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 dollars looks like 23 cents vs. expectations for 18 cents. Revenues appear to be inline at $2 billion. I am hesitant about those numbers due […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-05-02 13:33:512026-03-17 17:00:00Another Great Quarter For Rogers
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 and Slovakia but I don’t have much in the way of analyst reports to get a sense of where street expectations lie. Isn’t it amazing […]
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 Entertainment. The shares are reacting appropriately, up 2-3% so far. I think more upside remains with $23-24 being a legitimate target over the next few […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-05-02 11:04:572026-03-17 17:00:00Time Warner 1Q07: Stock Looking As Good As It Has In Some Time
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 and that News Corp. will be the buyer but I don’t see upside of more than upper single digits in percentage terms (the stock is […]
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 cable business is very healthy for all companies providing a solid foundation for growth at TWC. TWC has the added benefit of bringing its newly […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-05-02 09:07:142026-03-17 17:00:00Time Warner Cable: First Quarter As Public Company Shows Promise
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 is much further in diversifying from print publishing than other newspaper companies. DJ has potential buyers like News Corp. (NWS-A) or General Electric (GE). Who […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-05-01 11:58:212026-03-17 17:00:00News Corp Bidding For Dow Jones
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 Labor Day last September. According to BoxOfficeMojo.com, it was the lowest final weekend of April since 2000. Back-to-back poor weekends leave the box office down […]
Rogers Communications is expected to report 1Q07 EPS of 18 cents on revenues of $2.03 billion. Those figures appear to be in US dollars but the company will report in Canadian dollars so look for about 15% more on both in the press release. RG has been growing very rapidly over the past year thanks […]
Verizon 1Q07 earnings were right on target with EPS of 54 cents and revenues of $22.6 billion right in line with the consensus estimates. Key subscriber metrics also closely matched analyst estimates. With the numbers all very close to expectations, I don’t expect a big reaction in the shares. Additionally, analyst estimates for the balance […]
Comcast (CMCSA/CMCSK) reported solid first-quarter earnings of 26 cents per share on revenue of $7.39 billion. These numbers were extremely close to consensus estimates and all financial and subscriber metrics. The figures did not provide the upside to consensus estimates that I and others were expecting, however, following very bullish comments from CEO Brian Roberts […]
Another Great Quarter For Rogers
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 dollars looks like 23 cents vs. expectations for 18 cents. Revenues appear to be inline at $2 billion. I am hesitant about those numbers due […]
Central European Media Enterprises 1Q07 Earnings Preview
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 and Slovakia but I don’t have much in the way of analyst reports to get a sense of where street expectations lie. Isn’t it amazing […]
Time Warner 1Q07: Stock Looking As Good As It Has In Some Time
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 Entertainment. The shares are reacting appropriately, up 2-3% so far. I think more upside remains with $23-24 being a legitimate target over the next few […]
Media Madness
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 and that News Corp. will be the buyer but I don’t see upside of more than upper single digits in percentage terms (the stock is […]
Time Warner Cable: First Quarter As Public Company Shows Promise
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 cable business is very healthy for all companies providing a solid foundation for growth at TWC. TWC has the added benefit of bringing its newly […]
News Corp Bidding For Dow Jones
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 is much further in diversifying from print publishing than other newspaper companies. DJ has potential buyers like News Corp. (NWS-A) or General Electric (GE). Who […]
Weekend Box Office: Spiderman is Coming
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 Labor Day last September. According to BoxOfficeMojo.com, it was the lowest final weekend of April since 2000. Back-to-back poor weekends leave the box office down […]
Rogers Communcations 1Q07 Earnings Preview
Rogers Communications is expected to report 1Q07 EPS of 18 cents on revenues of $2.03 billion. Those figures appear to be in US dollars but the company will report in Canadian dollars so look for about 15% more on both in the press release. RG has been growing very rapidly over the past year thanks […]
Verizon 1Q07 Earnings Offer Upside
Verizon 1Q07 earnings were right on target with EPS of 54 cents and revenues of $22.6 billion right in line with the consensus estimates. Key subscriber metrics also closely matched analyst estimates. With the numbers all very close to expectations, I don’t expect a big reaction in the shares. Additionally, analyst estimates for the balance […]
Comcast: Buy on Weakness
Comcast (CMCSA/CMCSK) reported solid first-quarter earnings of 26 cents per share on revenue of $7.39 billion. These numbers were extremely close to consensus estimates and all financial and subscriber metrics. The figures did not provide the upside to consensus estimates that I and others were expecting, however, following very bullish comments from CEO Brian Roberts […]