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In February, following release of DirecTV's (DTV) 4Q08 results, I wrote several favorable comments about DTV on RealMoney.com. I followed up by publishing the following commentary which discusses Liberty Media…
For the first time since late December the weekend box office fell on a year-over-year basis. Weekend receipts for the top 12 films were $89.2 million according to BoxOfficeMojo.com, a…
Time Warner (TWX) has hired one of Google's most senior executives to run AOL. Tim Armstrong was a member of Google's Operating Committee and President of Americas Operations. Armstrong also…
I have pointed out repeatedly that media stocks are suffering a two pronged assault from cyclical and secular challenges. Making matters worse is that the cyclical downturn in the economy…
Bloomberg is reporting a March 17th event to provide a "sneak peak" at new iPhone software, version 3.0. The company introduced a new, next generation shuffle and is now updating…
Pali Research is out with a new report on NII Holdings (NIHD). They are reiterating their buy and establishing a $25 price target. The cut estimates further and moved below…
The Weekend box office continued its year long win streak but for the second consecutive weekend there was a disappointment from a highly anticipated film. Led by Watchmen, the box…
NII Holdings (NIHD) reported 4Q08 results and provided 2009 guidance at the end of February. I thought the 4Q figures were quite good considering the economic environment but the stock…
The bear market accelerated in February. I think three things were at work. First, economic statistics on a global basis decelerated rapidly in January and February. Second, as corporations reported…
Central European Media Enterprises (CETV) reported mixed 4Q08 results excluding impairment charges and currency impacts. Commentary on 2009 was much bleaker than the company had previously admitted but was more…
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