Disney (DIS) shares fell 3% on Wednesday in reaction to the company’s 3Q05 earnings report. The quarter was decent but I found the 3Q results disappointing as I was expecting an unequivocally strong report to act as a catalyst for the shares. However, I did not find the results to a major miss and was […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-08-13 14:31:592005-08-13 14:31:59Disney Earnings Fail To Provide Desired Catalyst For Shares
Lions Gate Entertainment (LGF) shares traded down about 7% on heavy volume after the company reported 1Q06 earnings last Wednesday. EPS and EBITDA (operating cash flow) missed estimates by a wide margin but revenues were in line and free cash flow was better than expected. On the conference call, management reaffirmed guidance for FY06 assuming […]
Central European Media Enterprises (CETV) shares responded positively to its earnings announcement last Thursday as the company reported a solid quarter and maintained a confident and bullish stance on its conference call. As is often the case with CETV’s quarters, there was some variance on a country by country basis, but the overall thesis is […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-08-09 10:44:022005-08-09 10:44:02Another Solid Quarter for Central European Media Enterprises
I was out of town and unable to post on the August Model Signals last week. As clients have seen by now, the new signals led to a trade in the ETF portion of their portfolios. Specifically, the Market Capitalization model shifted from a mid cap signal to a small cap signal. Consequently, all holdings […]
I had to jump in a car to head East on some college visits with my son and didn’t get a chance to provide some color on the SBS Broadcasting (SBTV) conference call that took place on July 28th. As the call started at 10 a.m. ET, the shares were down sharply by almost $3. […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-08-08 11:40:382005-08-08 11:40:38SBS Broadcasting Reports Another Good Quarter
SBS Broadcasting (SBTV) reports after the close tomorrow followed by a Friday morning conference call. I remain long SBTV and expect another strong earnings report. The shares look very attractive and are my #1 pick in media at the moment. SBTV’s 1Q05 earnings report was very strong. However, despite repeated leading questions from analysts the […]
With Motorola shares breaking through $20 based on a favorable cover story in this weekend’s Barron’s and in anticipation of the company’s analyst meeting which starts this evening, I reduced holdings for most clients this morning. Similar to the partial sale made in Sears Holding a few weeks ago, this sale is all about maintaining […]
As you know, I am a daily contributor to StreetInsight.com, one of the sites operated by the Street.com. Among other things I do for them, I provide live commentary on conference calls. In the extended comments section available to subscribers is my commentary on MOT’s latest quarter including pre call thoughts and the live comments […]
Motorola (MOT) reports tonight after the close. Wall Street Insight estimates have been rising steadily throughout the quarter and are well ahead of the guidance provided by management on the 1Q05 earnings call. Earnings are projected at 25 cents on revenues of $8.55 billion. The estimate is up from 22 cents three months ago. Other […]
Lions Gate Entertainment (LGF) rebounded nicely on Friday, up almost 5%, and gained further on Tuesday. Since June 30, the shares have suffered a one-two punch from weaker-than-expected EBITDA guidance for 2H05 and issues in the DVD market raised by shortfalls at Pixar (PIXR) and DreamWorks Animation (DWA). The rebound that began Friday may be […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-07-19 14:44:592005-07-19 14:44:59Positive Comments on DVDs from Fox is Good News for Lions Gate
Disney Earnings Fail To Provide Desired Catalyst For Shares
Disney (DIS) shares fell 3% on Wednesday in reaction to the company’s 3Q05 earnings report. The quarter was decent but I found the 3Q results disappointing as I was expecting an unequivocally strong report to act as a catalyst for the shares. However, I did not find the results to a major miss and was […]
Lions Gate Reports Mixed Quarterly Earnings
Lions Gate Entertainment (LGF) shares traded down about 7% on heavy volume after the company reported 1Q06 earnings last Wednesday. EPS and EBITDA (operating cash flow) missed estimates by a wide margin but revenues were in line and free cash flow was better than expected. On the conference call, management reaffirmed guidance for FY06 assuming […]
Another Solid Quarter for Central European Media Enterprises
Central European Media Enterprises (CETV) shares responded positively to its earnings announcement last Thursday as the company reported a solid quarter and maintained a confident and bullish stance on its conference call. As is often the case with CETV’s quarters, there was some variance on a country by country basis, but the overall thesis is […]
August Model Signals
I was out of town and unable to post on the August Model Signals last week. As clients have seen by now, the new signals led to a trade in the ETF portion of their portfolios. Specifically, the Market Capitalization model shifted from a mid cap signal to a small cap signal. Consequently, all holdings […]
SBS Broadcasting Reports Another Good Quarter
I had to jump in a car to head East on some college visits with my son and didn’t get a chance to provide some color on the SBS Broadcasting (SBTV) conference call that took place on July 28th. As the call started at 10 a.m. ET, the shares were down sharply by almost $3. […]
SBS Broadcasting Reports on 7/28
SBS Broadcasting (SBTV) reports after the close tomorrow followed by a Friday morning conference call. I remain long SBTV and expect another strong earnings report. The shares look very attractive and are my #1 pick in media at the moment. SBTV’s 1Q05 earnings report was very strong. However, despite repeated leading questions from analysts the […]
Taking Partial Profits in Motorola
With Motorola shares breaking through $20 based on a favorable cover story in this weekend’s Barron’s and in anticipation of the company’s analyst meeting which starts this evening, I reduced holdings for most clients this morning. Similar to the partial sale made in Sears Holding a few weeks ago, this sale is all about maintaining […]
Another Strong Quarter For Motorola
As you know, I am a daily contributor to StreetInsight.com, one of the sites operated by the Street.com. Among other things I do for them, I provide live commentary on conference calls. In the extended comments section available to subscribers is my commentary on MOT’s latest quarter including pre call thoughts and the live comments […]
Motorola Reports Tonight
Motorola (MOT) reports tonight after the close. Wall Street Insight estimates have been rising steadily throughout the quarter and are well ahead of the guidance provided by management on the 1Q05 earnings call. Earnings are projected at 25 cents on revenues of $8.55 billion. The estimate is up from 22 cents three months ago. Other […]
Positive Comments on DVDs from Fox is Good News for Lions Gate
Lions Gate Entertainment (LGF) rebounded nicely on Friday, up almost 5%, and gained further on Tuesday. Since June 30, the shares have suffered a one-two punch from weaker-than-expected EBITDA guidance for 2H05 and issues in the DVD market raised by shortfalls at Pixar (PIXR) and DreamWorks Animation (DWA). The rebound that began Friday may be […]