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I still like Comcast (CMCSA/K) and as I pointed out in the previous post the key to getting Time Warner (TWX) to close its valuation gap is an improved multiple…
I am generally unimpressed by the AOL-Google (GOOG) deal as far as Time Warner's valuation is concerned. I value Time Warner (TWX) on a sum of the parts basis and…
King Kong opened strongly with $51 million on the weekend and $66 million since its mid-week release. However, the totals will be considered a disappointment as expectations were higher, ranging…
NTL (NTLI) has traded up steadily this week, extending its gains since it announced it was going to purchase Virgin Mobile. The Virgin deal is still being negotiated and I…
With cash building in client accounts as winning trades were being harvested, I have been looking for a new idea to add to portfolios. I've picked up the hunt for…
I was so busy last week at the UBS Media Conference that I failed to get up a post informing clients that I trimmed positions in Central European Media Enterprises…
The only presentation I heard from Disney (DIS) at last week's UBS Media Conference came from George Bodenheimer, who heads up ESPN. The story at ESPN is excellent with double…
Here are some brief notes summarizing individual company meetings I attended at last week's UBS Media Conference in New York. Please make sure to read this post in conjunction with…
"It's a real mess." Mark Cranmer, who runs international for the big ad buying firm Starcom MediaVest, is describing where the advertising supported industries are in trying to determine how…
I woke up Sunday morning to learn that NTL Incorporated (NTLI) will be merging with Virgin Mobile, according to numerous sources in the British and American press. It appears this…
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