable bears came away with more ammunition should have been a more balanced view. That said, the…
There were no changes to Northlake's Market Cap and Style models for May. The Market Cap model continues to flash an extremely strong signal favoring large caps. The Style model…
Rogers Communications (RG) reported another very strong quarter, continuing a string of positive news that has led to a double in the stock over the past year. EPS in US…
I am having a hard time getting a read on expectations for 1Q07 earnings from Central European Media Enterprises (CETV). I expect very strong results driven by the Czech Republic…
Time Warner (TWC) reported slightly better than expected 1Q07 results highlighted by strong operating profits at AOL and Cable and better than expected performance against a tough comparison in Filmed…
Time for some mid-week media madness: • Everyone is talking Dow Jones (DJ) so I don't believe there is a lot left to say. I think a deal will occur…
Time Warner Cable (TWC) reported good 1Q07 results. Investors will cheer the solid performance at the company's legacy cable systems and signs of improvement at newly acquired Adelphia systems. The…
I would use strength in newspaper stocks away from Dow Jones (DJ) to take profits. The Wall Street Journal is a far different asset than typical newspapers, and the company…
The weekend box office was extremely week, declining 27% against the same weekend a year ago. The total haul of $75 million was the lowest since last the weekend after…
follow me on Twitter