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As usual, Ned Davis Research (NDR) has some interesting data on last week's sell-off in regards to answering the question whether we have entered a bear market. Defining a bear…
Regal Entertainment (RGC) announced that it would be using a portion of the proceeds it received from the IPO of National Cinemedia (NCMI) to pay a special dividend of $2.00…
Echostar (DISH) reported very good 4Q06 earnings. EPS, revenue, and EBITDA were 34 cents, $2.6 billion, and $615 million compared to consensus estimates of 32 cents, $2.54 billion, and $603…
There were no changes to Northlake's Market Cap or Style models for March. The signals remain Large Cap and Value. As a result in the portion of client portfolios dedicated…
I will likely have some follow-up comments on CETV after I check in with management and my key analyst contacts. Below is my commentary as written immediatley following completion of…
Central European Media Enterprises (CETV) should report robust 4Q06 growth. I am forecasting revenues to rise 17% and EBITDA to grow 22%. Strong ratings in 2H06, a return to positive…
Charter Communications (CHTR) final 4Q06 results very closely matched the preliminary results reported on February 9th. Revenues rose 11.7% and EBITDA rose 10.3%. Revenues matched analyst expectations and EBITDA was…
NII Holdings (NIHD) reported very good 4Q06 results that were inline to slightly ahead of analyst estimates and guidance. Headline numbers, country level results, and subscriber metrics were remarkably close…
The most important takeaway from 4Q06 results from Cablevision (CVC) is that there is no negative read through for the cable industry at large. CVC has the deepest penetration of…
Regal Entertainment (RGC) completed an SEC filing detailing the impact of the IPO of National Cinemedia (NCMI). The filing supports my bullish view of RGC which I believe offers a…
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