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I have been strongly in favor of a separation of AOL from Time Warner (TWX) for several years. I am not convinced there is much hidden value in AOL but…
Facing a very tough comparison driven by the $126 million open for Indiana Jones the Kingdom of the Crystal Skull a year ago, the weekend box office put in a…
Over the past few trading days, shares of the two major independent Hollywood studios have moved up sharply. Dreamworks Animation (DWA) is up four straight days for a total of…
Last weekend is a good reminder of why box office analysis is not as simple as it seems. The overall weekend in North America was solid, up 5.4% for the…
CBS reported worse than expected 1Q09 results with EPS, revenue, and EBITDA each below estimates. However, Les Moonves spoke about improved advertising trends in the last few weeks and said…
I sold all client and personal positions in Time Warner (TWX) on Thursday morning. The shares had rallied 39% since re-opening for trading following the completion of the spin-off from…
Cablevision (CVC) shares jumped sharply following the release of 1Q09 earnings. The upside is being driven by free cash flow and the announcement that CVC will consider spinning off its…
News Corporation reported dismal 3Q09 earnings as expected. Revenues were light of expectations but EPS were in line after adjusting for several large, one-time items. In the reported numbers, the…
While I still think Apple (AAPL) has upside to $150 plus as the year unfolds, I trimmed positions across most Northlake client accounts this morning. Apple shares have performed very…
First Time Warner Cable (TWC) and then Comcast (CMCSA) set the table for Cable vision (CVC) with stronger than expected earnings reports. The first two reports revealed financial and subscriber…
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