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Credit Suisse had an interesting report earlier this week about the radio industry that has broader implications. The thesis was that radio operators should establish signficant quarterly dividends as the…
I know tech is very weak today so it might not make sense to read too much into it but Motorola (MOT) is giving up its Friday gains pretty quickly…
My colleague at StreetInsight.com, Chris Atayan, made a really good point that the failed Tribune (TRB) auction shows that private equity isn't a cure for everything. I think another conclusion…
Apple (AAPL) shares continue to pull back sharply following release of the company's latest quarterly earnings report. I remain surprised by the size of the pullback as well as the…
Motorola (MOT) reported 4Q earnings in line with its recently lowered forecast. Key to the stock performance over the next six months is the 2007 outlook and unfortunately it is…
There won't be much fresh news when Motorola (MOT) reports its 4Q06 tomorrow morning. The preannouncement the first week of January has already delivered the bad news. All eyes will…
What follows is my analysis on Apple immediately following completion of the company's conference call to discuss December quarter earnings. I'll have more to say once I review analyst commentary…
Central European Media Enterprises (CETV) broker out to new highs this week following an upgrade from Czech-based analyst Tibor Bokor of Wood Company. Tibor sharply raised his estimates for 2007…
Last week I had an opportunity to talk with Elizabeth Haynes of Haynes & Company Consulting about the acquisition of American Apparel (AA) by Endeavor Acquisition Corporation (EDA). Haynes &…
Despite the sharp advance in Apple (AAPL) shares over the past week, I think the setup is favorable heading into the company's earnings report after the close on Wednesday. I…
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