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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…
I finally got something right. Discovery Communications (DISCA) reported another positive surprise (EBITDA +23%, margins +700 basis points) and provided upbeat 2009 guidance. The stock responded by jumping 15%, leaving…
Despite my hopes that Dreamworks Animation (DWA) had a good set up going into last night's earnings reports, the stock is going to trade down sharply this morning. Adjusted for…
Several of Northlake's long positions report this week beginning tonight with Dreamworks Animation (DWA). DWA has been very weak as the collapse in DVD sales has crushed estimates and compacted…
Here's the morning after Oscar edition of Monday Media Musings. The Bull Market Can Found at Your Local Theater The good news at the box office continues. Based on data…
Back in late November when Time Warner was trading just over $9, I wrote a column for Real Money explaining Why You Should Own the shares. Today the stock stands…
Time for some Monday Media Musings on a Wednesday morning. Box Office Remains Strong with Time Warner running 1 and 2 The weekend box office was up 36% for the…
Monday Media Musings is back despite battling a major technology crash at Northlake. Servers are back and all the backup systems functioned well. Box Office Booming in 2009 Americans continue…
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