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Bidders for Univision (UVN) won’t have to adjust their models very much based upon the company's 1Q06 earnings report. Revenues were about $10 million light, but margins were better than…
I think the numbers from DirecTV (DTV) look pretty good. The results support the company's new strategy to focus on profitable growth even if it means slightly slower subscriber growth.…
Here are the comments I wrote yesterday as soon as I got off the CETV conference call. I'll post a more complete analysis Monday morning after I finish updating my…
Jim Cramer mentioned NTL Incorporated (NTLI) bullishly last night on Mad Money, including a mention of my analysis on StreetInsight.com that is also posted here. With Cramer putting the stock…
Central European Media Enterprises (CETV) reports before the open tomorrow. The company should also provide full year 2006 guidance and possibly comments on 2007. I am confident in the 2006…
Clear Channel (CCU) reported better than expected 1Q06 results led by a positive surprise in radio and continued strong growth in outdoor. CCU has easy comps in radio in 2006…
Time Warner (TWX) reported mixed results. The headline numbers looked real good but after adjustments it was just another quarter of mediocre growth with flat revenues and mid-single digit EBITDA…
There were no changes to signals from Northlake's Market Cap or Style models for May, which continue to flash Mid Cap and Value. Consequently, the positions used to implement these…
Time Warner (TWX) shares have firmed up recently as investors are taking a more optimistic view of its most important division: Cable. Yes, that's right, cable. Despite all the focus…
My idea to buy Lionsgate (LGF) in anticipation of a ramp in the stock ahead of today's opening of Akeelah and the Bee has provided only a 2% return. Not…
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