Lionsgate (LGF-the company recently renamed itself Lionsgate) announced the sale of its studio production facilities in Canada for $36.1 million. To be honest, I did not even realize the company owned its own facilities. According to a report I just read, this asset was going to generate less than $5 million in revenue and a […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-26 15:24:382026-03-17 17:03:22Lionsgate Sells An Asset and More Good News Coming
I don’t expect much action in Dow Jones (DJ) following the company’s earnings report before the open on Thursday. The stock took a big jump on January 3rd when the company preannounced better than expected earnings so only the guidance and commentary on January trends seems like it could generate any excitement. On that front, […]
New York Times (NYT) shares are rallied more than 2% yesterday following a decent 4Q05 earnings report. The advance is more notable given that the other newspapers tocks are all in the red today despite strong market breadth. NYT reported adjusted EPS of 64 cents, ahead of the 59 cent consensus and the company’s 59-62 […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-25 08:05:162026-03-17 17:03:22New York Times: Decent Quarter But I Am Not A Buyer
Back at year end I came across a research report noting that Dish Network and Comcast were both raising pricies across their entire spectrum of video offerings with the largest percentage increases occurring on introductory level packages. This struck me as out of sync with the very bearish sentiment on the Street concerning the competitive […]
There should not be too many surprises when New York Times (NYT) kicks off the earnings season for newspaper companies before the open on Tuesday. In late December the company preannounced the quarter and guided to 59-62 cents excluding 14-15 cents of severance costs. The company experienced somewhat better revenue growth in the fourth quarter […]
There was good news out of Central European Media Enterprises (CETV) on Monday as the company announced that it had completed its acquisition of a controlling interest in the license company for its station in Slovakia. Obtaining the interest will allow Slovakia to be consolidated which will greatly simplify the income statement and provide increased […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-25 07:58:092026-03-17 17:03:22Central European Media Enterprises Takes Full Control in Slovakia
The box office had an excellent weekend with the top then films grossing 15% above year ago levels and 16% above the 2004 level. The strength was driven by both a blockbuster opening and good depth. Given the overwhelmingly negative sentiment about the box office, the strength will come as a surprise to many, and […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-23 10:55:362026-03-17 17:03:22Weekend Box Office Report: Finally, People Show Up
Last week, a fellow contributor to Street Insight, Jeff Bagley, noted via his personal experience how powerful Verizon’s all fiber strategy will be in the competition for broadband subscribers. I can’t really argue with his opinion but I do think that for the time being that news is deeply discounted in Comcast (CMCSA/CMCSK) shares. For […]
Motorola (MOT) shares reacted very poorly to the company’s 4Q05 earnings report and 1Q06 forecast. My thoughts on the report are in the “Continue Reading” section. Those comments are an exact reporduction of what I posted on Street Insight and were written during and immediately after MOT’s conference call on Thursday afternoon. With the benefit […]
After seeing the lead article in this morning’s Wall Street JournaI, I quickly reviewed several research reports from the past month which discussed the potential acquisition of Pixar by Disney. In an all stock transaction, as speculated today in the Wall Street Journal, analysts expect EPS dilution of around 10% for DIS at a price […]
Lionsgate Sells An Asset and More Good News Coming
Lionsgate (LGF-the company recently renamed itself Lionsgate) announced the sale of its studio production facilities in Canada for $36.1 million. To be honest, I did not even realize the company owned its own facilities. According to a report I just read, this asset was going to generate less than $5 million in revenue and a […]
Dow Jones Earnings Preview
I don’t expect much action in Dow Jones (DJ) following the company’s earnings report before the open on Thursday. The stock took a big jump on January 3rd when the company preannounced better than expected earnings so only the guidance and commentary on January trends seems like it could generate any excitement. On that front, […]
New York Times: Decent Quarter But I Am Not A Buyer
New York Times (NYT) shares are rallied more than 2% yesterday following a decent 4Q05 earnings report. The advance is more notable given that the other newspapers tocks are all in the red today despite strong market breadth. NYT reported adjusted EPS of 64 cents, ahead of the 59 cent consensus and the company’s 59-62 […]
More Price Increases From Cable Competitors
Back at year end I came across a research report noting that Dish Network and Comcast were both raising pricies across their entire spectrum of video offerings with the largest percentage increases occurring on introductory level packages. This struck me as out of sync with the very bearish sentiment on the Street concerning the competitive […]
New York Times: Fourth Quarter Earnings Preview
There should not be too many surprises when New York Times (NYT) kicks off the earnings season for newspaper companies before the open on Tuesday. In late December the company preannounced the quarter and guided to 59-62 cents excluding 14-15 cents of severance costs. The company experienced somewhat better revenue growth in the fourth quarter […]
Central European Media Enterprises Takes Full Control in Slovakia
There was good news out of Central European Media Enterprises (CETV) on Monday as the company announced that it had completed its acquisition of a controlling interest in the license company for its station in Slovakia. Obtaining the interest will allow Slovakia to be consolidated which will greatly simplify the income statement and provide increased […]
Weekend Box Office Report: Finally, People Show Up
The box office had an excellent weekend with the top then films grossing 15% above year ago levels and 16% above the 2004 level. The strength was driven by both a blockbuster opening and good depth. Given the overwhelmingly negative sentiment about the box office, the strength will come as a surprise to many, and […]
The Fiber Threat to Cable
Last week, a fellow contributor to Street Insight, Jeff Bagley, noted via his personal experience how powerful Verizon’s all fiber strategy will be in the competition for broadband subscribers. I can’t really argue with his opinion but I do think that for the time being that news is deeply discounted in Comcast (CMCSA/CMCSK) shares. For […]
Motorola Earnings Summary
Motorola (MOT) shares reacted very poorly to the company’s 4Q05 earnings report and 1Q06 forecast. My thoughts on the report are in the “Continue Reading” section. Those comments are an exact reporduction of what I posted on Street Insight and were written during and immediately after MOT’s conference call on Thursday afternoon. With the benefit […]
Disney to Buy Pixar?
After seeing the lead article in this morning’s Wall Street JournaI, I quickly reviewed several research reports from the past month which discussed the potential acquisition of Pixar by Disney. In an all stock transaction, as speculated today in the Wall Street Journal, analysts expect EPS dilution of around 10% for DIS at a price […]