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I expect less positive surprise than usual for Apple when they report June quarter earnings tonight. But barring a major blowout or an unexpected miss, it is the guidance for…
Time Warner shares have enjoyed an above average 9% rebound over the past two days since reports surfaced that the company appears to be more aggressively seeking a new ownership…
Central European Media Enterprises shares continue to sink as investors fret about economic conditions in its markets, Romania and Ukraine in particular. Volume has picked up over the last few…
Last weekend, the #1 film came from NBC Universal (I wrote up NBCU and its impact on parent General Electric on Monday). Hellboy 2: The Golden Army had a strong…
Media stocks kept tumbling this week dropping to new recent lows yesterday in many cases after underperforming Tuesday's rally. Lehman's across the board downgrade of the big conglomerates got the…
Comcast COO Stephen Burke spoke recently at an industry conference and had some interesting insights. I would have missed it if not for my subscription to SNL Kagan. Burke spoke…
AdAge.com posted an article analyzing census data from the perspective of marketers. The data was interesting although I guess not all that surprising once it was laid out. I think…
The media biz never rests. Even on a holiday weekend. NBC Universal is buying The Weather Channel for $3.5 billion from privately held Landmark Communications. With NBCU buried in General…
There were no changes again this month to Northlake's Market Cap and Style models. The signals continue to flash mid cap and growth. As a result, I am maintaining client…
Yesterday, I noted that Zenith Optimedia raised its global ad forecast for 2008 due to strength in developing markets. Central and Eastern Europe was one of the regions with particularly…
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