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NTL Incorporated (NTLI) reported mixed 3Q results yesterday. I feel the details are worse than the optimistic tone management had used during several recent Wall Street appearances but I understand…
Disney (DIS) is expected to report strong 4Q06 earnings to wrap up its fourth consecutive year of double digit EPS growth. EPS are expected at 33 cents on revenues of…
I see little impact from Q06 results from Cablevision (CVC), either on CVC or on the broader cable industry. The company's results were very close to consensus estimates with revenues…
The launch of a newspaper industry ad buying marketplace by Google (GOOG) is an interesting development. Studies have shown that newspapers only reach a fraction of the potential advertisers within…
Whenever something new and unusual comes along in business, it is easy to claim that it is an industry changing event. The of Borat is already spawning such talk. One…
Tomorrow, I expect Central European Media Enterprises (CETV) to report another strong quarter in its seasonally weak 3Q. Romania and Ukraine will again be the growth engines but the big…
CBS Corporation (CBS) reported 3Q EPS that mostly matched street expectations. EPS of 42 cents were 2 cents above consensus but revenues of $3.38 billion fell about $50 million short…
Both Northlake's Market Cap and Style models sent new signals for November. The Market Cap model moved from large cap to mid cap and the Style Model went back to…
Time Warner (TWX) reported 3Q06 results that were largely inline with consensus estimates. The shares initially traded down about 2% on a sell the news reaction with investors likely focusing…
I haven’t written much about Lionsgate (LGF) since my ill-timed sale this spring when the shares were 25% lower. Obviously, I am annoyed at the poor timing of my sale…
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