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NTL Incorporated (NTLI) reports tomorrow morning. This stock has been my personal Waterloo but I think that investors are overly pessimistic especially in light of the significant free cash flow…
Lionsgate (LGF) reports its 1Q07 on Wednesday after the close. With the key theatrical releases coming this fall and winter, LGF is looking at a backend loaded year so investors…
Time Warner (TWX) shares have responded well to 2Q earnings, regaining much of the losses since early July. However, the shares still remain well below the $17.50 level of early…
After much gut-wrenching action and analysis, I decided to take profits on Motorola (MOT) after owning it in most client accounts for almost two years. The stock has rebounded from…
Central European Media Enterprises (CETV) reported solid 2Q06 results, comfortably matching my expectations. As usual, the composition of results was a little different than what I expected but the bottom…
Due technology issues the following post is being added now even though it was written over 24 hours ago 2Q06 will be a tricky quarter to analyze for Central European…
CBS Corporation (CBS) reported 2Q06 results very close to expectations and reaffirmed guidance for 2006. Nevertheless, the shares are dropping sharply. I think there could be two reasons for the…
Ahead of Monday's earnings report, shares of Regal Entertainment (RGC) are within 1% of their 2006 high and up almost 9% so far this year. Given the $1.20 annual dividend,…
"A looming capacity expansion in hotel rooms and casino space, rising gas prices, an uptick in airfares, the possible peaking of the Las Vegas residential real-estate market, and the ongoing…
Comcast (CMCSA/CMCSK) reported another strong quarter with most key financial and subscriber measures beating estimates. On top of similar strength in 1Q, management is raising guidance. Revenue growth in the…
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