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News Corporation will report a dismal March quarter. EPS and EBITDA will declines 50% or more. The good news is this should be the worst quarter this cycle. That is…
Discovery Communications (DISCA/DISCK) reported its third consecutive positive earnings surprise. The shares are responding, up 8% in early trading on Monday. DISCA shares are now at their highest price since…
There are no changes to Northlake's Market Cap and Style models for May. The signals continue to recommend small caps and growth. As a result, I will maintain positions in…
Ahead of its 1Q09 earnings report on Monday, Discovery Communications announced a joint venture and re-branding of its Discovery Kids Network. A 50/50 joint venture with Hasbro will lead a…
Comcast reported better than expected 1Q09 results pretty much across the board. I completely missed this as I had expected this to be the final quarter of sluggish growth with…
Viacom reported 1Q09 results largely in line with analyst estimates. EPS of 29 cents beat the 26 cent consensus but revenues of $2.91 billion fell a little short of the…
Time Warner (TWX) reported better than expected 1Q09 results. Headline financial numbers of 35 cents, $6.95 billion in revenue, and $1.56 billion in EBITDA each exceeded estimates. On its own,…
Comcast reports 1Q09 results before the open on Thursday. Analysts expectations are for a mid single digit increase in revenue and EBITDA with strong free cash flow performance. Headline numbers…
Viacom is expected to report 1Q09 EPS of 26 cents on revenue $2.97 billion. Both figures produce negative year –over-year growth as the company struggles with weak ratings at its…
I sold all Northlake positions in NII Holdings (NIHD) this morning in response to the threat that swine flu could have on the company's business and reported financial results. The…