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I finally had a chance to review all of the news stories and analyst reports about the Dolan family’s latest attempt to take Cablevision (CVC) private. My conclusion is that…
NTL Incorporated (NTLI) shares have sold off the last few days, giving back most of the gains achieved after several management presentations at media conferences in the US during September.…
Newspaper industry fundamentals continue to look pretty bleak. According to Citigroup, August was the worst month so far this year for advertising growth with industrywide year over year declines averaging…
The weak growth signal given by Northlake’s Style model for September turned into a weak value signal for October. As a result, I swapped all client holdings of the Russell…
Following three straight weekly declines, the box office rose 6.6% vs. a year ago this past weekend. The weekend is actually the first one of the fourth quarter. Consequently, I…
Yesterday, in the post immediately below, I mentioned that Disney (DIS), News Corp (NWS, NWS.a), and Time Warner (TWX) were all trading at 52 week highs. Departing from the doom…
The New York Times and Goldman Sachs were both out recently with analysis of the radio industr. Commentary in both reports was generally negative, noting the lack of advertising growth…
Wow! Time Warner (TWX), Disney (DIS), and News Corporation (NWS, NWS.A) all made 52 week highs yesterday. On the one hand I shouldn’t be surprised because the Dow and S&P…
Investors have responded favorably to the nice price that Time Warner (TWX) received for its AOL access business in Germany. Citigroup is projecting total proceeds of $2 billion once all…
ThinkSecret.com is reporting that Apple Computer (AAPL) will be launching a cell phone through Cingular early in 2007. The report says that Cingular will have a six month exclusive. This…
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