"
Disney (DIS) continues to act better than any other mega cap media stock. I think there are three reasons behind the good action. First, Bob Iger has clearly laid out…
One impact on the on the cable companies of the AT&T (T) - BellSouth (BLS) merger that I did mention in my previous post was wireless telephony. As has been…
As a follow-up to my earnings coverage of Central European Media Enterprises (CETV), I wanted to mention that my spreadsheet now assumes 20% segment level EBITDA growth for 2006 to…
Some observations and thoughts related to cable and media on the AT&T (T) - BellSouth (BLS) merger after reading through all the stuff that my email inbox: • I've been…
Central European Media Enterprises (CETV) reported better than expected operating results for 4Q05. Segment revenue of $173 million slightly exceeded management guidance of $171 million. Analyst estimates were generally in…
Cablevision (CVC) shares are up sharply after the company reported better than expected 4Q05 results and announced 2006 guidance for its cable division that is above current analyst estimates. As…
There were no changes to Northlake's Market Cap or style models for March. Client portfolios remain long mid caps and value, which I execute using the exchange trade funds representing…
Central European Media Enterprises (CETV) reports before the open on Thursday. I remain optimistic about the shares with the caveat that quarterly are quite volatile particularly on a country-by-country basis.…
One week ahead of its March 2nd 4Q05 earnings report, Central European Media Enterprises (CETV) announced an increase in its ownership of its operations in Romania. In a negotiated agreement…
The market has reacted coolly to the settlement between Time Warner (TWX) and Carl Icahn as TWX shares given up all their gains since the company reported earnings and the…
follow me on Twitter