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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…
Dreamworks is in the news. First, Dreamworks SKG, the privately held, live action movie studio that is home to Steven Spielberg, is changing plans and will use Disney (DIS) as…
Given the circumstances, Time Warner (TWX) reported decent 4Q08 results and provided better than expected guidance. However, to be perfectly honest, there are so many charges and related future cost…
Time Warner effectively preannounced 4Q08 results when it updated its guidance for 2008 last month. The guidance brought 2008 EBITDA to a gain of just 1% but several items were…
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