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The November signals from the market cap and style models Northlake uses to allocate ETF-dedicated funds were unchanged from October. Consequently, no trades were done for November and client portfolios…
Just a quick follow-up to my earlier post about AOL and Time Warner (TWX). AOL did not come though on the ad line as I thought might occur. I still…
Given the critical role that AOL will play in the perception of TWX's quarter I wanted to mention an interesting piece of research Bernstein put out last week about advertising…
Viacom (VIA) reported slightly better than expected that 3Q05 earnings although almost all the excess was earned in the volatile and difficult to predict Entertainment division. Earnings came in at…
Charter Commications (CHTR) reported mixed results for 3Q05 with EBITDA falling short of expectations while subscriber metrics showed better than expected growth in new services. The company also announce settlement…
Central European Media Enterprises (CETV) broke a long string of losing days yesterday, rising 4%, or $1.77, to $46.49. The company reports earnings before the open on Wednesday but the…
Viacom (VIA/VIAb) reports before the open on Tuesday. Most investors are looking ahead to the split of the company that will occur at year end but this report could provide…
Charter Communications (CHTR) shares had a wild ride in the third quarter, falling to less than $1.00 in July, rising to $1.60 in August on the announcement of an exchange…
Lions Gate Entertainment (LGF) rose almost 4% on Monday, enjoying its best day since early September when it popped 10% in four days to $10.60 on the back of reports…
In my recent reading of Street research on traditional media companies I have noticed two trends. First, analysts are beginning to adjust their multiples downward in their sum of the…
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